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Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD
SCHW.PRD
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Meritage Portfolio Management
Overland Park,
Kansas
| $3.64M | +$3.57M | +139,880 | New |
|
|
CIM
2
CIM Investment Management
Pittsburgh,
Pennsylvania
| $1.04M | +$1.02M | +40,000 | New |
|
|
HH
3
HWG Holdings
Houston,
Texas
| $1.04M | +$1.02M | +40,000 | New |
|
4
Mengis Capital Management
Portland,
Oregon
| $486K | +$476K | +18,680 | New |
|
5
Parametric Portfolio Associates
Seattle,
Washington
| $394K | +$386K | +15,141 | New |
|
6
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $391K | +$382K | +15,000 | New |
|
7
Iowa State Bank
Urbandale,
Iowa
| $336K | +$328K | +12,880 | New |
|
|
RIG
8
Roosevelt Investment Group
New York
| $294K | +$288K | +11,300 | New |
|
9
Estabrook Capital Management
New York
| $30K | +$29.3K | +1,150 | New |
|