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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
| $3.67M | +$18.2K | +665 | +0.5% |
|
|
RIG
2
Roosevelt Investment Group
New York
| $2.12M | +$1.69M | +61,775 | +381% |
|
3
Cribstone Capital Management
Augusta,
Maine
| $1.1M | -$1.83K | -67 | -0.2% |
|
|
CIM
4
CIM Investment Management
Pittsburgh,
Pennsylvania
| $1.09M | – | – | – |
|
|
HH
5
HWG Holdings
Houston,
Texas
| $1.09M | – | – | – |
|
6
Crossmark Global Holdings
Houston,
Texas
| $976K | +$984K | +35,963 | New |
|
7
Mengis Capital Management
Portland,
Oregon
| $837K | +$134K | +4,900 | +19% |
|
8
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $582K | +$148K | +5,425 | +34% |
|
9
Parametric Portfolio Associates
Seattle,
Washington
| $572K | +$17.1K | +626 | +3% |
|
10
Sonora Investment Management
Tucson,
Arizona
| $42.9K | +$43.1K | +1,575 | New |
|
11
Estabrook Capital Management
New York
| $31.3K | – | – | – |
|
12
Glenmede Trust
Philadelphia,
Pennsylvania
| $14K | – | – | – |
|
|
WRM
13
Westport Resources Management
Westport,
Connecticut
| – | -$28K | -1,050 | Closed |
|