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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 |
|
|---|---|---|---|---|---|
|
RIG
1
Roosevelt Investment Group
New York
| $6.83M | +$1.07M | +39,553 | +19% |
|
2
Cribstone Capital Management
Augusta,
Maine
| $1.09M | -$38.2K | -1,418 | -3% |
|
|
CIM
3
CIM Investment Management
Pittsburgh,
Pennsylvania
| $1.09M | – | – | – |
|
4
Mengis Capital Management
Portland,
Oregon
| $962K | +$32.4K | +1,200 | +4% |
|
|
CAM
5
Capstone Asset Management
Houston,
Texas
| $859K | +$849K | +31,503 | New |
|
6
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $695K | +$12.1K | +450 | +2% |
|
7
Sonora Investment Management
Tucson,
Arizona
| $598K | +$484K | +17,965 | +452% |
|
8
Parametric Portfolio Associates
Seattle,
Washington
| $557K | +$128K | +4,739 | +30% |
|
9
CPWM LLC
Seattle,
Washington
| $421K | +$416K | +15,420 | New |
|
10
Prentiss Smith & Co
Brattleboro,
Vermont
| $54K | – | – | – |
|
11
Estabrook Capital Management
New York
| $31.4K | – | – | – |
|
12
Intellectus Partners
San Francisco,
California
| $29K | -$755 | -28 | -3% |
|