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Charles Schwab 4.450% Series J Preferred Stock

4 hedge funds and large institutions have $1.4M invested in Charles Schwab 4.450% Series J Preferred Stock in 2026 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

430,690% more capital inflows, than outflows

Capital inflows: $844K | Capital outflows: $196

33% more funds holding

Funds holding: 3 → 4 (+1)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Command Advisory Services
First Command Advisory Services
Texas
+$25.4K

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$196

SCHW.PRJ Hedge Fund Activity: Q2 2026 in Review

4 of the 8,358 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) for Q2 2026, worth a combined $1.4M — up 141% from $579K a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new SCHW.PRJ positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.

The largest buyer was First Command Advisory Services, adding an estimated $25.4K. The largest seller was PNC Financial Services Group, cutting an estimated $196.

  • 4 institutional investors held Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) as of Q2 2026, up from 3 in Q1 2026.
  • Funds reported $1.4M of Charles Schwab 4.450% Series J Preferred Stock stock for Q2 2026, up 141% quarter-over-quarter.
  • 1 fund opened new Charles Schwab 4.450% Series J Preferred Stock positions in Q2 2026 and 0 closed out, a net change of +1 holder.
  • The largest Charles Schwab 4.450% Series J Preferred Stock buyer in Q2 2026 was First Command Advisory Services, an estimated $25.4K added.
  • The largest Charles Schwab 4.450% Series J Preferred Stock seller in Q2 2026 was PNC Financial Services Group, an estimated $196 sold.

Based on aggregated 13F filings for Q2 2026.