Charles Schwab 4.450% Series J Preferred Stock
SCHW.PRJ
3 hedge funds and large institutions have $579K invested in Charles Schwab 4.450% Series J Preferred Stock in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
12% less capital invested
Capital invested by funds: $658K → $579K (-$78.5K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$11.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NS
NBC Securities
Birmingham,
Alabama
|
-$51.6K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$4.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCM
1
Sterling Capital Management
Charlotte,
North Carolina
| $547K | – | – | – |
|
|
2
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $21.3K | -$4.9K | -262 | -18% |
|
|
FCAS
3
First Command Advisory Services
Fort Worth,
Texas
| $11.1K | +$11.7K | +625 | New |
|
|
NS
4
NBC Securities
Birmingham,
Alabama
| – | -$51.6K | -2,754 | Closed |
|
SCHW.PRJ Hedge Fund Activity: Q1 2026 in Review
3 of the 8,137 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) for Q1 2026, worth a combined $579K — down 12% from $658K a quarter earlier.
Fund positioning in SCHW.PRJ was balanced in Q1 2026: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 1 trimmed.
The largest buyer was First Command Advisory Services, opening a new position worth an estimated $11.7K. The largest seller was NBC Securities, exiting entirely with an estimated $51.6K sold.
- 3 institutional investors held Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $579K of Charles Schwab 4.450% Series J Preferred Stock stock for Q1 2026, down 12% quarter-over-quarter.
- 1 fund opened new Charles Schwab 4.450% Series J Preferred Stock positions in Q1 2026 and 1 closed out, a net change of 0 holders.
- The largest Charles Schwab 4.450% Series J Preferred Stock buyer in Q1 2026 was First Command Advisory Services, an estimated $11.7K added.
- The largest Charles Schwab 4.450% Series J Preferred Stock seller in Q1 2026 was NBC Securities, an estimated $51.6K sold.
Based on aggregated 13F filings for Q1 2026.