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The Charles Schwab Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.450% Non-Cumulative Perpetual Preferred Stock, Series J
SCHW.PRJ

Overview Fund Activity

2 hedge funds and large institutions have $1.85M invested in The Charles Schwab Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.450% Non-Cumulative Perpetual Preferred Stock, Series J in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
2
Holders Change
+2
Holders Change %
–
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DLCIG
1
D.L. Carlson Investment Group
New Hampshire
$1.48M
2
RAM
2
Roanoke Asset Management
New Jersey
$375K

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
DLCIG
1
D.L. Carlson Investment Group
New Hampshire
$1.48M 59,180 +59,180 New
RAM
2
Roanoke Asset Management
New Jersey
$375K 15,000 +15,000 New