Charles Schwab 4.450% Series J Preferred Stock
SCHW.PRJ
2 hedge funds and large institutions have $2.01M invested in Charles Schwab 4.450% Series J Preferred Stock in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
0.32% more ownership
Funds ownership: 0% → 0.32% (+0.32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DLCIG
D.L. Carlson Investment Group
Concord,
New Hampshire
|
+$1.57M |
| 2 |
RAM
Roanoke Asset Management
Jersey City,
New Jersey
|
+$387K |
Top Sellers
SCHW.PRJ Hedge Fund Activity: Q2 2021 in Review
2 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) for Q2 2021, worth a combined $2.01M.
Buyers outnumbered sellers: 2 funds opened new SCHW.PRJ positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was D.L. Carlson Investment Group, opening a new position worth an estimated $1.57M.
- 2 institutional investors held Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) as of Q2 2021, up from 0 in Q1 2021.
- Funds reported $2.01M of Charles Schwab 4.450% Series J Preferred Stock stock for Q2 2021.
- 2 funds opened new Charles Schwab 4.450% Series J Preferred Stock positions in Q2 2021 and 0 closed out, a net change of +2 holders.
- The largest Charles Schwab 4.450% Series J Preferred Stock buyer in Q2 2021 was D.L. Carlson Investment Group, an estimated $1.57M added.
Based on aggregated 13F filings for Q2 2021.