Charles Schwab 4.450% Series J Preferred Stock
SCHW.PRJ
5 hedge funds and large institutions have $4.28M invested in Charles Schwab 4.450% Series J Preferred Stock in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.
67% more funds holding
Funds holding: 3 → 5 (+2)
44% more capital invested
Capital invested by funds: $2.98M → $4.28M (+$1.3M)
0.21% more ownership
Funds ownership: 0.47% → 0.68% (+0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
+$1.3M |
| 2 |
DLCIG
D.L. Carlson Investment Group
Concord,
New Hampshire
|
+$6.5K |
| 3 |
RMC
Resources Management Corp
West Hartford,
Connecticut
|
+$2.6K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$286 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Parnassus Investments
San Francisco,
California
| $2.27M | +$1.3M | +50,000 | +136% |
|
|
DLCIG
2
D.L. Carlson Investment Group
Concord,
New Hampshire
| $1.6M | +$6.5K | +250 | +0.4% |
|
|
RAM
3
Roanoke Asset Management
Jersey City,
New Jersey
| $418K | – | – | – |
|
|
RMC
4
Resources Management Corp
West Hartford,
Connecticut
| $3K | +$2.6K | +100 | New |
|
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | +$286 | +11 | New |
|
SCHW.PRJ Hedge Fund Activity: Q4 2021 in Review
5 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) for Q4 2021, worth a combined $4.28M — up 44% from $2.98M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SCHW.PRJ positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Parnassus Investments, adding an estimated $1.3M.
- 5 institutional investors held Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) as of Q4 2021, up from 3 in Q3 2021.
- Funds reported $4.28M of Charles Schwab 4.450% Series J Preferred Stock stock for Q4 2021, up 44% quarter-over-quarter.
- 2 funds opened new Charles Schwab 4.450% Series J Preferred Stock positions in Q4 2021 and 0 closed out, a net change of +2 holders.
- The largest Charles Schwab 4.450% Series J Preferred Stock buyer in Q4 2021 was Parnassus Investments, an estimated $1.3M added.
Based on aggregated 13F filings for Q4 2021.