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
SCHW.PRJ
5 hedge funds and large institutions have $2.53M 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 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, reducing their positions, and 1 closing their positions.
Holders
5
Holders Change
–
Holders Change %
0%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BWAM
1
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$765K |
Top Sellers
| 1 |
1
Parnassus Investments
San Francisco,
California
|
$0 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
DLCIG
1
D.L. Carlson Investment Group
Concord,
New Hampshire
| $1.4M | 61,170 | – | – |
|
|
BWAM
2
Boyd Watterson Asset Management
Cleveland,
Ohio
| $765K | 33,400 | +33,400 | New |
|
|
RAM
3
Roanoke Asset Management
Jersey City,
New Jersey
| $366K | 16,000 | – | – |
|
|
RMC
4
Resources Management Corp
West Hartford,
Connecticut
| $2K | 100 | – | – |
|
|
5
Parnassus Investments
San Francisco,
California
| – | – | -86,755 | Closed |
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $0 | 11 | – | – |
|