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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
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Overview Fund Activity

4 hedge funds and large institutions have $2.34M 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 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWAM
1
Boyd Watterson Asset Management
Ohio
$770K

Top Sellers

1
DLCIG
1
D.L. Carlson Investment Group
New Hampshire
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
DLCIG
1
D.L. Carlson Investment Group
New Hampshire
$1.24M -$10.2K -500 -0.8%
BWAM
2
Boyd Watterson Asset Management
Ohio
$770K +$87.8K +4,300 +13%
RAM
3
Roanoke Asset Management
New Jersey
$327K – – –
RMC
4
Resources Management Corp
Connecticut
$2K – – –