Charles Schwab 4.450% Series J Preferred Stock
SCHW.PRJ
4 hedge funds and large institutions have $2.13M invested in Charles Schwab 4.450% Series J Preferred Stock in 2022 Q3 according to their latest regulatory filings, with funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 0 closing their positions.
0% more funds holding
Funds holding: 4 → 4 (0)
0.01% less ownership
Funds ownership: 0.48% → 0.47% (-0.01%)
9% less capital invested
Capital invested by funds: $2.34M → $2.13M (-$206K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWAM
Boyd Watterson Asset Management
Cleveland,
Ohio
|
-$30.6K |
| 2 |
DLCIG
D.L. Carlson Investment Group
Concord,
New Hampshire
|
-$21.6K |
SCHW.PRJ Hedge Fund Activity: Q3 2022 in Review
4 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) for Q3 2022, worth a combined $2.13M — down 8.8% from $2.34M a quarter earlier.
Fund positioning in SCHW.PRJ was balanced in Q3 2022: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 2 trimmed.
The largest seller was Boyd Watterson Asset Management, cutting an estimated $30.6K.
- 4 institutional investors held Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $2.13M of Charles Schwab 4.450% Series J Preferred Stock stock for Q3 2022, down 8.8% quarter-over-quarter.
- 0 funds opened new Charles Schwab 4.450% Series J Preferred Stock positions in Q3 2022 and 0 closed out.
- The largest Charles Schwab 4.450% Series J Preferred Stock seller in Q3 2022 was Boyd Watterson Asset Management, an estimated $30.6K sold.
Based on aggregated 13F filings for Q3 2022.