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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
SCHW.PRJ

Overview Fund Activity

4 hedge funds and large institutions have $2.13M 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 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.

Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

1
BWAM
1
Boyd Watterson Asset Management
Ohio
$689K
2
DLCIG
2
D.L. Carlson Investment Group
New Hampshire
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
DLCIG
1
D.L. Carlson Investment Group
New Hampshire
$1.14M -$19.5K -1,025 -2%
BWAM
2
Boyd Watterson Asset Management
Ohio
$689K -$27.6K -1,450 -4%
RAM
3
Roanoke Asset Management
New Jersey
$305K – – –
RMC
4
Resources Management Corp
Connecticut
$2K – – –