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
6 hedge funds and large institutions have $1.56M 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 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.98K |
| 2 |
TWM
2
Tradition Wealth Management
Edina,
Minnesota
|
$5K |
Top Sellers
| 1 |
DLCIG
1
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$584K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BWAM
1
Boyd Watterson Asset Management
Cleveland,
Ohio
| $671K | 36,250 | – | – |
|
|
DLCIG
2
D.L. Carlson Investment Group
Concord,
New Hampshire
| $584K | 31,565 | -28,080 | -47% |
|
|
RAM
3
Roanoke Asset Management
Jersey City,
New Jersey
| $296K | 16,000 | – | – |
|
|
4
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6.98K | 377 | +377 | New |
|
|
TWM
5
Tradition Wealth Management
Edina,
Minnesota
| $5K | 251 | +251 | New |
|
|
RMC
6
Resources Management Corp
West Hartford,
Connecticut
| $2K | 100 | – | – |
|