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Charles Schwab 4.450% Series J Preferred Stock

6 hedge funds and large institutions have $2.06M invested in Charles Schwab 4.450% Series J Preferred Stock in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$351K
2 +$30.8K
3 +$13.6K
4
TWM
Tradition Wealth Management
Minnesota
+$62

Top Sellers

1 -$15.5K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$734K
2
$595K
3
$393K
4
$309K
5
$20.1K
6
$5K