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 $2.06M 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 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 %
0%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
4
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
DLCIG
1
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$595K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BWAM
1
Boyd Watterson Asset Management
Cleveland,
Ohio
| $734K | +$29.2K | +1,500 | +4% |
|
|
DLCIG
2
D.L. Carlson Investment Group
Concord,
New Hampshire
| $595K | -$14.6K | -755 | -2% |
|
|
RMC
3
Resources Management Corp
West Hartford,
Connecticut
| $393K | +$391K | +17,100 | +17,100% |
|
|
RAM
4
Roanoke Asset Management
Jersey City,
New Jersey
| $309K | – | – | – |
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $20.1K | +$12.8K | +661 | +175% |
|
|
TWM
6
Tradition Wealth Management
Edina,
Minnesota
| $5K | +$59 | +3 | +1% |
|