Charles Schwab 4.450% Series J Preferred Stock
SCHW.PRJ
5 hedge funds and large institutions have $1.13M invested in Charles Schwab 4.450% Series J Preferred Stock in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 0 closing their positions.
25% more funds holding
Funds holding: 4 → 5 (+1)
0.02% more ownership
Funds ownership: 0.23% → 0.25% (+0.02%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boyd Watterson Asset Management
Cleveland,
Ohio
|
+$97.2K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$4.08K |
| 3 |
Ogorek Anthony Joseph
Williamsville,
New York
|
+$1.56K |
Top Sellers
SCHW.PRJ Hedge Fund Activity: Q3 2023 in Review
5 of the 6,317 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) for Q3 2023, worth a combined $1.13M — up 3.5% from $1.09M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SCHW.PRJ positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Boyd Watterson Asset Management, adding an estimated $97.2K.
- 5 institutional investors held Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) as of Q3 2023, up from 4 in Q2 2023.
- Funds reported $1.13M of Charles Schwab 4.450% Series J Preferred Stock stock for Q3 2023, up 3.5% quarter-over-quarter.
- 1 fund opened new Charles Schwab 4.450% Series J Preferred Stock positions in Q3 2023 and 0 closed out, a net change of +1 holder.
- The largest Charles Schwab 4.450% Series J Preferred Stock buyer in Q3 2023 was Boyd Watterson Asset Management, an estimated $97.2K added.
Based on aggregated 13F filings for Q3 2023.