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
5 hedge funds and large institutions have $1.13M 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 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
Holders
5
Holders Change
–
Holders Change %
0%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BWAM
1
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$796K |
| 2 |
2
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$31.8K |
| 3 |
OAJ
3
Ogorek Anthony Joseph
Williamsville,
New York
|
$1K |
Top Sellers
| 1 |
1
Comerica Bank
Dallas,
Texas
|
$0 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BWAM
1
Boyd Watterson Asset Management
Cleveland,
Ohio
| $796K | 42,750 | +5,000 | +13% |
|
|
RAM
2
Roanoke Asset Management
Jersey City,
New Jersey
| $298K | 16,000 | – | – |
|
|
3
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $31.8K | 1,707 | +210 | +14% |
|
|
RMC
4
Resources Management Corp
West Hartford,
Connecticut
| $2K | 100 | – | – |
|
|
OAJ
5
Ogorek Anthony Joseph
Williamsville,
New York
| $1K | 80 | +80 | New |
|
|
6
Comerica Bank
Dallas,
Texas
| – | – | -5,883 | Closed |
|