Charles Schwab 4.450% Series J Preferred Stock
SCHW.PRJ
5 hedge funds and large institutions have $1.21M invested in Charles Schwab 4.450% Series J Preferred Stock in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.
8% more capital invested
Capital invested by funds: $1.13M → $1.21M (+$84.8K)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more ownership
Funds ownership: 0.25% → 0.25% (+0%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$9.39K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWAM
1
Boyd Watterson Asset Management
Cleveland,
Ohio
| $852K | – | – | – |
|
|
RAM
2
Roanoke Asset Management
Jersey City,
New Jersey
| $315K | – | – | – |
|
|
3
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $43.5K | +$9.39K | +508 | +30% |
|
|
RMC
4
Resources Management Corp
West Hartford,
Connecticut
| $2K | – | – | – |
|
|
OAJ
5
Ogorek Anthony Joseph
Williamsville,
New York
| $1K | – | – | – |
|
SCHW.PRJ Hedge Fund Activity: Q4 2023 in Review
5 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) for Q4 2023, worth a combined $1.21M — up 7.5% from $1.13M a quarter earlier.
Fund positioning in SCHW.PRJ was balanced in Q4 2023: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $9.39K.
- 5 institutional investors held Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $1.21M of Charles Schwab 4.450% Series J Preferred Stock stock for Q4 2023, up 7.5% quarter-over-quarter.
- 0 funds opened new Charles Schwab 4.450% Series J Preferred Stock positions in Q4 2023 and 0 closed out.
- The largest Charles Schwab 4.450% Series J Preferred Stock buyer in Q4 2023 was PNC Financial Services Group, an estimated $9.39K added.
Based on aggregated 13F filings for Q4 2023.