Charles Schwab 4.450% Series J Preferred Stock
SCHW.PRJ
4 hedge funds and large institutions have $1.57M invested in Charles Schwab 4.450% Series J Preferred Stock in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 0 closing their positions.
33% more funds holding
Funds holding: 3 → 4 (+1)
24% more capital invested
Capital invested by funds: $1.27M → $1.57M (+$303K)
0.08% more ownership
Funds ownership: 0.25% → 0.33% (+0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMC
First Merchants Corp
Muncie,
Indiana
|
+$385K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$3.87K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWAM
1
Boyd Watterson Asset Management
Cleveland,
Ohio
| $818K | – | – | – |
|
|
FMC
2
First Merchants Corp
Muncie,
Indiana
| $381K | +$385K | +18,995 | New |
|
|
RAM
3
Roanoke Asset Management
Jersey City,
New Jersey
| $321K | – | – | – |
|
|
4
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $53.1K | +$3.87K | +191 | +8% |
|
SCHW.PRJ Hedge Fund Activity: Q2 2024 in Review
4 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) for Q2 2024, worth a combined $1.57M — up 24% from $1.27M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SCHW.PRJ positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was First Merchants Corp, opening a new position worth an estimated $385K.
- 4 institutional investors held Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) as of Q2 2024, up from 3 in Q1 2024.
- Funds reported $1.57M of Charles Schwab 4.450% Series J Preferred Stock stock for Q2 2024, up 24% quarter-over-quarter.
- 1 fund opened new Charles Schwab 4.450% Series J Preferred Stock positions in Q2 2024 and 0 closed out, a net change of +1 holder.
- The largest Charles Schwab 4.450% Series J Preferred Stock buyer in Q2 2024 was First Merchants Corp, an estimated $385K added.
Based on aggregated 13F filings for Q2 2024.