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Charles Schwab 4.450% Series J Preferred Stock

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.

New
Increased
Maintained
Reduced
Closed

33% more funds holding

Funds holding: 3 → 4 (+1)

0.08% more ownership

Funds ownership: 0.25% → 0.33% (+0.08%)

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Sellers

No sellers this quarter

SCHW.PRJ Hedge Fund Activity: Q2 2024 in Review

4 of the 6,943 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.