Charles Schwab 4.450% Series J Preferred Stock
SCHW.PRJ
3 hedge funds and large institutions have $1.37M invested in Charles Schwab 4.450% Series J Preferred Stock in 2025 Q1 according to their latest regulatory filings, with funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 0 closing their positions.
0% more capital invested
Capital invested by funds: $1.36M → $1.37M (+$6.05K)
0% more funds holding
Funds holding: 3 → 3 (0)
0% less ownership
Funds ownership: 0.29% → 0.29% (-0%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$3.56K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWAM
1
Boyd Watterson Asset Management
Cleveland,
Ohio
| $716K | – | – | – |
|
|
SCM
2
Sterling Capital Management
Charlotte,
North Carolina
| $601K | – | – | – |
|
|
3
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $50K | -$3.56K | -181 | -7% |
|
SCHW.PRJ Hedge Fund Activity: Q1 2025 in Review
3 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) for Q1 2025, worth a combined $1.37M — up 0.44% from $1.36M a quarter earlier.
Fund positioning in SCHW.PRJ was balanced in Q1 2025: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 1 trimmed.
The largest seller was PNC Financial Services Group, cutting an estimated $3.56K.
- 3 institutional investors held Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $1.37M of Charles Schwab 4.450% Series J Preferred Stock stock for Q1 2025, up 0.44% quarter-over-quarter.
- 0 funds opened new Charles Schwab 4.450% Series J Preferred Stock positions in Q1 2025 and 0 closed out.
- The largest Charles Schwab 4.450% Series J Preferred Stock seller in Q1 2025 was PNC Financial Services Group, an estimated $3.56K sold.
Based on aggregated 13F filings for Q1 2025.