Charles Schwab 4.450% Series J Preferred Stock
SCHW.PRJ
4 hedge funds and large institutions have $1.32M invested in Charles Schwab 4.450% Series J Preferred Stock in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
33% more funds holding
Funds holding: 3 → 4 (+1)
0% less ownership
Funds ownership: 0.29% → 0.29% (-0%)
4% less capital invested
Capital invested by funds: $1.37M → $1.32M (-$51.4K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NS
NBC Securities
Birmingham,
Alabama
|
+$1.67K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$12.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWAM
1
Boyd Watterson Asset Management
Cleveland,
Ohio
| $695K | – | – | – |
|
|
SCM
2
Sterling Capital Management
Charlotte,
North Carolina
| $583K | – | – | – |
|
|
3
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $36.7K | -$12.1K | -636 | -25% |
|
|
NS
4
NBC Securities
Birmingham,
Alabama
| $1K | +$1.67K | +88 | New |
|
SCHW.PRJ Hedge Fund Activity: Q2 2025 in Review
4 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) for Q2 2025, worth a combined $1.32M — down 3.8% from $1.37M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SCHW.PRJ positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was NBC Securities, opening a new position worth an estimated $1.67K. The largest seller was PNC Financial Services Group, cutting an estimated $12.1K.
- 4 institutional investors held Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) as of Q2 2025, up from 3 in Q1 2025.
- Funds reported $1.32M of Charles Schwab 4.450% Series J Preferred Stock stock for Q2 2025, down 3.8% quarter-over-quarter.
- 1 fund opened new Charles Schwab 4.450% Series J Preferred Stock positions in Q2 2025 and 0 closed out, a net change of +1 holder.
- The largest Charles Schwab 4.450% Series J Preferred Stock buyer in Q2 2025 was NBC Securities, an estimated $1.67K added.
- The largest Charles Schwab 4.450% Series J Preferred Stock seller in Q2 2025 was PNC Financial Services Group, an estimated $12.1K sold.
Based on aggregated 13F filings for Q2 2025.