Charles Schwab 4.450% Series J Preferred Stock
SCHW.PRJ
3 hedge funds and large institutions have $643K invested in Charles Schwab 4.450% Series J Preferred Stock in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.
0.29% less ownership
Funds ownership: 0.29% → 0% (-0.29%)
25% less funds holding
Funds holding: 4 → 3 (-1)
51% less capital invested
Capital invested by funds: $1.32M → $643K (-$672K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWAM
Boyd Watterson Asset Management
Cleveland,
Ohio
|
-$695K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.45K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCM
1
Sterling Capital Management
Charlotte,
North Carolina
| $606K | – | – | – |
|
|
2
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $35.7K | -$2.45K | -125 | -6% |
|
|
NS
3
NBC Securities
Birmingham,
Alabama
| $1.73K | – | – | – |
|
|
BWAM
4
Boyd Watterson Asset Management
Cleveland,
Ohio
| – | -$695K | -36,750 | Closed |
|
SCHW.PRJ Hedge Fund Activity: Q3 2025 in Review
3 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) for Q3 2025, worth a combined $643K — down 51% from $1.32M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of SCHW.PRJ and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 0 added.
The largest seller was Boyd Watterson Asset Management, exiting entirely with an estimated $695K sold.
- 3 institutional investors held Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) as of Q3 2025, down from 4 in Q2 2025.
- Funds reported $643K of Charles Schwab 4.450% Series J Preferred Stock stock for Q3 2025, down 51% quarter-over-quarter.
- 0 funds opened new Charles Schwab 4.450% Series J Preferred Stock positions in Q3 2025 and 1 closed out, a net change of -1 holder.
- The largest Charles Schwab 4.450% Series J Preferred Stock seller in Q3 2025 was Boyd Watterson Asset Management, an estimated $695K sold.
Based on aggregated 13F filings for Q3 2025.