Charles Schwab 4.450% Series J Preferred Stock
SCHW.PRJ
3 hedge funds and large institutions have $658K invested in Charles Schwab 4.450% Series J Preferred Stock in 2025 Q4 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
2% more capital invested
Capital invested by funds: $643K → $658K (+$14.5K)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NS
NBC Securities
Birmingham,
Alabama
|
+$51.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$6.76K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCM
1
Sterling Capital Management
Charlotte,
North Carolina
| $578K | – | – | – |
|
|
NS
2
NBC Securities
Birmingham,
Alabama
| $51.6K | +$51.5K | +2,666 | +3,030% |
|
|
3
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $27.5K | -$6.76K | -350 | -19% |
|
SCHW.PRJ Hedge Fund Activity: Q4 2025 in Review
3 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) for Q4 2025, worth a combined $658K — up 2.3% from $643K a quarter earlier.
Fund positioning in SCHW.PRJ was balanced in Q4 2025: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was NBC Securities, adding an estimated $51.5K. The largest seller was PNC Financial Services Group, cutting an estimated $6.76K.
- 3 institutional investors held Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $658K of Charles Schwab 4.450% Series J Preferred Stock stock for Q4 2025, up 2.3% quarter-over-quarter.
- 0 funds opened new Charles Schwab 4.450% Series J Preferred Stock positions in Q4 2025 and 0 closed out.
- The largest Charles Schwab 4.450% Series J Preferred Stock buyer in Q4 2025 was NBC Securities, an estimated $51.5K added.
- The largest Charles Schwab 4.450% Series J Preferred Stock seller in Q4 2025 was PNC Financial Services Group, an estimated $6.76K sold.
Based on aggregated 13F filings for Q4 2025.