Charles Schwab 4.45 pfd Ser. J's ticker is SCHWPRJ and the CUSIP is 808513865. A total of 6 filers reported holding Charles Schwab 4.45 pfd Ser. J in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,767 | +7.7% | 1,707 | +14.0% | 0.00% | – |
| Q2 2023 | $29,491 | +47.1% | 1,497 | +44.2% | 0.00% | – |
| Q1 2023 | $20,054 | +187.5% | 1,038 | +175.3% | 0.00% | – |
| Q4 2022 | $6,975 | – | 377 | +3327.3% | 0.00% | – |
| Q1 2022 | $0 | – | 11 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | – | 11 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 37,750 | $733,671 | 0.30% |
| D L CARLSON INVESTMENT GROUP INC | 30,810 | $595 | 0.14% |
| ROANOKE ASSET MANAGEMENT CORP/ NY | 16,000 | $309 | 0.13% |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 17,200 | $393 | 0.06% |
| Tradition Wealth Management, LLC | 254 | $5 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1,038 | $20,054 | 0.00% |