Charles Schwab 4.45 pfd Ser. J's ticker is SCHWPRJ and the CUSIP is 808513865.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1 | – | 80 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 37,700 | $770,000 | 0.33% |
| D L CARLSON INVESTMENT GROUP INC | 60,670 | $1,240,000 | 0.26% |
| ROANOKE ASSET MANAGEMENT CORP/ NY | 16,000 | $327,000 | 0.15% |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 100 | $2,000 | 0.00% |