| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| FULTON BREAKEFIELD BROENNIMAN LLC | 18 | 18 | 0.20% | 0.27% | 0.32% | Q2 2013 | Q3 2017 | 18 |
| Estabrook Capital Management | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 15 |
| ROOSEVELT INVESTMENT GROUP LLC | 12 | 12 | 0.03% | 0.27% | 0.46% | Q4 2014 | Q3 2017 | 12 |
| CITY NATIONAL BANK | 7 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2015 | 9 |
| AMERIPRISE FINANCIAL INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
| CAPSTONE ASSET MANAGEMENT CO | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q2 2017 | 9 |
| SignalPoint Asset Management, LLC | 8 | 8 | 0.11% | 0.17% | 0.19% | Q1 2015 | Q4 2016 | 8 |
| MASSMUTUAL TRUST CO FSB/ADV | 4 | 3 | 0.00% | 0.13% | 0.25% | Q3 2014 | Q2 2016 | 7 |
| Geneva Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
| Bell Rock Capital LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2017 | 4 |
| Intellectus Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
| NORRIS PERNE & FRENCH LLP/MI | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q4 2013 | 3 |
| KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
| Sonora Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
| Dunvegan Associates, Inc. | 3 | 3 | 0.16% | 0.47% | 0.63% | Q2 2013 | Q4 2013 | 3 |
| North Star Investment Management Corp. | 3 | 3 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q4 2013 | 3 |
| HUNTINGTON NATIONAL BANK | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2014 | Q3 2014 | 3 |
| MYCIO WEALTH PARTNERS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 3 |
| HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q2 2016 | 2 |
| Barnett & Company, Inc. | 2 | 2 | 0.11% | 0.14% | 0.16% | Q2 2013 | Q3 2013 | 2 |
| Crossmark Global Holdings, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2017 | 2 |
| PNC FINANCIAL SERVICES GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
| Starfire Investment Advisers, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2016 | Q4 2016 | 1 |
| Maryland Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
| Pointe Capital Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2016 | Q4 2016 | 1 |
| Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
| PAYDEN & RYGEL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
| CPWM, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
| HYMAN CHARLES D | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
External links
This page lists all the filers that currently own SCHWAB 6.00% SERIES B PFD or have owned SCHWAB 6.00% SERIES B PFD in the past.