Charles Schwab Bank SSB (schw 5.35 06/05/25 Cd)
13F holders, Q1 2025 (March 31)2holders +1
2new positions
1sold out
$1.00avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Charles Schwab Bank SSB (schw 5.35 06/05/25 Cd) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Thurston, Springer, Miller, Herd & Titak, Inc. ($100K) and Vermillion Wealth Management, Inc. ($11K).
- Company
- Charles Schwab Bank SSB (schw 5.35 06/05/25 Cd)
- CUSIP
- 15987UCU0
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $111K |
| Exits | 1 | $7K |
All 13F filers, Q4 2024 → Q1 2025: 111,000 shares bought and 7,000 shares sold, net +104,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 100,000 | $100K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 11,000 | $11K |
"% of holder's portfolio" is CHARLES SCHWAB BANK SSB (SCHW 5.35 06/05/25 CD)'s weight in each manager's 13F, not the share of Charles Schwab Bank SSB (schw 5.35 06/05/25 Cd) the manager owns.