Charles Schwab Corp. (schw 6 Perp C)Preferred / convertible

13F holders, Q1 2024 (March 31)
1holders
$72.34avg. 13F price*

At the end of Q1 2024, 1 institutions reported holding Charles Schwab Corp. (schw 6 Perp C) in their 13F filings. The largest holder was SAM Advisors, LLC ($3.5M).

Company
Charles Schwab Corp. (schw 6 Perp C)
CUSIP
808513402
Latest filing quarter
Q2 2024

History

Number of 13F holders

01 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 1 holders

SAM Advisors, LLC — Add +0.1% 48,518 $3.5M

"% of holder's portfolio" is CHARLES SCHWAB CORP (SCHW 6 PERP C)'s weight in each manager's 13F, not the share of Charles Schwab Corp. (schw 6 Perp C) the manager owns.