Charles Schwab Corp. (schw V5.375 Perp G)
13F holders, Q1 2025 (March 31)1holders
0new positions
0sold out
$1.00avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Charles Schwab Corp. (schw V5.375 Perp G) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holder was Montecito Bank & Trust ($100K).
- Company
- Charles Schwab Corp. (schw V5.375 Perp G)
- CUSIP
- 808513BD6
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 1 holders
| Montecito Bank & Trust | 0.02% | No change | 100,000 | $100K |
"% of holder's portfolio" is CHARLES SCHWAB CORP (SCHW V5.375 PERP G)'s weight in each manager's 13F, not the share of Charles Schwab Corp. (schw V5.375 Perp G) the manager owns.