SEC 13F Intelligence

THE CHARLES SCHW 6 PFD PFD SE

CUSIP 808513402

The Charles Schw 6 Pfd Pfd SE has 1 institutional holders in Filings Flow’s 13F database, together reporting 33.7K shares worth $889,000 as of Q3 2019.

Institutional Holders
1
Q3 2019
Reported Value
$889,000
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q1 ’19: 1Q1 ’19Q2 ’19: 1Q2 ’19Q3 ’19: 1Q3 ’19filingsflow.com
Total reported value
Q1 ’19: $361,000Q1 ’19Q2 ’19: $623,000Q2 ’19Q3 ’19: $889,000Q3 ’19filingsflow.com

Holders

Manager% of PortfolioValueSharesQuarter
SAM Advisors, LLC$319M AUM1.26%$3M47.1KQ2 2024

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.