CHARLES SCHWAB 5.950per PFD SER D PERP MTY NON CUM CALL 6/01/21 @25
CUSIP 808513600
Charles Schwab 5.950per Pfd Ser D Perp Mty Non Cum Call 6/01/21 @25 has 6 institutional holders in Filings Flow’s 13F database, together reporting 29.7K shares worth $721,228 as of Q1 2026. The largest reported holders are Mengis Capital Management, Inc., Estabrook Capital Management, and Gfg Capital, LLC.
Institutional Holders
6
Q1 2026
Reported Value
$721,228
Ticker
unmapped
private placement or foreign
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Mengis Capital Management, Inc.$581M AUM | 0.07% | $413,709 | 17.1K | Q1 2026 |
| Estabrook Capital Management$685M AUM | 0.04% | $274,138 | 11.3K | Q1 2026 |
| GFG Capital, LLC$313M AUM | 0.02% | $61,650 | 2.5K | Q2 2025OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.01% | $13,686 | 555 | Q2 2025OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $14,556 | 600 | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.00% | $750 | 30 | Q4 2025OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $8,394 | 346 | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $727 | 30 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $9,704 | 400 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.