DOSSIER · 13F Holders · Q2 2026
SCHW 4.45 PERP J

Charles Schwab 4.45 Pfd

4 institutions still hold Charles Schwab 4.45 Pfd as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808513865·4 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1M
visible holders
Holders
4
filers reporting
Concentration
57.20%
VIMA LLC #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported SCHW 4.45 PERP J in Q2 2026. VIMA LLC leads at 57.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
VIMA LLC
CIK 0002012155
$802K46K0.78%Q2 2026
02
Sterling Capital Management LLC
CIK 0001329883
$537K31K0.01%Q2 2026
03
First Command Advisory Services, Inc.
CIK 0001727336
$36K2K0.00%Q2 2026
04
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$27K1K0.00%Q4 2025