DOSSIER · 13F Holders · Q3 2026
SCHW 4.45 PERP J

Charles Schwab 4.45 Pfd

3 institutions still hold Charles Schwab 4.45 Pfd as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808513865·3 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$572K
visible holders
Holders
3
filers reporting
Concentration
84.81%
Sterling Capital Management LLC #1
top holder share
AI Holders Summary · Q3 2026

3 institutions reported SCHW 4.45 PERP J in Q3 2026. Sterling Capital Management LLC leads at 84.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Sterling Capital Management LLC
CIK 0001329883
$485K31K0.01%Q3 2026
02
First Command Advisory Services, Inc.
CIK 0001727336
$75K5K0.00%Q3 2026
03
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$12K7450.00%Q3 2026