CHARLES SCHWAB CORP NEW DEP SHS REPSTG 1/40TH PERP PFD SER J 4.45PCT CALL ON ANYTM AFT 6/1/26 @ 25 · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| VIMA LLC | 0.77% | — | #1 | $802,058 | 45,884 | $0 | 0 | +45,884 | New Buy | |
| Sterling Capital Management LLC | 0.01% | 0.01% | #2 | $536,790 | 30,850 | $546,662 | 30,850 | 00.00% | Unchanged | |
| First Command Advisory Services, Inc. | <0.01% | <0.01% | #3 | $35,817 | 2,049 | $11,050 | 625 | +1,424+227.84% | Add | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #4 | $20,836 | 1,192 | $21,269 | 1,203 | -11-0.91% | Reduce |