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Charles Schwab 4.45 pfd Ser. J shares owned by Vima

Quarter-by-quarter ownership of Charles Schwab 4.45 pfd Ser. J (SCHW.PJ) shares owned by Vima from 13F filings

Historical chart of Vima investment in Charles Schwab 4.45 pfd Ser. J

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All positions including Charles Schwab 4.45 pfd Ser. J held by Vima consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab 4.45 pfd Ser. J by Vima

Quarter filed Position value Share count Share price at filing
2026-06-30 $802k 46k 17.48
2024-03-31 $679k 35k 19.32

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Top funds holding Charles Schwab 4.45 pfd Ser. J

Vima
Sterling Capital Management
Pnc Financial Services
First Command Advisory Services

View all funds holding Charles Schwab 4.45 pfd Ser. J