6 institutions reported holding $733,153 of THE CHARLES S 5.95 PFD SER D (SCHW-PD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Mengis Capital Management, Inc. ($412,515), Estabrook Capital Management ($273,347), First Command Advisory Services, Inc. ($23,101), Archer Investment Corp ($14,514), PNC Financial Services Group, Inc. ($9,676). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Mengis Capital Management, Inc. | $412,515 | 17,053 | Hold |
| 2 | Estabrook Capital Management | $273,347 | 11,300 | Hold |
| 3 | First Command Advisory Services, Inc. | $23,101 | 955 | Added |
| 4 | Archer Investment Corp | $14,514 | 600 | Hold |
| 5 | PNC Financial Services Group, Inc. | $9,676 | 400 | Hold |
| 6 | Golden State Equity Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30