SCHWPRD — The Charles S 5.95 Pfd Ser D Institutional Holders · Q2 2026
Who owns The Charles S 5.95 Pfd Ser D (SCHWPRD)? 6 institutions reported holding $733,153 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Mengis Capital Management, Inc. ($412,515), Estabrook Capital Management ($273,347), First Command Advisory Services, Inc. ($23,101).
| 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