Schwab 6.00% Series B PFD

CUSIP: 808513204 | 30 institutional holders

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Institutional Holders — Q3 2017

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Roosevelt Investment Group Inc161,375

0.0% of portfolio$4.1K

Fulton Breakefield Broenniman LLC57,309

0.0% of portfolio$1.5K

Crossmark Global Holdings, Inc.50,540

0.0% of portfolio$1.3K

Hyman Charles D12,000

0.0% of portfolio$305

Cpcm, LLC11,805

0.0% of portfolio$300

Maryland Capital Management8,710

0.0% of portfolio$221

Estabrook Capital Management3,500

0.0% of portfolio$88.9K

Bell Rock Capital LLC1,000

0.0% of portfolio$25

Sonora Investment Management, LLC330

0.0% of portfolio$8.4K

				Style	Turnover	Location	Filed
Roosevelt Investment Group Inc	161,375	$4.1K	0.0%	N/A	N/A	New York, NY	2017-11-08
Fulton Breakefield Broenniman LLC	57,309	$1.5K	0.0%	Growth	Low	Bethesda, MD	2017-10-13
Crossmark Global Holdings, Inc.	50,540	$1.3K	0.0%	GARP	Medium	Houston, TX	2017-10-27
Hyman Charles D	12,000	$305	0.0%	N/A	N/A	Ponte Vedra Beach, FL	2017-11-13
Cpcm, LLC	11,805	$300	0.0%	N/A	N/A	Seattle, WA	2017-11-14
Maryland Capital Management	8,710	$221	0.0%	N/A	N/A	Baltimore, MD	2017-11-14
Estabrook Capital Management	3,500	$88.9K	0.0%	Core	Very Low	New York, NY	2017-11-09
Bell Rock Capital LLC	1,000	$25	0.0%	N/A	N/A	Rehoboth Beach, DE	2018-12-06
Sonora Investment Management, LLC	330	$8.4K	0.0%	N/A	N/A	Tucson, AZ	2017-10-12