| 10/31/2025 | IGPF | S&P sees Charles Schwab positively
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| 5/13/2025 | IGLMPF | Charles Schwab to redeem $24.58 million fixed-rate reset preferreds
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| 11/15/2023 | IGPF | S&P rates Charles Schwab notes A-
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| 4/20/2023 | IGPF | S&P lowers Charles Schwab
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| 4/3/2023 | IGPF | Moody’s stabilizes Charles Schwab view
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| 11/4/2022 | IGPF | Moody’s revises Schwab view to positive
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| 10/20/2022 | IGLMPF | Charles Schwab to redeem $600 million fixed-to-floating preferreds
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| 9/22/2022 | IGLMPF | Charles Schwab to redeem $400 million fixed-to-floating preferreds
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| 3/3/2022 | IGPF | New Issue: Charles Schwab sells $750 million 5% rate-reset perpetual preferreds
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| 3/2/2022 | IGPF | Charles Schwab to sell series K non-cumulative perpetual preferreds
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| 12/31/2021 | PF | Outlook 2022: Record-shattering preferred stock issuance unlikely to be bested in 2022
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| 5/13/2021 | IGPF | Fitch rates Schwab notes A
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| 4/6/2021 | IGLMPF | Charles Schwab to redeem $600 million 6% perpetual preferreds
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| 3/23/2021 | IGPF | New Issue: Charles Schwab sells upsized $600 million 4.45% perpetual preferreds
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| 3/23/2021 | IGPF | Charles Schwab plans to sell $200 million series J non-cumulative preferreds at 4.75% area
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| 3/23/2021 | IGPF | Charles Schwab plans to sell series J non-cumulative preferreds
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| 3/18/2021 | IGPF | Fitch rates Schwab notes A, preferreds BBB-
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| 3/15/2021 | IGPF | New Issue: Charles Schwab sells $2.25 billion 4% fixed-rate reset preferreds
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| 3/15/2021 | IGPF | S&P rates Charles Schwab preferreds BBB
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| 3/15/2021 | IGPF | Charles Schwab plans series I fixed-rate non-cumulative preferreds
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| 12/15/2020 | EMHYPFPV | Market Commentary: Berry Global prices; high-grade supply thin; credit spreads tighten; Nasdaq, Schwab mixed
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| 12/11/2020 | IGPF | Fitch gives Schwab preferreds BBB-
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| 12/11/2020 | IGPF | Fitch rates Schwab notes A
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| 12/9/2020 | EMHYPFPV | Market Commentary: High-grade issuance thins after strong supply; Realty Income prices
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| 12/9/2020 | IGPF | New Issue: Charles Schwab sells $2.5 billion 4% fixed-rate reset preferreds
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| 12/8/2020 | EMHYPFPV | Market Commentary: High-grade issuers Toyota, CBOE, Gladstone, Charles Schwab offer notes; Nasdaq, CVS mixed
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| 12/8/2020 | PF | S&P rates Schwab notes A, preferreds BBB
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| 12/8/2020 | IGPF | S&P rates Schwab notes A, preferreds BBB
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| 12/8/2020 | IGPF | Charles Schwab to sell fixed-rate reset non-cumulative preferreds
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| 12/7/2020 | PF | Market Commentary: Selective Insurance drops; PNC Financial negative; AGNC preferreds rise
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| 12/4/2020 | PF | Market Commentary: Wells Fargo active, flat; Vornado preferreds gain; Selective unchanged
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| 11/3/2020 | PF | Market Commentary: Charles Schwab declines; Allstate preferreds rise; Athene ends positively
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| 10/15/2020 | PF | Market Commentary: Pennsylvania REIT spikes; Public Storage preferreds rise; Ally Financial lower
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| 10/12/2020 | PF | Market Commentary: Public Storage active, unchanged; JPMorgan preferreds rise; AT&T lifted
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| 9/24/2020 | PF | Market Commentary: Wells Fargo negative; MetLife preferreds lose; eBay $25-par notes picks up
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| 5/4/2020 | IGPF | Fitch ups Schwab's preferreds to BBB-
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| 4/27/2020 | PF | Market Commentary: Charles Schwab sells $1,000-par preferreds; Bank of America higher; AT&T diverges
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| 4/27/2020 | IGPF | New Issue: Charles Schwab sells $2.5 billion 5.375% non-cumulative preferreds
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| 4/27/2020 | IGPF | S&P rates Charles Schwab preferreds BBB
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| 4/27/2020 | PF | Market Commentary: Morning Commentary: Charles Schwab, Mitesco preferreds on tap; JPMorgan eyed; AT&T up
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| 4/27/2020 | IGPF | Charles Schwab plans $1,000-par fixed-rate non-cumulative preferreds
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| 4/24/2020 | PF | Market Commentary: Charles Schwab better; AT&T preferreds decline; Northern Trust worse
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| 3/20/2020 | EMHYPFPV | Market Commentary: High-grade supply ramps up; Intel, Coca-Cola, Moody’s price; spreads at highest since 2009
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| 2/7/2020 | PF | Market Commentary: Morning Commentary: Wells Fargo preferreds improve; Oxford Lane rises; GasLog lower
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| 1/17/2020 | PF | Market Commentary: Wells Fargo positive; Triton preferreds end above par; MetLife better
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| 1/3/2020 | PF | Market Commentary: Morning Commentary: Charles Schwab higher; AT&T varies; Qwest $25-par notes positive
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| 12/19/2019 | PF | Market Commentary: Morning Commentary: Citizens Financial active, flat; AT&T better; Entergy Arkansas sinks
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| 10/8/2019 | BKCVHYIGPF | S&P changes E*Trade view to stable, affirms others
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| 10/7/2019 | IGPF | Moody’s changes Schwab’s outlook to stable
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| 10/3/2019 | PF | Market Commentary: Morning Commentary: Priority Income to tap market; Digital Realty up; PennantPark level
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| 6/28/2019 | PF | Market Commentary: Morning Commentary: Qwest $25-par notes rise; Athene higher; Bank of America improves
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| 6/17/2019 | PF | Market Commentary: Triton International taps market; Charles Schwab flat; Voya preferreds up; Athene better
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| 5/20/2019 | EMHYPFPV | Market Commentary: High-grade issuers pack primary; Wells Fargo, Bank of America, NRG, Cargill, Goldman price
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| 3/1/2019 | IGPF | Fitch affirms Charles Schwab
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| 1/29/2019 | PF | Market Commentary: JPMorgan preferreds gain; Southern California Edison improves; NiSource closes better
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| 10/31/2018 | EMHYPFPV | Market Commentary: Daimler, Canadian Railway, Swedish Export, BNG price; new bonds mixed in secondary market
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| 10/30/2018 | PF | Market Commentary: Hartford Financial taps market; JPMorgan improves in secondary; Energy Transfer flat
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| 10/29/2018 | EMHYPFPV | Market Commentary: Schwab, Consumers Energy, Boeing, Aflac, Southwestern Public price bonds; OeKB on tap
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| 10/29/2018 | IGPF | Fitch rates Charles Schwab notes A
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| 10/19/2018 | PF | Market Commentary: Morning Commentary: Priority Income Fund taps market; JPMorgan, Bank of America improve
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| 9/26/2018 | IGPF | Moody’s changes Charles Schwab view
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| 6/8/2018 | PF | Market Commentary: Morning Commentary: Deutsche Bank preferreds flat amid merger talk; Charles Schwab lower
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| 5/18/2018 | EMHYPFPV | Market Commentary: Synchrony, McDonald’s print; Yara prepares deal; lighter volume forecast; new bonds mixed
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| 5/17/2018 | EMHYPFPV | Market Commentary: Svenska Handelsbanken, Charles Schwab, Valero, New Brunswick price notes; Avista firms
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| 12/5/2017 | EMHYPFPV | Market Commentary: American Tower sells $1.4 billion bonds; Duke Realty, Cowen, New Brunswick tap primary
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| 12/4/2017 | EMHYPFPV | Market Commentary: Investment-grade primary market active; Schwab, J.M. Smucker, Public Service price notes
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| 10/31/2017 | IGLMPF | Schwab to redeem all $485 million 6% series B preferreds on Dec. 1
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| 10/25/2017 | PF | Market Commentary: AT&T, Charles Schwab price; preferred stocks weaken; Golar unchanged; Teekay softens
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| 10/25/2017 | EMHYPFPV | Market Commentary: AT&T sells $1.15 billion; Schwab, Synovus tap primary market; high-grade spreads ease
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| 10/25/2017 | IGPF | New Issue: Charles Schwab prices $500 million of 5% fixed-to-floating preferreds
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| 10/25/2017 | PF | Market Commentary: Morning Commentary: Preferred stocks weaken; Charles Schwab, AT&T market deals; Teekay slips
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| 10/25/2017 | IGLMPF | Schwab to redeem series B preferreds with proceeds from new offering
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| 10/25/2017 | IGPF | Charles Schwab eyes depositary shares of fixed-to-floating preferreds
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| 2/27/2017 | EMHYPFPV | Market Commentary: Issuers flood high-grade market; Bank of England, TransCanada, Citizens Bank, Moody’s price
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| 1/18/2017 | PF | Market Commentary: Pennsylvania REIT’s new deal comes upsized; Citigroup, Schwab trade actively on earnings
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| 1/18/2017 | PF | Market Commentary: Morning Commentary: Pennsylvania REIT adds to calendar; Citigroup, Schwab busy post-earnings
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| 12/21/2016 | PF | Market Commentary: Preferred stocks strong at midweek; liquidity still muted; GSE preferreds buck trend
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| 12/21/2016 | PF | Market Commentary: Morning Commentary: Preferred stocks remain strong in early midweek trading; liquidity still muted
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| 10/31/2016 | PF | Market Commentary: AXIS Capital preferred stock offering on deck; recent issues active; Deutsche Bank higher
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| 10/31/2016 | PF | Market Commentary: Morning Commentary: AXIS Capital on deck; recent issues trade; Deutsche Bank ticks higher
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| 10/28/2016 | PF | Market Commentary: Preferreds soften; PNC frees to trade; recent deals at, above par; Deutsche drifts off
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| 10/28/2016 | PF | Market Commentary: Morning Commentary: Preferred stocks soften; PNC frees to trade; recent deals at, above par
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| 10/26/2016 | PF | Market Commentary: M&T Bank frees to trade; Schwab slips; People’s deal still firm; Ally declines on earnings
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| 10/26/2016 | PF | Market Commentary: Morning Commentary: M&T Bank frees to trade; Schwab slips; People’s deal still firm; Ally declines
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| 10/25/2016 | PF | Market Commentary: M&T Bank prices $1,000-par preferreds tight to price talk; People’s new $25-pars improve
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| 10/24/2016 | PF | Market Commentary: Charles Schwab sells upsized preferreds; People’s United’s $25-par deal well received
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| 10/24/2016 | IGPF | New Issue: Charles Schwab sells $600 million 4.625% $1,000-par fixed-to-floating preferreds
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| 10/24/2016 | PF | Market Commentary: Morning Commentary: Charles Schwab plans $1,000-par new issue; People’s United to bring $25-pars
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| 10/24/2016 | IGPF | Charles Schwab to sell $400 million of $1,000-par fixed-to-floating noncumulative preferreds
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| 7/29/2016 | PF | Market Commentary: Preferred stock calendar eyed; recently priced issues in focus; Schwab preferreds active
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| 4/4/2016 | PF | Market Commentary: Preferreds soft going into new quarter; State Street taps market; S&P rebalancing eyed
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| 3/11/2016 | PF | Market Commentary: Preferred stocks firm to end week; KKR deal frees to trade; BB&T lists; recent deals busy
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| 3/10/2016 | PF | Market Commentary: KKR doubles size of preferred units sale; STAG Industrial prices; SoCal Edison, eBay list
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| 3/10/2016 | PF | Market Commentary: Morning Commentary: KKR plans sale of preferred units; STAG prices; SoCal Edison, eBay list
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| 3/10/2016 | PF | Charles Schwab’s 5.95% noncumulative preferreds admitted to NYSE
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| 3/8/2016 | PF | Market Commentary: AmTrust Financial brings upsized new issue; Legg Mason notes free up; recent deals active
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| 3/8/2016 | PF | Market Commentary: Morning Commentary: AmTrust Financial to bring new preferred shares; recent deals in focus
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| 3/4/2016 | PF | Market Commentary: Preferreds end week firm; Sunstone prices; new BB&T, Charles Schwab active, unchanged
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| 3/3/2016 | PF | Market Commentary: Sunstone Hotel to price new cumulative preferreds; BB&T frees to trade; GSE paper firms
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| 3/3/2016 | PF | Market Commentary: Morning Commentary: Sunstone Hotel selling cumulative preferreds; BB&T not yet freed
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| 3/2/2016 | PF | Market Commentary: BB&T ups deal, lowers pricing; SoCal trust’s new issue frees up; Deutsche Bank active
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| 3/2/2016 | PF | Market Commentary: Morning Commentary: BB&T bringing new issue; SoCal Edison frees up; recent deals in focus
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| 3/1/2016 | PF | Market Commentary: Southern California Edison trust doubles preference share sale; Charles Schwab frees up
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| 3/1/2016 | PF | Market Commentary: Morning Commentary: SoCal Edison pricing new issue; Charles Schwab deal frees to trade
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| 2/29/2016 | PF | Market Commentary: Charles Schwab preferreds come upsized, tighter than talk; recent deals expected to dip
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| 2/29/2016 | IGPF | New Issue: Charles Schwab sells $750 million 5.95% perpetual preferreds at par
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| 2/29/2016 | PF | Market Commentary: Morning Commentary: Charles Schwab selling noncumulative preferreds; recent deals expected to slip
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| 2/29/2016 | IGPF | Charles Schwab selling minimum of $250 million $25-par noncumulative preferred stock
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| 1/12/2016 | PF | Market Commentary: Preferreds try to rebound but end flat; Public Storage upsized; oil names under pressure
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| 10/2/2015 | PF | S&P adds nine issues to S&P U.S. Preferred Stock index, removes 14
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| 8/12/2015 | PF | Market Commentary: Preferreds weak in midweek trading; National General notes steady; recent deals active
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| 8/10/2015 | PF | Market Commentary: Preferred stocks begin week with firm tone; JPMorgan’s new issue lists on NYSE; Schwab up
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| 8/5/2015 | PF | Market Commentary: Citigroup prices $1,000-par preferreds; Global Indemnity sells $25-par notes; RBS lower
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| 8/5/2015 | PF | Market Commentary: Morning Commentary: Citigroup plans $1,000-par sale; Global Indemnity to price $25-par notes
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| 8/5/2015 | PF | Charles Schwab’s 6% noncumulative preferreds admitted to NYSE
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| 8/4/2015 | PF | Market Commentary: Charles Schwab, Iberia new issues firm up in trading; Freddie, Fannie preferreds improve
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| 8/4/2015 | PF | Market Commentary: Morning Commentary: Charles Schwab, Iberia new issues firm up; Freddie, Fannie gain on numbers
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| 8/4/2015 | PF | Charles Schwab’s 6% noncumulative preferreds to begin trading on NYSE
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| 8/3/2015 | PF | Market Commentary: Preferred stock market beats broader trend, ends higher; recently priced deals holding up
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| 8/3/2015 | PF | Market Commentary: Morning Commentary: Preferred stock market firm in early trades; recently priced deals holding up
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| 7/31/2015 | PF | Market Commentary: Preferred stock investors focus on week’s new deals; market closes firm; RBS ticks higher
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| 7/31/2015 | PF | Market Commentary: Morning Commentary: Preferred stock investors eye week’s new deals; market looks to end firm
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| 7/30/2015 | PF | Market Commentary: Schwab deal firm; JPMorgan nearing par; IberiaBank gets temporary symbol; RBS mixed
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| 7/30/2015 | PF | Market Commentary: Morning Commentary: Schwab deal remains firm; JPMorgan nearing par; RBS redeeming preferreds
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| 7/29/2015 | PF | Market Commentary: Preferreds give up gains; Charles Schwab shares get temporary symbol; IberiaBank prices
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| 7/29/2015 | IGPF | S&P rates Charles Schwab preferreds BBB
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| 7/29/2015 | PF | Market Commentary: Morning Commentary: Preferreds ticking higher; Charles Schwab preferreds get temporary symbol
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| 7/28/2015 | PF | Market Commentary: Preferred stocks rebound; Charles Schwab new issue frees, trades above par; JPMorgan rises
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| 7/28/2015 | PF | Market Commentary: Morning Commentary: Preferreds look to rebound; Charles Schwab deal frees; JPMorgan improving
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| 7/27/2015 | PF | Market Commentary: Preferred stocks start soft; Charles Schwab prices $600 million; DynaGas lists on NYSE
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| 7/27/2015 | IGPF | New Issue: Charles Schwab sells $600 million of 6% noncumulative perpetual preferred stock at par
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| 7/27/2015 | IGPF | Charles Schwab to sell noncumulative preferreds; price talk 6%-6.125%
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| 3/3/2015 | EMHYMUPFPV | Market Commentary: Actavis megadeal prices; Exxon upsizes; Exxon trades; AT&T firms; Verizon mixed
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| 3/3/2015 | IGPF | Moody's rates Charles Schwab notes A2
|
| 10/3/2013 | PF | Market Commentary: Campus Crest, Box Ships plan add-on offerings; Tsakos admitted to NYSE; Schwab, PNC busy
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| 7/22/2013 | IGPF | S&P assigns A to Charles Schwab notes
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| 12/4/2012 | IGPF | Fitch: Charles Schwab notes A
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| 8/30/2012 | PF | Market Commentary: Holiday, vacations keep preferred stock action muted; JPMorgan issue remains just under par
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| 8/23/2012 | IGPF | Fitch: Charles Schwab notes A
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| 7/31/2012 | IGLMPF | Charles Schwab calls Schwab Capital Trust I's trust preferreds in full
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| 7/2/2012 | PF | Market Commentary: Preferreds strengthen despite light volume; RBS has 'room to run'; Hercules brings add-on
|
| 6/12/2012 | PF | Market Commentary: NextEra Energy brings $325 million $25-par notes to market; Schwab lists; JPMorgan calls TRUPs
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| 6/12/2012 | PF | Charles Schwab's 6% perpetual preferreds to begin trading on NYSE
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| 6/12/2012 | PF | Market Commentary: Preferred Stock Midday Commentary: J.P. Morgan makes $9 billion redemption; no pricing for NextEra
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| 6/5/2012 | PF | Market Commentary: Public Storage's planned new issue fizzles ahead of pricing; broad market ends fairly mixed
|
| 6/4/2012 | PF | Market Commentary: Preferred stock sellers, investors at standstill; Schwab preferreds hang in; RBS shares suffer
|
| 6/1/2012 | PF | Market Commentary: Weak tone of general market holds Charles Schwab deal back; Armour's new issue fails to entice
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| 5/31/2012 | IGPF | Fitch rates Charles Schwab preferreds BB+
|
| 5/31/2012 | PF | Market Commentary: Preferred market seesaws throughout session; Armour new deal fizzles; Schwab hanging in there
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| 5/30/2012 | IGPF | New Issue: Charles Schwab brings $425 million 6% series B noncumulative preferreds
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| 5/30/2012 | PF | Market Commentary: Mounting concerns about Europe remain key driver of preferred market; Charles Schwab upsizes
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| 5/29/2012 | PF | Market Commentary: Charles Schwab to issue preferreds; Cedar Realty plans at-the-market offering, redemption
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| 5/29/2012 | IGPF | Charles Schwab's $200 million offering of series B perpetual preferreds talked at 6%-6.125%
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| 1/25/2012 | PF | Market Commentary: Gladstone Commercial prices new deal; Ares to price $25-par notes; Schwab heads upward
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| 1/24/2012 | IGPF | New Issue: Charles Schwab brings $400 million fixed-to-floating preferreds at 7%
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| 1/24/2012 | PF | Market Commentary: New issues again the focus in preferred market; Schwab falls early, rebounds; Aegon prices
|
| 1/23/2012 | PF | Market Commentary: Charles Schwab, Aegon give talk; Gladstone plans preferreds; recent deals hold in trading
|
| 1/23/2012 | IGPF | Charles Schwab preps fixed-to-floating-rate perpetual preferred sale
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| 1/23/2012 | IGPF | Moody's assigns Charles Schwab preferreds Baa2
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| 1/23/2012 | IGPF | Fitch to rate Schwab issue BB+
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| 12/15/2011 | CVIGPF | Charles Schwab files automatic shelf covering debt, preferreds, stock
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| 4/22/2010 | IGMUPF | Charles Schwab clients get access to J.P. Morgan fixed-income products
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