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SCHW.PRB.CL

The Charles Schwab Corporation
SCHW.PRB.CL

Delisted

SCHW.PRB.CL was delisted on the 30th of November, 2017.

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10 hedge funds and large institutions have $4.02M invested in The Charles Schwab Corporation in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 10 → 10 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

19% less capital invested

Capital invested by funds: $4.94M → $4.02M (-$923K)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
10
Holders Change
–
Holders Change %
0%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$148K
2
PR
Payden & Rygel
California
+$87K
3
NSIM
North Star Investment Management
Illinois
+$63.6K
4
NPF
Norris Perne & French
Michigan
+$22.8K

Top Sellers

1
CNB
City National Bank
California
-$718K
2
BC
Barnett & Company
Tennessee
-$213K
3
DA
Dunvegan Associates
California
-$89.5K
4
KIA
KCM Investment Advisors
California
-$54.8K
5
FBB
Fulton Breakefield Broenniman
Maryland
-$40.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
FBB
1
Fulton Breakefield Broenniman
Maryland
$762K -$40.6K -1,776 -5%
DA
2
Dunvegan Associates
California
$755K -$89.5K -3,919 -10%
CNB
3
City National Bank
California
$752K -$718K -31,430 -48%
NSIM
4
North Star Investment Management
Illinois
$501K +$63.6K +2,785 +14%
PPA
5
Parametric Portfolio Associates
Washington
$361K -$14.6K -641 -4%
Ameriprise
6
Ameriprise
Minnesota
$255K +$148K +6,479 +126%
NPF
7
Norris Perne & French
Michigan
$233K +$22.8K +1,000 +10%
KIA
8
KCM Investment Advisors
California
$228K -$54.8K -2,400 -19%
ECM
9
Estabrook Capital Management
New York
$88K – – –
PR
10
Payden & Rygel
California
$84K +$87K +3,810 New
BC
11
Barnett & Company
Tennessee
– -$213K -9,430 Closed