We are live on ! Find out more
SCHW.PRB.CL

The Charles Schwab Corporation
SCHW.PRB.CL

Delisted

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

Back to rankings

6 hedge funds and large institutions have $6.76M invested in The Charles Schwab Corporation in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

68% more capital invested

Capital invested by funds: $4.02M → $6.76M (+$2.74M)

40% less funds holding

Funds holding: 10 → 6 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
6
Holders Change
-4
Holders Change %
-40%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
1
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HNB
Huntington National Bank
Ohio
+$4.53M
2
Ameriprise
Ameriprise
Minnesota
+$106K
3
PPA
Parametric Portfolio Associates
Washington
+$10.4K
4
FBB
Fulton Breakefield Broenniman
Maryland
+$531

Top Sellers

1
DA
Dunvegan Associates
California
-$755K
2
CNB
City National Bank
California
-$512K
3
NSIM
North Star Investment Management
Illinois
-$501K
4
NPF
Norris Perne & French
Michigan
-$233K
5
KIA
KCM Investment Advisors
California
-$228K
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
1
Huntington National Bank
Ohio
$4.66M +$4.53M +187,514 New
FBB
2
Fulton Breakefield Broenniman
Maryland
$863K +$531 +22 +0.1%
PPA
3
Parametric Portfolio Associates
Washington
$419K +$10.4K +432 +3%
Ameriprise
4
Ameriprise
Minnesota
$398K +$106K +4,408 +38%
CNB
5
City National Bank
California
$323K -$512K -21,200 -62%
ECM
6
Estabrook Capital Management
New York
$99.4K – – –
DA
7
Dunvegan Associates
California
– -$755K -34,325 Closed
NSIM
8
North Star Investment Management
Illinois
– -$501K -22,805 Closed
NPF
9
Norris Perne & French
Michigan
– -$233K -10,600 Closed
KIA
10
KCM Investment Advisors
California
– -$228K -10,350 Closed
PR
11
Payden & Rygel
California
– -$84K -3,810 Closed