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SCHW.PRB.CL
The Charles Schwab Corporation
SCHW.PRB.CL
SCHW.PRB.CL
Delisted
SCHW.PRB.CL was delisted on the 30th of November, 2017.
9 hedge funds and large institutions have $4.66M invested in The Charles Schwab Corporation in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
44% more capital invested
Capital invested by funds: $3.25M → $4.66M (+$1.42M)
29% more funds holding
Funds holding: 7 → 9 (+2)
Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
CNB
City National Bank
Beverly Hills,
California
|
-$240K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FBB
1
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.23M | +$34.9K | +1,326 | +3% |
|
|
RIG
2
Roosevelt Investment Group
New York
| $1.01M | +$416K | +15,775 | +71% |
|
|
MPWT
3
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $551K | +$205K | +7,800 | +60% |
|
4
Ameriprise
Minneapolis,
Minnesota
| $462K | +$4.85K | +184 | +1% |
|
|
PPA
5
Parametric Portfolio Associates
Seattle,
Washington
| $458K | +$15.6K | +592 | +4% |
|
|
SAM
6
SignalPoint Asset Management
Springfield,
Missouri
| $435K | +$430K | +16,325 | New |
|
|
GA
7
Geneva Advisors
Chicago,
Illinois
| $414K | +$410K | +15,550 | New |
|
|
ECM
8
Estabrook Capital Management
New York
| $93.2K | – | – | – |
|
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5K | +$5.27K | +200 | New |
|
|
CNB
10
City National Bank
Beverly Hills,
California
| – | -$240K | -9,390 | Closed |
|