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.

9 hedge funds and large institutions have $7.78M invested in The Charles Schwab Corporation in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

29% more funds holding

Funds holding: 79 (+2)

9% more capital invested

Capital invested by funds: $7.15M → $7.78M (+$636K)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
1
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
Roosevelt Investment Group
New York
$4.1M -$104K -4,100 -2%
FBB
2
Fulton Breakefield Broenniman
Maryland
$1.46M -$11.8K -465 -0.8%
CGH
3
Crossmark Global Holdings
Texas
$1.28M +$1.29M +50,540 New
CDH
4
Charles D. Hyman
$305K +$306K +12,000 New
CL
5
CPWM LLC
Washington
$300K +$301K +11,805 New
MCM
6
Maryland Capital Management
Maryland
$221K +$222K +8,710 New
ECM
7
Estabrook Capital Management
New York
$88.9K
BRC
8
Bell Rock Capital
Delaware
$25K
SIM
9
Sonora Investment Management
Arizona
$8.38K +$5.09K +200 +154%
IP
10
Intellectus Partners
California
-$39K -1,516 Closed