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

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: 7 → 9 (+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
–

Top Buyers

Rank Fund Capital Flow
1
CDH
Charles D. Hyman
+$306K
2
CL
CPWM LLC
Washington
+$301K
3
MCM
Maryland Capital Management
Maryland
+$222K
4
SIM
Sonora Investment Management
Arizona
+$5.09K

Top Sellers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
-$104K
2
IP
Intellectus Partners
California
-$39K
3
FBB
Fulton Breakefield Broenniman
Maryland
-$11.8K

SCHW.PRB.CL Hedge Fund Activity: Q3 2017 in Review

9 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in The Charles Schwab Corporation (SCHW.PRB.CL) for Q3 2017, worth a combined $7.78M — up 8.9% from $7.15M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SCHW.PRB.CL positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 2 trimmed.

The largest buyer was Charles D. Hyman, opening a new position worth an estimated $306K. The largest seller was Roosevelt Investment Group, cutting an estimated $104K.

  • 9 institutional investors held The Charles Schwab Corporation (SCHW.PRB.CL) as of Q3 2017, up from 7 in Q2 2017.
  • Funds reported $7.78M of The Charles Schwab Corporation stock for Q3 2017, up 8.9% quarter-over-quarter.
  • 4 funds opened new The Charles Schwab Corporation positions in Q3 2017 and 1 closed out, a net change of +3 holders.
  • The largest The Charles Schwab Corporation buyer in Q3 2017 was Charles D. Hyman, an estimated $306K added.
  • The largest The Charles Schwab Corporation seller in Q3 2017 was Roosevelt Investment Group, an estimated $104K sold.

Based on aggregated 13F filings for Q3 2017.