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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.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
FBB
1
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.23M | +$34.9K | +1,326 | +3% |
|
| 2 |
RIG
2
Roosevelt Investment Group
New York
| $1.01M | +$416K | +15,775 | +71% |
|
| 3 |
MPWT
3
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $551K | +$205K | +7,800 | +60% |
|
| 4 |
4
Ameriprise
Minneapolis,
Minnesota
| $462K | +$4.85K | +184 | +1% |
|
| 5 |
PPA
5
Parametric Portfolio Associates
Seattle,
Washington
| $458K | +$15.6K | +592 | +4% |
|
| 6 |
SAM
6
SignalPoint Asset Management
Springfield,
Missouri
| $435K | +$430K | +16,325 | New |
|
| 7 |
GA
7
Geneva Advisors
Chicago,
Illinois
| $414K | +$410K | +15,550 | New |
|
| 8 |
ECM
8
Estabrook Capital Management
New York
| $93.2K | – | – | – |
|
| 9 |
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5K | +$5.27K | +200 | New |
|
| 10 |
CNB
10
City National Bank
Beverly Hills,
Delaware
| – | -$240K | -9,390 | Closed |
|