We are live on
!
Find out more
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 |
RIG
1
Roosevelt Investment Group
New York
| $2.28M | +$517K | +20,225 | +29% |
|
| 2 |
FBB
2
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.23M | +$2K | +78 | +0.2% |
|
| 3 |
CAM
3
Capstone Asset Management
Houston,
Texas
| $806K | – | – | – |
|
| 4 |
SAM
4
SignalPoint Asset Management
Springfield,
Missouri
| $406K | -$5.12K | -200 | -1% |
|
| 5 |
GA
5
Geneva Advisors
Chicago,
Illinois
| $339K | -$52.9K | -2,070 | -13% |
|
| 6 |
6
City National Bank
Beverly Hills,
Delaware
| $213K | – | – | – |
|
| 7 |
ECM
7
Estabrook Capital Management
New York
| $88.1K | – | – | – |
|
| 8 |
8
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $20.1K | +$20.5K | +800 | New |
|
| 9 |
MWP
9
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $7K | +$7.26K | +284 | New |
|
| 10 |
CCS
10
Crosspoint Capital Strategies
Orinda,
California
| $1K | +$614 | +24 | New |
|
| 11 |
11
Ameriprise
Minneapolis,
Minnesota
| – | -$1.16M | -44,798 | Closed |
|
| 12 |
12
Parametric Portfolio Associates
Seattle,
Washington
| – | -$453K | -17,577 | Closed |
|
| 13 |
13
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$5K | -200 | Closed |
|