We are live on
!
Find out more
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 |
RIG
1
Roosevelt Investment Group
New York
| $2.87M | +$427K | +16,475 | +18% |
|
| 2 |
MPWT
2
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $1.64M | +$1.57M | +60,450 | +7,556% |
|
| 3 |
FBB
3
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.35M | +$36.2K | +1,398 | +3% |
|
| 4 |
CAM
4
Capstone Asset Management
Houston,
Texas
| $856K | – | – | – |
|
| 5 |
PPA
5
Parametric Portfolio Associates
Seattle,
Washington
| $569K | +$552K | +21,274 | New |
|
| 6 |
SAM
6
SignalPoint Asset Management
Springfield,
Missouri
| $432K | – | – | – |
|
| 7 |
GA
7
Geneva Advisors
Chicago,
Illinois
| $361K | – | – | – |
|
| 8 |
HCM
8
Hollencrest Capital Management
Newport Beach,
California
| $201K | +$194K | +7,500 | New |
|
| 9 |
ECM
9
Estabrook Capital Management
New York
| $93.7K | – | – | – |
|
| 10 |
MWP
10
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$7K | -284 | Closed |
|
| 11 |
CCS
11
Crosspoint Capital Strategies
Orinda,
California
| – | -$1K | -24 | Closed |
|