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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 |
RIG
1
Roosevelt Investment Group
New York
| $5.88M | +$2.76M | +104,225 | +91% |
|
| 2 |
MPWT
2
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $1.99M | +$250K | +9,425 | +15% |
|
| 3 |
FBB
3
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.58M | +$220K | +8,290 | +16% |
|
| 4 |
CAM
4
Capstone Asset Management
Houston,
Texas
| $1.13M | +$265K | +10,000 | +31% |
|
| 5 |
PPA
5
Parametric Portfolio Associates
Seattle,
Washington
| $454K | -$11.3K | -426 | -2% |
|
| 6 |
SAM
6
SignalPoint Asset Management
Springfield,
Missouri
| $434K | – | – | – |
|
| 7 |
HCM
7
Hollencrest Capital Management
Newport Beach,
California
| $202K | +$199K | +7,500 | New |
|
| 8 |
ECM
8
Estabrook Capital Management
New York
| $94.2K | – | – | – |
|
| 9 |
MWP
9
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $2K | +$715 | +27 | +84% |
|
| 10 |
GA
10
Geneva Advisors
Chicago,
Illinois
| – | -$355K | -13,480 | Closed |
|