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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
| $4.22M | -$227K | -8,825 | -5% |
|
| 2 |
FBB
2
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.48M | +$901 | +35 | +0.1% |
|
| 3 |
CAM
3
Capstone Asset Management
Houston,
Texas
| $1.29M | – | – | – |
|
| 4 |
ECM
4
Estabrook Capital Management
New York
| $89.4K | – | – | – |
|
| 5 |
IP
5
Intellectus Partners
San Francisco,
California
| $39K | -$1.29K | -50 | -3% |
|
| 6 |
BRC
6
Bell Rock Capital
Rehoboth Beach,
Delaware
| $26K | – | – | – |
|
| 7 |
SIM
7
Sonora Investment Management
Tucson,
Arizona
| $3.32K | – | – | – |
|
| 8 |
PPA
8
Parametric Portfolio Associates
Seattle,
Washington
| – | -$335K | -13,000 | Closed |
|