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SCHW.PRC

The Charles Schwab Corporation
SCHW.PRC

Delisted

SCHW.PRC was delisted on the 28th of May, 2021.

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5 hedge funds and large institutions have $596M invested in The Charles Schwab Corporation in 2016 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

32,101% more capital invested

Capital invested by funds: $1.85M → $596M (+$594M)

25% more funds holding

Funds holding: 4 → 5 (+1)

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$338K
2
WRM
Westport Resources Management
Connecticut
+$13.1K
3
MWP
MYCIO Wealth Partners
Pennsylvania
+$2.43K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SAC
1
Smith Affiliated Capital
New York
$594M – – –
PPA
2
Parametric Portfolio Associates
Washington
$1.8M +$338K +12,933 +23%
WRM
3
Westport Resources Management
Connecticut
$168K +$13.1K +500 +9%
PSC
4
Prentiss Smith & Co
Vermont
$149K – – –
SOAMC
5
Spirit of America Management Corp
New York
$53K – – –
MWP
6
MYCIO Wealth Partners
Pennsylvania
$2K +$2.43K +93 New

SCHW.PRC Hedge Fund Activity: Q1 2016 in Review

5 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in The Charles Schwab Corporation (SCHW.PRC) for Q1 2016, worth a combined $596M — up 32,101% from $1.85M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new SCHW.PRC positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $338K.

  • 5 institutional investors held The Charles Schwab Corporation (SCHW.PRC) as of Q1 2016, up from 4 in Q4 2015.
  • Funds reported $596M of The Charles Schwab Corporation stock for Q1 2016, up 32,101% quarter-over-quarter.
  • 1 fund opened new The Charles Schwab Corporation positions in Q1 2016 and 0 closed out, a net change of +1 holder.
  • The largest The Charles Schwab Corporation buyer in Q1 2016 was Parametric Portfolio Associates, an estimated $338K added.

Based on aggregated 13F filings for Q1 2016.