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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 $1.69M invested in The Charles Schwab Corporation in 2017 Q1 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 5 → 5 (0)

100% less capital invested

Capital invested by funds: $752M → $1.69M (-$750M)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
5
Holders Change
–
Holders Change %
0%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$183K
2
PSC
Prentiss Smith & Co
Vermont
-$11.5K
3
IP
Intellectus Partners
California
-$6.63K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$1.36M -$183K -7,006 -12%
PSC
2
Prentiss Smith & Co
Vermont
$139K -$11.5K -440 -8%
IP
3
Intellectus Partners
California
$123K -$6.63K -254 -5%
SOAMC
4
Spirit of America Management Corp
New York
$53K – – –
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$20K – – –

SCHW.PRC Hedge Fund Activity: Q1 2017 in Review

5 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in The Charles Schwab Corporation (SCHW.PRC) for Q1 2017, worth a combined $1.69M — down 100% from $752M a quarter earlier.

Fund positioning in SCHW.PRC was balanced in Q1 2017: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 3 trimmed.

The largest seller was Parametric Portfolio Associates, cutting an estimated $183K.

  • 5 institutional investors held The Charles Schwab Corporation (SCHW.PRC) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $1.69M of The Charles Schwab Corporation stock for Q1 2017, down 100% quarter-over-quarter.
  • 0 funds opened new The Charles Schwab Corporation positions in Q1 2017 and 0 closed out.
  • The largest The Charles Schwab Corporation seller in Q1 2017 was Parametric Portfolio Associates, an estimated $183K sold.

Based on aggregated 13F filings for Q1 2017.