The Charles Schwab Corporation
SCHW.PRC
SCHW.PRC was delisted on the 28th of May, 2021.
6 hedge funds and large institutions have $252M invested in The Charles Schwab Corporation in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
14,769% more capital invested
Capital invested by funds: $1.69M → $252M (+$250M)
20% more funds holding
Funds holding: 5 → 6 (+1)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
CPWM LLC
Seattle,
Washington
|
+$323K |
| 2 |
IP
Intellectus Partners
San Francisco,
California
|
+$1.31K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$164K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAC
1
Smith Affiliated Capital
New York
| $250M | – | – | – |
|
|
PPA
2
Parametric Portfolio Associates
Seattle,
Washington
| $1.22M | -$164K | -5,987 | -12% |
|
|
CL
3
CPWM LLC
Seattle,
Washington
| $301K | +$323K | +11,805 | New |
|
|
PSC
4
Prentiss Smith & Co
Brattleboro,
Vermont
| $142K | – | – | – |
|
|
IP
5
Intellectus Partners
San Francisco,
California
| $127K | +$1.31K | +48 | +1% |
|
|
SOAMC
6
Spirit of America Management Corp
Syosset,
New York
| $54K | – | – | – |
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $20K | – | – | – |
|
SCHW.PRC Hedge Fund Activity: Q2 2017 in Review
6 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in The Charles Schwab Corporation (SCHW.PRC) for Q2 2017, worth a combined $252M — up 14,769% from $1.69M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SCHW.PRC positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was CPWM LLC, opening a new position worth an estimated $323K. The largest seller was Parametric Portfolio Associates, cutting an estimated $164K.
- 6 institutional investors held The Charles Schwab Corporation (SCHW.PRC) as of Q2 2017, up from 5 in Q1 2017.
- Funds reported $252M of The Charles Schwab Corporation stock for Q2 2017, up 14,769% quarter-over-quarter.
- 1 fund opened new The Charles Schwab Corporation positions in Q2 2017 and 0 closed out, a net change of +1 holder.
- The largest The Charles Schwab Corporation buyer in Q2 2017 was CPWM LLC, an estimated $323K added.
- The largest The Charles Schwab Corporation seller in Q2 2017 was Parametric Portfolio Associates, an estimated $164K sold.
Based on aggregated 13F filings for Q2 2017.