SCHW icon

Charles Schwab

901 hedge funds and large institutions have $43.2B invested in Charles Schwab in 2017 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 319 increasing their positions, 347 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+40
Holders Change %
+4.65%
% of All Funds
22.46%
Holding in Top 10
49
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-24.62%
% of All Funds
1.22%
New
115
Increased
319
Reduced
347
Closed
64
Calls
$328M
Puts
$264M
Net Calls
+$63.2M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Shares
Change %
GG
301
Gofen & Glossberg
Illinois
$6.92M +$242K +5,928 +4%
AAC
302
Asset Advisors Corp
Georgia
$6.86M +$514K +12,600 +8%
MSA
303
Mason Street Advisors
Wisconsin
$6.85M +$117K +2,855 +2%
Nordea Investment Management
304
Nordea Investment Management
Sweden
$6.76M +$712K +17,451 +12%
MPA
305
Marvin & Palmer Associates
Delaware
$6.67M +$1.48M +36,150 +28%
DHFB
306
Dixon Hubard Feinour & Brown
Virginia
$6.61M +$17.1K +420 +0.3%
DLA
307
Douglas Lane & Associates
New York
$6.6M +$1.88M +46,100 +40%
MCM
308
Mitchell Capital Management
Kansas
$6.45M -$3.17M -77,673 -33%
RBA
309
Richard Bernstein Advisors
New York
$6.32M
CW
310
Cobiz Wealth
Colorado
$6.31M -$23.1K -566 -0.4%
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$6.31M +$879K +21,527 +16%
BAS
312
Brown Advisory Securities
Maryland
$6.18M +$198K +4,852 +3%
HR
313
Howe & Rusling
New York
$6.18M -$1.14K -28 -0%
HCMT
314
Highland Capital Management (Texas)
Texas
$6.12M -$3.01M -73,839 -33%
MOACM
315
Mutual of America Capital Management
New York
$6.08M +$318K +7,785 +6%
1832 Asset Management
316
1832 Asset Management
Ontario, Canada
$6.01M -$40M -999,029 -87%
AC
317
Alexandria Capital
Virginia
$6M -$180K -4,414 -3%
CIM
318
Courant Investment Management
Tennessee
$5.92M
PAI
319
Pittenger & Anderson Inc
Nebraska
$5.86M +$437K +10,705 +8%
SHGA
320
Sand Hill Global Advisors
California
$5.85M -$22.6K -554 -0.4%
CIBC Asset Management
321
CIBC Asset Management
Ontario, Canada
$5.74M -$26K -638 -0.5%
ARMC
322
American Research & Management Company
Massachusetts
$5.72M -$68.4K -1,675 -1%
Nomura Asset Management
323
Nomura Asset Management
Japan
$5.72M +$127K +3,101 +2%
MCM
324
Marsico Capital Management
Colorado
$5.47M -$1.64M -40,084 -23%
OAM
325
Oppenheimer Asset Management
New York
$5.39M +$5.39M +132,113 New