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Charles Schwab
SCHW

Overview Fund Activity

533 hedge funds and large institutions have $21B invested in Charles Schwab in 2013 Q2 according to their latest regulatory filings, with 533 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
+533
Holders Change %
–
% of All Funds
17.4%
Holding in Top 10
31
Holding in Top 10 Change
+31
Holding in Top 10 Change %
%
% of All Funds
1.01%
New
533
Increased
–
Reduced
–
Closed
–
Calls
$124M
Puts
$70.1M
Net Calls
+$54.2M
Net Calls Change
+$54.2M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
FB
351
Fulton Bank
Pennsylvania
$636K +$636K +29,961 New
BNP Paribas Asset Management
352
BNP Paribas Asset Management
France
$633K +$633K +29,797 New
EOJOAM
353
E. Ohman J:or Asset Management
Sweden
$624K +$624K +29,400 New
DL
354
Delta Lloyd
Netherlands
$614K +$614K +28,924 New
CAI
355
Capital Advisors Inc
Oklahoma
$614K +$614K +28,900 New
AB
356
Amalgamated Bank
New York
$601K +$601K +28,324 New
WFM
357
Wilmington Funds Management
Delaware
$596K +$596K +28,070 New
CI
358
Cowen Inc
New York
$584K +$584K +27,500 New
CAN
359
Cetera Advisor Networks
California
$569K +$569K +26,880 New
CI
360
Capital International
California
$561K +$561K +26,400 New
Luther King Capital Management (LKCM)
361
Luther King Capital Management (LKCM)
Texas
$561K +$561K +26,427 New
FNBT
362
FineMark National Bank & Trust
Florida
$551K +$551K +25,958 New
CICI
363
Capital Investment Counsel Inc
North Carolina
$549K +$549K +25,850 New
BCAM
364
Boston Common Asset Management
Massachusetts
$541K +$541K +25,500 New
SC
365
Saturna Capital
Washington
$531K +$531K +25,000 New
NSEDCP
366
NJ State Employees Deferred Compensation Plan
New Jersey
$531K +$531K +25,000 New
ARTA
367
A.R.T. Advisors
New York
$524K +$524K +24,715 New
CI
368
Conning Inc
Connecticut
$522K +$522K +24,596 New
GMIM
369
General Motors Investment Management
New York
$518K +$518K +24,416 New
JIC
370
Johnson Investment Counsel
Ohio
$505K +$505K +23,833 New
Mariner
371
Mariner
Kansas
$500K +$500K +23,558 New
Citadel Advisors
372
Citadel Advisors
Florida
$488K +$488K +23,003 New
DnB Asset Management
373
DnB Asset Management
Norway
$485K +$485K +22,860 New
RGI
374
River Global Investors
United Kingdom
$484K +$484K +22,846 New
GIM
375
Grassi Investment Management
California
$483K +$483K +22,749 New
13 14
15
16 17