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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 %
SCA
426
SAC Capital Advisors
Connecticut
$310K +$310K +14,579 New
TCT
427
TIAA CREF Trust
Missouri
$306K +$306K +14,402 New
GIA
428
GHP Investment Advisors
Colorado
$301K +$301K +14,180 New
ONB
429
Old National Bancorp
Indiana
$296K +$296K +13,943 New
SAM
430
Summit Asset Management
Tennessee
$295K +$295K +13,904 New
IB
431
Intrust Bank
Kansas
$291K +$291K +13,714 New
KA
432
KLCM Advisors
Wisconsin
$288K +$288K +13,550 New
NTCOC
433
Northern Trust Company of Connecticut
Connecticut
$287K +$287K +13,500 New
BA
434
BlackRock Advisors
Delaware
$283K +$283K +13,323 New
Teacher Retirement System of Texas
435
Teacher Retirement System of Texas
Texas
$283K +$283K +13,325 New
KIA
436
KCM Investment Advisors
California
$282K +$282K +13,270 New
GLI
437
Guardian Life Insurance
New York
$281K +$281K +13,226 New
PP
438
Paloma Partners
Connecticut
$278K +$278K +13,100 New
HPCM
439
High Pointe Capital Management
Illinois
$275K +$275K +12,950 New
AFG
440
Albion Financial Group
Utah
$272K +$272K +12,810 New
SIC
441
Salem Investment Counselors
North Carolina
$263K +$263K +12,407 New
AIM
442
Arcadia Investment Management
Michigan
$257K +$257K +12,108 New
DY
443
Dowling & Yahnke
California
$247K +$247K +11,653 New
LTFS
444
Ladenburg Thalmann Financial Services
Florida
$244K +$244K +11,455 New
HVIA
445
Hudson Valley Investment Advisors
New York
$242K +$242K +11,395 New
WA
446
Waverly Advisors
Alabama
$240K +$240K +11,300 New
SC
447
Sculptor Capital
New York
$238K +$238K +11,200 New
CIM
448
Calvert Investment Management
Maryland
$233K +$233K +10,974 New
LCM
449
Logan Capital Management
Pennsylvania
$233K +$233K +18,000 New
PAM
450
Palisade Asset Management
Minnesota
$229K +$229K +10,804 New
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