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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 %
RJT
451
Raymond James Trust
Florida
$228K +$228K +10,734 New
ECM
452
Endex Capital Management
Kansas
$227K +$227K +10,704 New
GVT
453
Genesee Valley Trust
New York
$218K +$218K +10,262 New
WB
454
WesBanco Bank
West Virginia
$218K +$218K +10,286 New
FCI
455
Financial Counselors Inc
Kansas
$215K +$215K +10,117 New
CCM
456
Coe Capital Management
Illinois
$212K +$212K +10,000 New
GCM
457
Glynn Capital Management
California
$212K +$212K +10,000 New
RCAG
458
Rehmann Capital Advisory Group
Michigan
$211K +$211K +9,954 New
UBWV
459
United Bank (West Virginia)
West Virginia
$206K +$206K +9,675 New
PFC
460
Poplar Forest Capital
California
$201K +$201K +9,450 New
MYLI
461
Meiji Yasuda Life Insurance
Japan
$201K +$201K +9,455 New
GIS
462
Guardian Investor Services
New York
$190K +$190K +8,928 New
BRWA
463
B. Riley Wealth Advisors
Florida
$187K +$187K +8,798 New
VanEck Associates
464
VanEck Associates
New York
$187K +$187K +8,819 New
Macquarie Group
465
Macquarie Group
Australia
$180K +$180K +8,500 New
WT
466
Whittier Trust
California
$175K +$175K +8,260 New
TWA
467
TCI Wealth Advisors
Arizona
$163K +$163K +7,671 New
JWM
468
Jacobus Wealth Management
Wisconsin
$149K +$149K +7,000 New
SAMC
469
Shinko Asset Management Company
Japan
$138K +$138K +6,500 New
AAM
470
Advisors Asset Management
Colorado
$137K +$137K +6,450 New
Fuller & Thaler Asset Management
471
Fuller & Thaler Asset Management
California
$127K +$127K +6,000 New
PTC
472
Private Trust Company
Ohio
$103K +$103K +4,847 New
CFA
473
Carroll Financial Associates
North Carolina
$95K +$95K +4,500 New
RFA
474
Reilly Financial Advisors
California
$90K +$90K +4,220 New
HFM
475
Hartford Financial Management
Connecticut
$87K +$87K +4,077 New
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