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 %
GCP
451
GSA Capital Partners
United Kingdom
$1.82M +$1.82M +44,681 New
Thrivent Financial for Lutherans
452
Thrivent Financial for Lutherans
Minnesota
$1.82M -$3.83M -93,720 -68%
GIM
453
Grassi Investment Management
California
$1.82M +$567K +13,900 +45%
DZ Bank
454
DZ Bank
Germany
$1.82M +$1.82M +44,500 New
N
455
Natixis
France
$1.81M -$31.8M -778,459 -95%
KCPG
456
Kavar Capital Partners Group
Kansas
$1.81M -$15.5K -380 -0.8%
AIU
457
Algebris Investments (UK)
United Kingdom
$1.81M +$1.81M +44,450 New
Fifth Third Bancorp
458
Fifth Third Bancorp
Ohio
$1.77M -$5.96K -146 -0.3%
Daiwa Securities Group
459
Daiwa Securities Group
Japan
$1.77M +$535K +13,100 +43%
WSFS
460
Wilmington Savings Fund Society
Delaware
$1.76M +$54.8K +1,343 +3%
Federated Hermes
461
Federated Hermes
Pennsylvania
$1.75M +$664K +16,279 +61%
BCM
462
Birmingham Capital Management
Alabama
$1.74M -$12.2K -300 -0.7%
NB
463
Norinchukin Bank
Japan
$1.74M +$214K +5,251 +14%
DLCIG
464
D.L. Carlson Investment Group
New Hampshire
$1.73M +$98.4K +2,410 +6%
ACM
465
Aviance Capital Management
Florida
$1.7M +$883K +21,625 +107%
SCA
466
Stonebridge Capital Advisors
Minnesota
$1.7M -$39.8K -975 -2%
BC
467
Brinker Capital
Pennsylvania
$1.69M +$4.73K +116 +0.3%
CCM
468
Coe Capital Management
Illinois
$1.68M +$674K +16,515 +67%
WOC
469
West Oak Capital
California
$1.68M -$208K -5,100 -11%
TAM
470
Trillium Asset Management
Massachusetts
$1.66M -$60.1K -1,472 -3%
LAM
471
Lebenthal Asset Management
New York
$1.65M
PA
472
Profund Advisors
Maryland
$1.65M +$142K +3,477 +9%
CNC
473
Citizens & Northern Corp
Pennsylvania
$1.64M -$105K -2,566 -6%
LPIC
474
LeJeune Puetz Investment Counsel
Michigan
$1.63M -$53.1K -1,300 -3%
OMCS
475
Old Mutual Customised Solutions
South Africa
$1.61M +$156K +3,832 +11%