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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 %
CAM
476
Cacti Asset Management
Georgia
$85K +$85K +4,000 New
SF
477
Synovus Financial
Georgia
$80K +$80K +3,810 New
HF
478
Hoxton Financial
West Virginia
$66K +$66K +3,112 New
HRIA
479
Haberer Registered Investment Advisor
Ohio
$59K +$59K +2,800 New
WA
480
WealthTrust-Arizona
Arizona
$58K +$58K +2,714 New
BPBT
481
Boston Private Bank & Trust
Massachusetts
$58K +$58K +2,754 New
Creative Planning
482
Creative Planning
Kansas
$57K +$57K +2,707 New
PR
483
Payden & Rygel
California
$56K +$56K +2,633 New
AA
484
Alta Advisers
United Kingdom
$55K +$55K +2,609 New
TF
485
Tompkins Financial
New York
$50K +$50K +2,337 New
MAM
486
Mizuho Asset Management
Japan
$41K +$41K +1,917 New
MCM
487
Manchester Capital Management
Vermont
$35K +$35K +1,639 New
LIA
488
LS Investment Advisors
Michigan
$35K +$35K +1,651 New
S
489
SignatureFD
Georgia
$32K +$32K +1,500 New
ECM
490
ETrade Capital Management
Virginia
$31K +$31K +1,462 New
FHB
491
First Hawaiian Bank
Hawaii
$30K +$30K +1,410 New
HCM
492
Highlander Capital Management
New Jersey
$23.5K +$23.5K +1,107 New
PIM
493
Progressive Investment Management
Oregon
$23K +$23K +1,091 New
PSI
494
Pinnacle Summer Investments
Virginia
$22K +$22K +1,020 New
WA
495
WFG Advisors
Texas
$22K +$22K +1,036 New
Bessemer Group
496
Bessemer Group
New Jersey
$22K +$22K +1,040 New
WC
497
Whitnell & Co
Illinois
$21K +$21K +1,002 New
First Eagle Investment Management
498
First Eagle Investment Management
New York
$19K +$19K +900 New
Parallax Volatility Advisers
499
Parallax Volatility Advisers
California
$18K +$18K +849 New
RA
500
Rational Advisors
New York
$17K +$17K +784 New
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