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Charles Schwab

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 %
MUMSS
501
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K +$17K +820 New
HR
502
Howe & Rusling
New York
$14K +$14K +641 New
Toronto Dominion Bank
503
Toronto Dominion Bank
Ontario, Canada
$14K +$14K +675 New
TCOV
504
Trust Company of Vermont
Vermont
$14K +$14K +675 New
BTS
505
BB&T Securities
Virginia
$13.8K +$13.8K +64,888 New
CCT
506
Capital City Trust
Florida
$13K +$13K +604 New
TSWM
507
Triangle Securities Wealth Management
North Carolina
$12K +$12K +570 New
MFS
508
MSI Financial Services
Massachusetts
$10K +$10K +478 New
NIM
509
NuWave Investment Management
New Jersey
$9K +$9K +415 New
LWCFA
510
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K +$8K +385 New
DSC
511
Duncker Streett & Co
Missouri
$8K +$8K +389 New
EFSCE
512
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$8K +399 New
JFGIW
513
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K +$7K +340 New
MWP
514
MYCIO Wealth Partners
Pennsylvania
$7K +$7K +341 New
PAS
515
Partnervest Advisory Services
California
$6K +$6K +285 New
NES
516
New England Securities
New York
$6K +$6K +298 New
DBT
517
Dubuque Bank & Trust
Iowa
$6K +$6K +300 New
FPCG
518
Fort Pitt Capital Group
Pennsylvania
$5.13K +$5.13K +241 New
BAM
519
Barrett Asset Management
New York
$5K +$5K +252 New
Jones Financial Companies
520
Jones Financial Companies
Missouri
$4K +$4K +189 New
CAW
521
Cornerstone Advisors (Washington)
Washington
$3K +$3K +119 New
WF
522
WealthTrust Fairport
Ohio
$3K +$3K +125 New
FHA
523
First Horizon Advisors
Tennessee
$3K +$3K +157 New
AA
524
Apriem Advisors
California
$2K +$2K +100 New
TRCT
525
Tower Research Capital (TRC)
New York
$2K +$2K +100 New