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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 %
LNWWM
501
Laird Norton Wetherby Wealth Management
California
$1.36M -$57.1K -1,400 -4%
AG
502
Advisor Group
Arizona
$1.34M +$81.3K +1,994 +6%
KRSITF
503
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.34M -$253K -6,208 -16%
DY
504
Dowling & Yahnke
California
$1.34M +$61.8K +1,515 +5%
PP
505
Paloma Partners
Connecticut
$1.33M +$1.07M +26,319 +418%
BSPF
506
British Steel Pension Fund
United Kingdom
$1.33M -$108K -2,640 -8%
DWM
507
Destination Wealth Management
California
$1.32M -$625K -15,312 -32%
LTFS
508
Ladenburg Thalmann Financial Services
Florida
$1.32M +$180K +4,412 +16%
EOJOAM
509
E. Ohman J:or Asset Management
Sweden
$1.31M +$229K +5,600 +21%
CRC
510
Curi RMB Capital
Illinois
$1.3M +$1.3M +31,903 New
SF
511
Synovus Financial
Georgia
$1.3M +$134K +3,274 +11%
FA
512
FDx Advisors
Illinois
$1.29M -$581K -14,235 -31%
W
513
Wealthfront
California
$1.27M +$98.9K +2,423 +8%
CB
514
Chemical Bank
Michigan
$1.26M +$931K +22,809 +284%
HBT
515
Hills Bank & Trust
Iowa
$1.25M +$10.3K +253 +0.8%
MSV
516
MN Services Vermogensbeheer
Netherlands
$1.21M +$38K +997 +3%
CC
517
ClearArc Capital
Ohio
$1.21M +$16.1K +394 +1%
SFM
518
Signature Financial Management
Virginia
$1.21M
Citadel Advisors
519
Citadel Advisors
Florida
$1.2M -$45.4M -1,112,240 -97%
SSWM
520
Sheets Smith Wealth Management
North Carolina
$1.2M -$10.2K -249 -0.8%
QAM
521
Quantres Asset Management
Cayman Islands
$1.2M +$1.2M +29,300 New
CI
522
Conning Inc
Connecticut
$1.2M -$8.57K -210 -0.7%
BA
523
BKS Advisors
Michigan
$1.19M +$1.19M +29,250 New
BTS
524
BB&T Securities
Virginia
$1.18M -$595K -14,591 -34%
PAG
525
Private Advisor Group
New Jersey
$1.18M +$110K +2,770 +10%