Charles Schwab
SCHW
SCHW
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 % |
|
|---|---|---|---|---|---|
|
DAM
526
Delta Asset Management
Memphis,
Tennessee
| $2K | +$2K | +106 | New |
|
|
KTC
527
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $2K | +$2K | +112 | New |
|
|
EWM
528
Edge Wealth Management
New York
| $1K | +$1K | +32 | New |
|
|
WCM
529
Windsor Capital Management
Phoenix,
Arizona
| $1K | +$1K | +50 | New |
|
|
JAM
530
Jolley Asset Management
Rocky Mount,
North Carolina
| $1K | +$1K | +70 | New |
|
531
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $806 | +$806 | +37,950 | New |
|
|
UB
532
UMB Bank
Kansas City,
Missouri
| $636 | +$636 | +29,954 | New |
|