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Charles Schwab

694 hedge funds and large institutions have $33.8B invested in Charles Schwab in 2015 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 232 increasing their positions, 240 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
+43
Holders Change %
+6.61%
% of All Funds
18.72%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.94%
New
96
Increased
232
Reduced
240
Closed
46
Calls
$106M
Puts
$67.4M
Net Calls
+$38.3M
Net Calls Change
+$47.6M
Name Holding Trade Value Shares
Change
Shares
Change %
DI
526
Diligent Investors
California
$369K
VKH
527
Virtu KCG Holdings
New York
$367K +$367K +11,242 New
TWA
528
TCI Wealth Advisors
Arizona
$359K -$32K -979 -8%
FNBT
529
FineMark National Bank & Trust
Florida
$358K -$71.2K -2,177 -17%
BCM
530
BTR Capital Management
California
$357K
AIM
531
Aspen Investment Management
Michigan
$356K
MAM
532
Mizuho Asset Management
Japan
$354K +$90.6K +2,772 +34%
SW
533
SVB Wealth
Massachusetts
$339K +$4.25K +130 +1%
Creative Planning
534
Creative Planning
Kansas
$333K -$1.6K -49 -0.5%
RW
535
Rand Wealth
Maryland
$331K
CAI
536
Capital Advisors Inc
Oklahoma
$327K
CCM
537
Coe Capital Management
Illinois
$327K
NFC
538
Northeast Financial Consultants
Connecticut
$326K
GCM
539
Glynn Capital Management
California
$326K
LPC
540
Loeb Partners Corp
New York
$326K +$326K +10,000 New
NFG
541
Next Financial Group
Texas
$322K -$28.9K -887 -8%
YMRC
542
Yorktown Management & Research Company
Virginia
$318K
MWM
543
Mission Wealth Management
California
$317K +$317K +10,410 New
CIA
544
Capital Investment Advisors
Georgia
$307K +$9.84K +301 +3%
TNBTD
545
Trustmark National Bank Trust Department
Mississippi
$300K -$5.03K -154 -2%
ATC
546
Argent Trust Co
Tennessee
$298K +$1.28K +39 +0.4%
BB
547
Busey Bank
Illinois
$297K
PAG
548
Private Advisor Group
New Jersey
$297K +$64.4K +1,977 +28%
WPW
549
Waldron Private Wealth
Pennsylvania
$294K -$49.7K -1,600 -14%
HCMT
550
Highland Capital Management (Tennessee)
Tennessee
$291K