SCHW icon

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 %
MAM
551
Marquette Asset Management
Minnesota
$290K
WB
552
WesBanco Bank
West Virginia
$283K -$5.93K -182 -2%
CWA
553
Constellation Wealth Advisors
New York
$283K
CA
554
Capital Advantage
California
$279K -$71.9K -2,197 -20%
TCM
555
Traynor Capital Management
Pennsylvania
$271K +$271K +8,317 New
BFA
556
Bragg Financial Advisors
North Carolina
$269K
RJT
557
Raymond James Trust
Florida
$267K -$56.4K -1,724 -17%
CPA
558
Court Place Advisors
Maryland
$264K
SI
559
Scout Investments
Missouri
$264K +$264K +8,083 New
FIM
560
Fruth Investment Management
Texas
$261K
HA
561
Harfst & Associates
Wyoming
$261K +$261K +7,986 New
BCM
562
Brookstone Capital Management
Illinois
$260K +$39.6K +1,215 +18%
Jacobs Levy Equity Management
563
Jacobs Levy Equity Management
New Jersey
$258K +$258K +7,900 New
SCM
564
Sandler Capital Management
New York
$258K +$258K +7,910 New
Mariner
565
Mariner
Kansas
$254K +$254K +7,769 New
PAIA
566
Park Avenue Institutional Advisers
New York
$254K +$254K +7,780 New
WBC
567
Westpac Banking Corp
Australia
$247K -$2M -61,134 -89%
FMLI
568
Fukoku Mutual Life Insurance
Japan
$243K -$16.3K -500 -6%
W
569
Wealthfront
California
$241K +$29.6K +907 +14%
PP
570
Prudential plc
United Kingdom
$240K
CAW
571
Cornerstone Advisors (Washington)
Washington
$239K
SCM
572
Shelton Capital Management
Colorado
$237K
PAM
573
Palisade Asset Management
Minnesota
$237K
CCA
574
Checchi Capital Advisers
California
$234K -$20.7K -635 -8%
PI
575
Pettee Investors
Connecticut
$232K