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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 %
SI
576
Stephens Inc
Arkansas
$840K -$808K -19,788 -49%
FNBT
577
FineMark National Bank & Trust
Florida
$837K +$68.9K +1,689 +9%
KIA
578
KCM Investment Advisors
California
$818K -$198K -4,854 -20%
PMG
579
ProVise Management Group
Florida
$817K -$12.2K -300 -1%
Cambridge Investment Research Advisors
580
Cambridge Investment Research Advisors
Iowa
$811K -$5.27K -129 -0.6%
FFC
581
First Financial Corp
Indiana
$802K -$307K -7,528 -28%
P
582
Pitcairn
Pennsylvania
$796K -$189K -4,635 -19%
SBA
583
Seven Bridges Advisors
New York
$791K +$365K +8,947 +86%
AP
584
Advisor Partners
California
$781K +$30.8K +755 +4%
MJRIC
585
Mogy Joel R Investment Counsel
California
$780K -$16.3K -400 -2%
NB
586
Nicolet Bankshares
Wisconsin
$776K -$13.8K -338 -2%
NCM
587
Neumann Capital Management
California
$773K -$46.9K -1,150 -6%
HPC
588
HM Payson & Co
Maine
$771K -$8.17K -200 -1%
Janney Montgomery Scott
589
Janney Montgomery Scott
Pennsylvania
$769K -$20.7K -508 -3%
BF
590
BOK Financial
Oklahoma
$760K -$77K -1,884 -9%
UCFA
591
United Capital Financial Advisors
Texas
$760K +$24.9K +610 +3%
EP
592
Elkfork Partners
Oregon
$760K +$106K +2,596 +16%
DCM
593
Dupont Capital Management
Delaware
$757K +$757K +18,551 New
PTC
594
Private Trust Company
Ohio
$756K -$1.11M -27,221 -59%
AL
595
Agran Libbie
California
$756K +$93.7K +2,295 +14%
CWA
596
Cypress Wealth Advisors
California
$742K -$82 -2 -0%
TFA
597
Toth Financial Advisory
Virginia
$739K +$34.7K +850 +5%
CWM
598
Confluence Wealth Management
Oregon
$736K -$156K -3,820 -17%
KLWA
599
Kelly Lawrence W & Associates
California
$720K -$124K -3,043 -15%
OIM
600
Orca Investment Management
Oregon
$712K -$12.9K -315 -2%