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Charles Schwab
SCHW

Overview Fund Activity

649 hedge funds and large institutions have $30.2B invested in Charles Schwab in 2014 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 242 increasing their positions, 234 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+23
Holders Change %
+3.67%
% of All Funds
17.32%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.85%
New
78
Increased
242
Reduced
234
Closed
49
Calls
$52.7M
Puts
$71.9M
Net Calls
-$19.2M
Net Calls Change
+$26.9M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$251M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$110M
3
AIM
abrdn Investment Management
United Kingdom
+$98.2M
4
Franklin Resources
Franklin Resources
California
+$97.1M
5
Goldman Sachs
Goldman Sachs
New York
+$87.7M

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
-$406M
2
SA
SPO Advisory
California
-$285M
3
Capital World Investors
Capital World Investors
California
-$236M
4
Invesco
Invesco
Georgia
-$119M
5
PHS
PFM Health Sciences
California
-$83.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
601
Peachtree Investment Advisors
Georgia
$24K – – –
FANJ
602
Financial Architects (New Jersey)
New Jersey
$24K +$784 +26 +3%
TFO
603
Tarbox Family Office
California
$23K -$1.27K -43 -5%
BAM
604
Barrett Asset Management
New York
$23K +$7.21K +239 +46%
HCM
605
Highlander Capital Management
New Jersey
$22K – – –
CHC
606
City Holding Co
West Virginia
$21K +$21K +1,625 New
TCOV
607
Trust Company of Vermont
Vermont
$20K – – –
WEC
608
Winslow Evans & Crocker
Massachusetts
$19.3K – – –
JWA
609
JFS Wealth Advisors
Pennsylvania
$18K – – –
MUMSS
610
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K +$17K +560 New
HR
611
Howe & Rusling
New York
$16K -$30 -1 -0.2%
PMFA
612
Plante Moran Financial Advisors
Michigan
$16K – – –
RIA
613
Regal Investment Advisors
Michigan
$16K +$2.78K +93 +21%
LNB
614
Ledyard National Bank
$15K – – –
PSI
615
Pinnacle Summer Investments
Virginia
$15K +$51 +2 +0.3%
RA
616
Rational Advisors
New York
$15K +$15K +490 New
HW
617
Hedeker Wealth
Illinois
$15K +$15K +14,830 New
MCA
618
Mercer Capital Advisers
New Jersey
$12K +$12K +400 New
MWP
619
MYCIO Wealth Partners
Pennsylvania
$10K – – –
WF
620
WealthTrust Fairport
Ohio
$10K – – –
TCM
621
Tradewinds Capital Management
Washington
$10K +$2.13K +71 +27%
NG
622
NatWest Group
United Kingdom
$9.29K -$51 -1,696 -0.5%
JFA
623
JNBA Financial Advisors
Minnesota
$9K – – –
DBT
624
Dubuque Bank & Trust
Iowa
$9K – – –
Bessemer Group
625
Bessemer Group
New Jersey
$9K – – –
23 24
25
26 27