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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 %
PPCM
601
Pillar Pacific Capital Management
California
$710K -$44.9K -1,100 -6%
CL
602
CPWM LLC
Washington
$710K +$710K +27,225 New
IRF
603
IBM Retirement Fund
New York
$708K -$5.25M -96,360 -88%
CS
604
Comerica Securities
Michigan
$704K +$178K +4,371 +34%
SI
605
SII Investments
Wisconsin
$703K -$95.6K -2,340 -12%
FRM
606
Fox Run Management
Connecticut
$694K +$314K +7,700 +83%
ACI
607
Alpha Cubed Investments
California
$693K +$392K +9,595 +130%
FNBOH
608
First National Bank of Hutchinson
Kansas
$683K -$388K -9,509 -36%
ATC
609
Argent Trust Co
Tennessee
$683K -$43.6K -1,067 -6%
SA
610
Strategic Advisors
New York
$681K +$250K +6,122 +58%
Wolverine Trading
611
Wolverine Trading
Illinois
$681K +$455K +11,054 +201%
Mariner
612
Mariner
Kansas
$674K -$154K -3,784 -19%
CI
613
Cowen Inc
New York
$673K
PWM
614
Perigon Wealth Management
California
$670K -$1.75K -43 -0.3%
UR
615
USCA RIA
Texas
$668K -$61.2K -1,500 -8%
CCP
616
Corient Capital Partners
California
$661K -$36.3K -890 -5%
GD
617
Grandfield & Dodd
New York
$654K
WA
618
Waverly Advisors
Alabama
$651K +$651K +15,941 New
CT
619
Cambridge Trust
Massachusetts
$648K +$3.35K +82 +0.5%
RG
620
Rathbones Group
United Kingdom
$643K
CB
621
Commerce Bank
Missouri
$627K +$157K +3,851 +33%
PNC
622
Park National Corp
Ohio
$624K +$624K +15,281 New
LCM
623
Landscape Capital Management
New Jersey
$622K +$622K +15,238 New
RCM
624
Riverhead Capital Management
Delaware
$619K +$87.6K +2,146 +16%
LPC
625
Loeb Partners Corp
New York
$612K +$612K +15,000 New