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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 %
CGT
626
Capital Guardian Trust
California
$54K -$70.8K -2,160 -57%
WTB
627
Washington Trust Bank
Washington
$54K
CHC
628
City Holding Co
West Virginia
$53K
S
629
SignatureFD
Georgia
$50K +$916 +28 +2%
PFO
630
Pathstone Family Office
New Jersey
$48K +$48K +1,460 New
CIM
631
Cambria Investment Management
California
$44K +$36.1K +1,115 +459%
Manulife (Manufacturers Life Insurance)
632
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.1K -$395 -12,107 -0.9%
WA
633
Waverly Advisors
Alabama
$33K
RWA
634
Ropes Wealth Advisors
Massachusetts
$33K +$33K +1,000 New
MCM
635
Manchester Capital Management
Vermont
$31K
TCOV
636
Trust Company of Vermont
Vermont
$31K +$9.09K +280 +41%
NCM
637
Nelson Capital Management
California
$30K
WEC
638
Winslow Evans & Crocker
Massachusetts
$29.2K +$8.35K +256 +40%
SIG
639
Stanford Investment Group
California
$29K -$7.32K -227 -20%
First Eagle Investment Management
640
First Eagle Investment Management
New York
$29K
HF
641
Hoxton Financial
West Virginia
$29K
VCM
642
Vigilant Capital Management
Maine
$28K +$28K +865 New
FANJ
643
Financial Architects (New Jersey)
New Jersey
$26K
EFSCE
644
Enterprise Financial Services Corp (EFSC)
Missouri
$25K -$12.6K -389 -34%
TFO
645
Tarbox Family Office
California
$25K
HCM
646
Highlander Capital Management
New Jersey
$24K
CHP
647
Cable Hill Partners
Oregon
$23K -$5.17K -150 -18%
PSI
648
Pinnacle Summer Investments
Virginia
$19K +$32 +1 +0.2%
BWA
649
Burt Wealth Advisors
Maryland
$18K +$18K +545 New
LNB
650
Ledyard National Bank
$16K