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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 %
PI
676
PineBridge Investments
New York
$404K +$5.1K +125 +1%
CIA
677
Capital Investment Advisors
Georgia
$402K +$571 +14 +0.1%
PI
678
Pettee Investors
Connecticut
$400K
RCAG
679
Rehmann Capital Advisory Group
Michigan
$399K -$17.6K -430 -4%
CA
680
Capital Advantage
California
$391K -$8.45K -207 -2%
NSB
681
Norway Savings Bank
Maine
$389K -$82.9K -2,030 -18%
HVIA
682
Hudson Valley Investment Advisors
New York
$388K -$31.7K -775 -8%
BDF
683
Balasa Dinverno & Foltz
$387K
ZIC
684
ZWJ Investment Counsel
Georgia
$387K +$387K +9,476 New
WPW
685
Waldron Private Wealth
Pennsylvania
$381K +$73.4K +1,799 +24%
SCM
686
Shelton Capital Management
Colorado
$380K +$67.1K +1,645 +21%
PM
687
Parametrica Management
Hong Kong
$379K +$379K +9,292 New
TWA
688
TCI Wealth Advisors
Arizona
$374K +$41 +1 +0%
BB
689
Busey Bank
Illinois
$372K
FIM
690
Foresters Investment Management
New York
$365K +$365K +8,936 New
SGCA
691
Steel Grove Capital Advisors
Tennessee
$360K -$82K -2,009 -19%
NFG
692
Next Financial Group
Texas
$355K -$90.6K -2,335 -20%
MYLI
693
Meiji Yasuda Life Insurance
Japan
$351K +$351K +8,600 New
RJT
694
Raymond James Trust
Florida
$346K -$514K -12,590 -60%
SIA
695
Starfire Investment Advisers
Michigan
$346K +$346K +9,000 New
MML Investors Services
696
MML Investors Services
Massachusetts
$344K +$344K +8,421 New
WF
697
WealthTrust Fairport
Ohio
$340K
DI
698
Diligent Investors
California
$332K -$36.9K -903 -10%
SOADOR
699
State of Alaska Department of Revenue
Alaska
$330K +$330K +8,094 New
IIM
700
Ironwood Investment Management
Massachusetts
$327K +$3.75K +92 +1%