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Charles Schwab

1,014 hedge funds and large institutions have $55.8B invested in Charles Schwab in 2017 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 364 increasing their positions, 349 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
+97
Holders Change %
+10.58%
% of All Funds
23.03%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.48%
New
158
Increased
364
Reduced
349
Closed
56
Calls
$298M
Puts
$295M
Net Calls
+$3.48M
Net Calls Change
-$27.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
676
Summit Asset Management
Tennessee
$628K
CSIC
677
Clifford Swan Investment Counsel
California
$628K +$628K +12,220 New
BP
678
Ballentine Partners
Massachusetts
$619K -$4.31K -84 -0.7%
UBG
679
United Bank (Georgia)
Georgia
$616K -$59.2K -1,153 -9%
MSS
680
Mitchell Sinkler & Starr
Pennsylvania
$614K
FHA
681
First Horizon Advisors
Tennessee
$602K +$98.1K +1,891 +19%
UB
682
UMB Bank
Missouri
$601K +$12.5K +243 +2%
CICI
683
Capital Investment Counsel Inc
North Carolina
$596K -$30.8K -600 -5%
RFS
684
Rockefeller Financial Services
New York
$595K -$162K -3,150 -21%
CFG
685
Citizens Financial Group
Rhode Island
$591K -$63.9K -1,245 -10%
EIP
686
Epoch Investment Partners
New York
$585K
LCM
687
Landscape Capital Management
New Jersey
$583K -$1.26M -24,569 -68%
B
688
Barings
North Carolina
$582K -$811K -15,800 -58%
JA
689
JOYN Advisors
Georgia
$578K +$578K +11,250 New
AIM
690
Aspen Investment Management
Michigan
$576K
CCA
691
Checchi Capital Advisers
California
$576K +$107K +2,089 +23%
Los Angeles Capital Management
692
Los Angeles Capital Management
California
$574K
KA
693
Klingman & Associates
New York
$562K +$562K +10,939 New
DC
694
Davenport & Co
Virginia
$539K -$24.4K -475 -4%
HFS
695
HL Financial Services
Kentucky
$538K -$4.23M -82,320 -89%
BDF
696
Balasa Dinverno & Foltz
$537K
IH
697
IFC Holdings
Florida
$530K +$42.3K +822 +9%
MWM
698
Mission Wealth Management
California
$519K -$2.62K -51 -0.5%
SM
699
SG3 Management
Puerto Rico
$514K +$514K +10,000 New
TF
700
Tompkins Financial
New York
$505K