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Charles Schwab

736 hedge funds and large institutions have $34.1B invested in Charles Schwab in 2015 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 298 increasing their positions, 252 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
Holders Change
+33
Holders Change %
+4.69%
% of All Funds
19.33%
Holding in Top 10
47
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+34.29%
% of All Funds
1.23%
New
95
Increased
298
Reduced
252
Closed
52
Calls
$135M
Puts
$117M
Net Calls
+$18.3M
Net Calls Change
-$128M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
701
Oakworth Capital
Alabama
$12K +$12K +352 New
PMFA
702
Plante Moran Financial Advisors
Michigan
$11K -$7.33K -214 -40%
MWP
703
MYCIO Wealth Partners
Pennsylvania
$11K -$2.31K -73 -17%
CB
704
Community Bank
New York
$11K +$11K +327 New
BCM
705
Blume Capital Management
California
$11K +$11K +342 New
TFA
706
Transamerica Financial Advisors
Florida
$10K
TSU
707
TD Securities (USA)
New York
$9K -$13.9K -415 -61%
FMII
708
Farmers & Merchants Investments Inc
Nebraska
$9K
BWA
709
Burt Wealth Advisors
Maryland
$9K
LWA
710
Lenox Wealth Advisors
New York
$9K +$9K +261 New
CBT
711
Central Bank & Trust
Kentucky
$9K +$9K +281 New
GXMC
712
Global X Management Company
New York
$8K -$696 -20 -8%
NC
713
NewSquare Capital
Pennsylvania
$8K
Loomis, Sayles & Company
714
Loomis, Sayles & Company
Massachusetts
$8K +$8K +237 New
MBT
715
Monroe Bank & Trust
Michigan
$7K
AF
716
Arrow Financial
New York
$7K +$7K +201 New
PCM
717
Penserra Capital Management
California
$7K +$7K +220 New
Nuveen Asset Management
718
Nuveen Asset Management
Illinois
$6.47K -$7 -210 -0.1%
PFBT
719
Parkside Financial Bank & Trust
Missouri
$6K +$1.69K +54 +39%
TC
720
Trust Company
Kansas
$5.4K
SHJ
721
Sharkey, Howes & Javer
Colorado
$4K
KTC
722
Kistler-Tiffany Companies
Pennsylvania
$4K
JFA
723
JNBA Financial Advisors
Minnesota
$4K
AA
724
Apriem Advisors
California
$3K
WA
725
WFG Advisors
Texas
$3K