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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 %
FMLI
726
Fukoku Mutual Life Insurance
Japan
$267K
MCC
727
Malaga Cove Capital
California
$266K
EWM
728
Evermay Wealth Management
Virginia
$265K
AR
729
Advisory Research
Illinois
$262K +$262K +6,432 New
DWA
730
Douglass Winthrop Advisors
New York
$260K
CWM
731
Concert Wealth Management
California
$260K +$397 +10 +0.2%
TCM
732
Traynor Capital Management
Pennsylvania
$255K -$365K -9,145 -59%
IA
733
IFP Advisors
Florida
$250K -$104K -2,539 -29%
FANJ
734
Financial Architects (New Jersey)
New Jersey
$249K +$81.8K +2,000 +49%
CIA
735
Choate Investment Advisors
Massachusetts
$248K
BIC
736
Beach Investment Counsel
Pennsylvania
$238K
HWA
737
HCR Wealth Advisors
California
$238K +$238K +5,833 New
LIM
738
Leavell Investment Management
Alabama
$237K
QIM
739
Quest Investment Management
Oregon
$235K
GLA
740
Good Life Advisors
Pennsylvania
$235K +$235K +5,964 New
TC
741
Telemus Capital
Michigan
$234K +$234K +5,738 New
VST
742
Van Strum & Towne
California
$233K -$20.4K -500 -8%
MWM
743
Mascoma Wealth Management
New Hampshire
$230K -$16.9K -415 -7%
TI
744
Trexquant Investment
Connecticut
$230K +$230K +5,634 New
WB
745
WesBanco Bank
West Virginia
$228K -$79.3K -1,942 -26%
CAN
746
Cetera Advisor Networks
California
$228K -$19.8K -483 -8%
PA
747
Parallel Advisors
California
$228K -$16.8K -417 -7%
CA
748
Cetera Advisors
Colorado
$225K -$127K -3,120 -36%
PFS
749
Physicians Financial Services
North Carolina
$225K -$8.18K -200 -4%
UBG
750
United Bank (Georgia)
Georgia
$224K +$224K +5,493 New