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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 %
CAN
751
Cetera Advisor Networks
California
$363K +$58.8K +1,145 +19%
DTL
752
Dynamic Technology Lab
Singapore
$362K +$362K +7,049 New
WG
753
Winton Group
United Kingdom
$361K +$32.8K +638 +10%
GIP
754
Greatmark Investment Partners
Georgia
$360K
OCG
755
Opus Capital Group
Ohio
$360K +$5.09K +99 +1%
MBT
756
Montecito Bank & Trust
California
$359K +$39.7K +773 +12%
CG
757
Caprock Group
Idaho
$358K -$4.05K -73 -1%
CS
758
Credential Securities
$357K +$53.6K +1,044 +18%
PAM
759
Palisade Asset Management
Minnesota
$357K
MCC
760
Malaga Cove Capital
California
$351K
STA
761
Summit Trail Advisors
New York
$349K +$349K +6,338 New
LBC
762
Lowe Brockenbrough & Co
Virginia
$348K
WAS
763
WESPAC Advisors SoCal
California
$344K
SWP
764
Stratos Wealth Partners
Ohio
$342K +$64.4K +1,255 +23%
FMLI
765
Fukoku Mutual Life Insurance
Japan
$336K
TC
766
Telemus Capital
Michigan
$335K +$10.7K +208 +3%
APA
767
American Portfolios Advisors
New York
$335K +$335K +6,520 New
DZ Bank
768
DZ Bank
Germany
$334K
CA
769
Clearstead Advisors
Ohio
$333K +$42.8K +835 +15%
VNA
770
Valley National Advisers
Pennsylvania
$331K +$154 +3 +0%
BCM
771
BTR Capital Management
California
$330K
CPA
772
Court Place Advisors
Maryland
$330K
TCM
773
Traynor Capital Management
Pennsylvania
$329K -$7.18K -140 -2%
RMDI
774
R.M. Davis Inc
Maine
$325K +$27.6K +538 +9%
WKWM
775
Walter & Keenan Wealth Management
Indiana
$324K