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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 %
LWIC
776
Leith Wheeler Investment Counsel
British Columbia, Canada
$154K +$154K +3,784 New
CGT
777
Capital Guardian Trust
California
$152K -$48.1K -1,179 -24%
AssetMark Inc
778
AssetMark Inc
California
$151K -$123 -3 -0.1%
FHA
779
First Horizon Advisors
Tennessee
$151K +$119K +3,025 +366%
AOWM
780
Alpha Omega Wealth Management
Virginia
$150K
HNB
781
Huntington National Bank
Ohio
$146K -$15.2K -372 -9%
BL
782
Balentine LLC
Georgia
$143K -$82.1K -2,017 -36%
EA
783
Edge Advisors
Georgia
$143K +$38.7K +960 +37%
GWM
784
Geneos Wealth Management
Colorado
$139K -$2.03K -50 -1%
RIM
785
Rampart Investment Management
Connecticut
$137K -$866K -21,173 -86%
TRCT
786
Tower Research Capital (TRC)
New York
$133K -$1.26M -30,988 -90%
QCG
787
Quadrant Capital Group
Ohio
$133K +$7.98K +207 +6%
YWP
788
YorkBridge Wealth Partners
New York
$131K +$11.5K +287 +10%
FBT
789
First Bank & Trust
South Dakota
$128K +$4.47K +109 +4%
CCS
790
Crosspoint Capital Strategies
California
$122K
PB
791
Pinnacle Bancorp
Nebraska
$119K +$119K +2,914 New
PR
792
Payden & Rygel
California
$107K
DBT
793
Dubuque Bank & Trust
Iowa
$102K
SIM
794
Sonora Investment Management
Arizona
$100K +$12.2K +300 +14%
WA
795
WealthTrust-Arizona
Arizona
$99K
LWM
796
Lenox Wealth Management
Ohio
$94K -$56.1K -1,376 -37%
AIM
797
Advantage Investment Management
Iowa
$87K +$16.1K +395 +23%
WP
798
WealthPLAN Partners
Nebraska
$86.8K +$86.8K +2,198 New
HFM
799
Hartford Financial Management
Connecticut
$84K
WAM
800
Watermark Asset Management
California
$82K +$82K +2,018 New