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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 %
IWM
801
IHT Wealth Management
Illinois
$80K -$45.3K -1,146 -36%
WTB
802
Washington Trust Bank
Washington
$78K -$1.18K -29 -1%
AIM
803
Anchor Investment Management
South Carolina
$75.5K -$28.6K -700 -27%
AF
804
Allworth Financial
California
$75K
RFS
805
Rockefeller Financial Services
New York
$73K
JFGIW
806
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72K -$247K -6,103 -77%
CPA
807
Clear Perspective Advisors
Illinois
$71K
TFO
808
Tarbox Family Office
California
$67K
CHC
809
City Holding Co
West Virginia
$66K
Carson Wealth (CWM LLC)
810
Carson Wealth (CWM LLC)
Nebraska
$61K -$10.9K -266 -15%
MRCM
811
M&R Capital Management
New Jersey
$59K +$81 +2 +0.1%
FDCDDQ
812
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.2K +$56.2K +1,376 New
MPWT
813
MassMutual Private Wealth & Trust
Connecticut
$55.5K -$4.49K -110 -7%
KF
814
Krilogy Financial
Missouri
$54K
SBL
815
Sargent Bickham Lagudis
Colorado
$54K +$25.8K +630 +91%
NCM
816
Nelson Capital Management
California
$53K
FMA
817
FNY Managed Accounts
New York
$51K +$51K +1,250 New
CS
818
Credential Securities
$50.8K +$38.1K +935 +301%
HCA
819
Harbour Capital Advisors
Virginia
$47.7K +$47.7K +1,170 New
SAM
820
Solaris Asset Management
New York
$47K
BAM
821
Barrett Asset Management
New York
$46K
ST
822
Smithfield Trust
Pennsylvania
$42K
MCM
823
Manchester Capital Management
Vermont
$39K
MWM
824
MinichMacGregor Wealth Management
New York
$37K -$321 -8 -0.9%
First Eagle Investment Management
825
First Eagle Investment Management
New York
$37K