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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 %
LNB
826
Ledyard National Bank
$37K +$17.2K +425 +87%
TI
827
Turner Investments
Pennsylvania
$35K
EFSCE
828
Enterprise Financial Services Corp (EFSC)
Missouri
$35K
CFD
829
Creative Financial Designs
Indiana
$33K
HT
830
Heritage Trust
Oklahoma
$33K +$33K +800 New
WPA
831
West Paces Advisors
Georgia
$32.4K -$25.8K -631 -44%
AF
832
Arrow Financial
New York
$31K
NSIM
833
North Star Investment Management
Illinois
$31K
WB
834
Webster Bank
Connecticut
$30K +$23.4K +563 +352%
LCM
835
Liberty Capital Management
Michigan
$29K +$29K +702 New
ANBT
836
American National Bank & Trust
Texas
$27K -$866 -21 -3%
IPC
837
Independent Portfolio Consultants
Florida
$27K +$23.1K +563 +586%
WA
838
Winfield Associates
Ohio
$23K +$7.22K +183 +46%
FIB
839
First Interstate Bank
Montana
$22K -$4.17K -100 -16%
GRP
840
Global Retirement Partners
California
$22K -$1.24K -31 -5%
DAM
841
Delta Asset Management
Tennessee
$22K +$1.96K +49 +10%
PCP
842
Proficio Capital Partners
Massachusetts
$22K +$14.1K +368 +177%
BIG
843
Bellwether Investment Group
Tennessee
$21K -$453 -11 -2%
WA
844
WFG Advisors
Texas
$20K
PK
845
Pflug Koory
Nebraska
$20K
CAM
846
Close Asset Management
United Kingdom
$20K +$20K +500 New
WIM
847
Westside Investment Management
California
$19.6K -$3.67K -93 -16%
FPFS
848
First Personal Financial Services
North Carolina
$19K
FMP
849
Financial Management Professionals
Texas
$18K
TDC
850
Thompson Davis & Co
Virginia
$16K +$5.85K +144 +58%