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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 %
BKA
851
Brick & Kyle Associates
Pennsylvania
$16K +$16K +400 New
ATC
852
Adirondack Trust Company
New York
$15K -$9.58K -230 -39%
JCM
853
Jacobi Capital Management
Pennsylvania
$15K +$3.24K +80 +28%
HCM
854
Highlander Capital Management
New Jersey
$14K -$17K -407 -55%
AWM
855
AllSquare Wealth Management
New York
$14K -$920 -23 -6%
OC
856
Oakworth Capital
Alabama
$14K
BCM
857
Blume Capital Management
California
$14K
TCM
858
Tradewinds Capital Management
Washington
$14K
WEC
859
Winslow Evans & Crocker
Massachusetts
$13.4K
AA
860
Apriem Advisors
California
$13K
FMII
861
Farmers & Merchants Investments Inc
Nebraska
$12K
PFBT
862
Parkside Financial Bank & Trust
Missouri
$12K +$205 +5 +2%
MAS
863
Madden Advisory Services
Florida
$12K +$12K +300 New
Walleye Trading
864
Walleye Trading
New York
$11.8K +$11.8K +288,842 New
ZB
865
Zions Bancorporation
Utah
$11K -$21.1K -536 -66%
PMFA
866
Plante Moran Financial Advisors
Michigan
$11K -$5.28K -131 -32%
SGAM
867
Smith Group Asset Management
Texas
$11K -$407 -10 -4%
GI
868
Gradient Investments
Minnesota
$10K
EWM
869
Edge Wealth Management
New York
$10K +$8.51K +200 +571%
AIL
870
AGF Investments LLC
Ontario, Canada
$10K +$10K +236 New
APSP
871
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K +$10K +245 New
BTIS
872
BB&T Investment Services
North Carolina
$10K +$10K +254 New
KTC
873
Kistler-Tiffany Companies
Pennsylvania
$9K
MBT
874
Monroe Bank & Trust
Michigan
$8K
GWA
875
Guidant Wealth Advisors
Illinois
$7K