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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 %
LC
851
Lourd Capital
California
$208K +$208K +4,050 New
CG
852
Cutler Group
California
$205K -$92.8K -1,810 -31%
SWA
853
Sutton Wealth Advisors
Florida
$204K
CG
854
Colony Group
Massachusetts
$204K +$204K +3,973 New
GLI
855
Guardian Life Insurance
New York
$199K +$58.8K +1,142 +42%
CAW
856
Cornerstone Advisors (Washington)
Washington
$192K -$33.9K -660 -15%
Acadian Asset Management
857
Acadian Asset Management
Massachusetts
$187K +$187K +3,646 New
PAM
858
Paradigm Asset Management
New York
$185K -$43.7K -850 -19%
AOWM
859
Alpha Omega Wealth Management
Virginia
$181K -$7.69K -150 -4%
AF
860
Advisornet Financial
Minnesota
$179K +$179K +3,479 New
YWP
861
YorkBridge Wealth Partners
New York
$178K +$15.3K +297 +9%
SIAS
862
Shine Investment Advisory Services
Colorado
$168K -$1.08K -21 -0.6%
QT
863
Quantbot Technologies
New York
$167K +$167K +3,262 New
BL
864
Balentine LLC
Georgia
$162K -$411 -8 -0.3%
OWA
865
One Wealth Advisors
California
$142K +$142K +2,755 New
EA
866
Edge Advisors
Georgia
$138K -$870 -17 -0.6%
ZB
867
Zions Bancorporation
Utah
$136K -$59.7K -1,165 -31%
PR
868
Payden & Rygel
California
$135K
SLF
869
Sun Life Financial
Ontario, Canada
$134K -$314K -6,128 -70%
SIM
870
Sonora Investment Management
Arizona
$131K +$5.14K +100 +4%
WA
871
WealthTrust-Arizona
Arizona
$127K
FBT
872
First Bank & Trust
South Dakota
$124K -$18.4K -357 -13%
AssetMark Inc
873
AssetMark Inc
California
$119K -$64K -1,242 -35%
PWPS
874
Pinnacle Wealth Planning Services
Ohio
$118K +$118K +2,312 New
AIM
875
Anchor Investment Management
South Carolina
$116K +$5.14K +100 +5%