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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 %
CPIG
876
Chicago Partners Investment Group
Illinois
$7K +$4.07K +104 +139%
BWA
877
Burt Wealth Advisors
Maryland
$6K -$40 -1 -0.7%
CB
878
Community Bank
New York
$6K
M
879
MOTCO
Texas
$6K +$6K +135 New
MDCM
880
Morgan Dempsey Capital Management
Wisconsin
$6K +$6K +140 New
SHJ
881
Sharkey, Howes & Javer
Colorado
$5K
AIM
882
Arcadia Investment Management
Michigan
$5K
TF
883
Tompkins Financial
New York
$5K +$5K +118 New
BFEC
884
Benjamin F. Edwards & Company
Missouri
$4K -$6.32K -158 -61%
OFW
885
Omnia Family Wealth
Florida
$4K
SA
886
SpiderRock Advisors
Delaware
$4K
LF
887
Lee Financial
Texas
$4K
GWS
888
Glassman Wealth Services
Virginia
$4K +$152 +4 +4%
AIM
889
Acrospire Investment Management
Illinois
$4K +$4K +100 New
SA
890
SRH Advisors
Kansas
$3K
CIM
891
Contravisory Investment Management
Massachusetts
$3K
PFGIA
892
Patriot Financial Group Insurance Agency
Massachusetts
$3K
MA
893
MCF Advisors
Kentucky
$3K +$3K +81 New
AAF
894
Andra AP-fonden
Sweden
$2.89K -$575 -14,100 -17%
AAP
895
Arax Advisory Partners
Colorado
$2K
PG
896
Patten Group
Tennessee
$2K +$2K +60 New
SLF
897
Sun Life Financial
Ontario, Canada
$657 +$24 +1 +4%
GVT
898
Genesee Valley Trust
New York
$240
EIC
899
Equity Investment Corp
Georgia
-$57.1M -1,447,525 Closed
Harris Associates
900
Harris Associates
Illinois
-$29M -735,895 Closed