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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 %
DBT
876
Dubuque Bank & Trust
Iowa
$113K
OAMG
877
Odey Asset Management Group
United Kingdom
$113K
HFP
878
Holistic Financial Partners
Indiana
$110K +$110K +2,136 New
LWM
879
Lenox Wealth Management
Ohio
$108K -$8.42K -164 -7%
HFM
880
Hartford Financial Management
Connecticut
$106K
BWL
881
Bogart Wealth LLC
Virginia
$105K +$96.3K +1,870 +1,100%
CBT
882
Capital Bank & Trust
California
$100K -$26.7K -520 -21%
JFGIW
883
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$98K -$13.3K -260 -12%
AIM
884
Advantage Investment Management
Iowa
$97K -$12.9K -252 -12%
ST
885
Smithfield Trust
Pennsylvania
$93K +$9.76K +190 +12%
RE
886
RBC Europe
United Kingdom
$92.5K
IWM
887
IHT Wealth Management
Illinois
$89K
NSIM
888
North Star Investment Management
Illinois
$88K +$103 +2 +0.1%
MRCM
889
M&R Capital Management
New Jersey
$85K +$10.3K +202 +14%
AIM
890
ARK Investment Management
Florida
$85K +$85K +1,662 New
WTB
891
Washington Trust Bank
Washington
$84K +$5.2K +100 +7%
AC
892
Avestar Capital
New York
$84K +$84K +1,894 New
TL
893
TrueWealth LLC
Georgia
$82K +$82K +1,603 New
BCM
894
Blume Capital Management
California
$81K -$2.15K -42 -3%
PI
895
PineBridge Investments
New York
$79K -$865K -16,776 -92%
KF
896
Krilogy Financial
Missouri
$79K +$13.6K +263 +21%
EMG
897
ETF Managers Group
New Jersey
$78K +$11.1K +214 +17%
FDCDDQ
898
Federation des caisses Desjardins du Quebec
Quebec, Canada
$76.6K +$5.91K +115 +8%
BWM
899
Baystate Wealth Management
Massachusetts
$73K +$73K +1,314 New
MPWT
900
MassMutual Private Wealth & Trust
Connecticut
$72.4K -$7.19K -140 -9%