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Charles Schwab

1,057 hedge funds and large institutions have $56B invested in Charles Schwab in 2018 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 424 increasing their positions, 387 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
+25
Holders Change %
+2.42%
% of All Funds
24.23%
Holding in Top 10
53
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-19.7%
% of All Funds
1.22%
New
94
Increased
424
Reduced
387
Closed
63
Calls
$345M
Puts
$254M
Net Calls
+$90.8M
Net Calls Change
+$34.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GLI
901
Guardian Life Insurance
New York
$169K +$28.4K +557 +20%
SLF
902
Sun Life Financial
Ontario, Canada
$166K +$151K +2,969 +1,042%
FBT
903
First Bank & Trust
South Dakota
$163K +$35K +687 +27%
BWL
904
Bogart Wealth LLC
Virginia
$155K +$14.9K +294 +11%
EA
905
Edge Advisors
Georgia
$153K +$20.5K +403 +15%
KA
906
Kaizen Advisory
Illinois
$152K +$93K +1,823 +158%
Qube Research & Technologies (QRT)
907
Qube Research & Technologies (QRT)
United Kingdom
$147K -$36.2K -707 -20%
OWA
908
One Wealth Advisors
California
$139K
SIAS
909
Shine Investment Advisory Services
Colorado
$136K -$30.7K -602 -18%
PR
910
Payden & Rygel
California
$135K
PCG
911
Private Capital Group
Connecticut
$134K +$7.11K +140 +6%
PHK
912
Point72 Hong Kong
Hong Kong
$134K +$134K +2,624 New
AIM
913
Anchor Investment Management
South Carolina
$130K +$10.2K +200 +9%
SIM
914
Sonora Investment Management
Arizona
$130K
LWM
915
Lenox Wealth Management
Ohio
$129K +$5.11K +100 +4%
WA
916
WealthTrust-Arizona
Arizona
$123K -$2.86K -56 -2%
AIM
917
Acropolis Investment Management
Missouri
$115K +$115K +2,247 New
DBT
918
Dubuque Bank & Trust
Iowa
$114K
OIA
919
OneDigital Investment Advisors
Kansas
$109K +$73.3K +1,435 +205%
HFM
920
Hartford Financial Management
Connecticut
$106K
RWP
921
RWA Wealth Partners
Massachusetts
$104K +$39.2K +771 +61%
AC
922
Avestar Capital
New York
$101K -$2.66K -62 -3%
CBT
923
Capital Bank & Trust
California
$100K
LWA
924
Lenox Wealth Advisors
New York
$96K -$8.46K -165 -8%
RE
925
RBC Europe
United Kingdom
$92K