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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 %
AF
951
Advisornet Financial
Minnesota
$53K -$115K -2,259 -68%
CT
952
Clearstead Trust
Maine
$53K +$53K +1,044 New
FC
953
Ferris Capital
Massachusetts
$51K
FAM
954
Fred Alger Management
New York
$50K +$37.2K +727 +292%
SQA
955
Simon Quick Advisors
New Jersey
$49K -$55.9K -1,113 -53%
MCM
956
Manchester Capital Management
Vermont
$49K
FHA
957
Flagship Harbor Advisors
Massachusetts
$47K +$47K +928 New
RAM
958
Riggs Asset Management
Pennsylvania
$46K
PI
959
PineBridge Investments
New York
$46K +$31.5K +615 +217%
GRP
960
Global Retirement Partners
California
$41K -$24.6K -487 -37%
HT
961
Heritage Trust
Oklahoma
$41K
PFGIA
962
Patriot Financial Group Insurance Agency
Massachusetts
$41K +$36.5K +708 +814%
VCM
963
Vigilant Capital Management
Maine
$40K -$5.55K -108 -12%
AAP
964
Arax Advisory Partners
Colorado
$40K +$9.71K +193 +32%
SMG
965
Spectrum Management Group
Indiana
$38K
IFAM
966
Institutional & Family Asset Management
Colorado
$35K -$562 -11 -2%
GFP
967
Gryphon Financial Partners
Ohio
$35K -$456 -9 -1%
MSA
968
Marino Stram & Associates
Massachusetts
$35K +$3.02K +59 +9%
NCM
969
Nelson Capital Management
California
$34K -$32.8K -650 -49%
TFO
970
Tarbox Family Office
California
$34K -$2.05K -40 -6%
JCM
971
Jacobi Capital Management
Pennsylvania
$34K +$5.08K +100 +18%
FMII
972
Farmers & Merchants Investments Inc
Nebraska
$34K +$13.1K +260 +63%
RA
973
Rational Advisors
New York
$33K +$21.9K +432 +198%
CF
974
Centaurus Financial
California
$33K +$33K +647 New
WF
975
WealthTrust Fairport
Ohio
$32K