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Charles Schwab
SCHW

Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.65B
2
BlackRock
BlackRock
New York
$4.1B
3
MC
Maverick Capital
Texas
$162M
4
TP
Theleme Partners
United Kingdom
$689M
5
AAMU
Amundi Asset Management US
Massachusetts
$353M

Top Sellers

1
SA
SPO Advisory
California
$528M
2
Primecap Management
Primecap Management
California
$1.79B
3
Citadel Advisors
Citadel Advisors
Florida
$125M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.01B
5
State Street
State Street
Massachusetts
$2.93B
Name Holding Trade Value Shares
Change 		Shares
Change %
APSP
976
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K – – –
EWM
977
Edge Wealth Management
New York
$12K – – –
BFEC
978
Benjamin F. Edwards & Company
Missouri
$12K +$6.83K +136 +132%
SPI
979
Santori & Peters Inc
Pennsylvania
$12K +$12K +254 New
SGAM
980
Smith Group Asset Management
Texas
$11K -$2.5K -50 -19%
KTC
981
Kistler-Tiffany Companies
Pennsylvania
$11K – – –
AFNAS
982
American Financial Network Advisory Services
California
$10K – – –
GWA
983
Guidant Wealth Advisors
Illinois
$10K – – –
MBT
984
Monroe Bank & Trust
Michigan
$10K +$10K +200 New
Walleye Trading
985
Walleye Trading
New York
$8.29K -$443 -8,629 -5%
BWA
986
Burt Wealth Advisors
Maryland
$8K – – –
Twin Tree Management
987
Twin Tree Management
Texas
$8K +$8K +160 New
LFA
988
Legacy Financial Advisors
Kentucky
$8K +$8K +170 New
SFPIA
989
Stevens First Principles Investment Advisors
California
$7K +$7K +131 New
RFM
990
Royal Fund Management
Florida
$7K +$7K +138 New
AGA
991
Accuvest Global Advisors
Utah
$6K -$655 -12 -10%
AIM
992
Arcadia Investment Management
Michigan
$6K – – –
SHJ
993
Sharkey, Howes & Javer
Colorado
$6K – – –
CLOS
994
Compagnie Lombard Odier SCmA
Switzerland
$6K +$6K +106 New
CAC
995
Certified Advisory Corp
Florida
$6K +$6K +120 New
CPIG
996
Chicago Partners Investment Group
Illinois
$5K – – –
PFGIA
997
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
PCA
998
Providence Capital Advisors
North Carolina
$5K +$5K +100 New
SA
999
SRH Advisors
Kansas
$4K – – –
AIS
1000
Accurate Investment Solutions
Pennsylvania
$4K – – –
38 39
40
41 42