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Charles Schwab

1,096 hedge funds and large institutions have $45.6B invested in Charles Schwab in 2019 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 475 increasing their positions, 329 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+47
Holders Change %
+4.48%
% of All Funds
23.76%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.89%
New
141
Increased
475
Reduced
329
Closed
78
Calls
$179M
Puts
$174M
Net Calls
+$5.02M
Net Calls Change
-$66.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CH
1026
Canton Hathaway
Rhode Island
$19K
SWP
1027
Strategic Wealth Partners
Ohio
$19K +$15.8K +350 +500%
WPA
1028
West Paces Advisors
Georgia
$18.7K
GT
1029
Glenmede Trust
Pennsylvania
$17.9K +$4.38K +102,350 +32%
AF
1030
Allworth Financial
California
$17K -$5.21K -125 -23%
WAP
1031
Wealthcare Advisory Partners
Pennsylvania
$17K
MA
1032
MCF Advisors
Kentucky
$17K +$4.25K +100 +33%
AWM
1033
AllSquare Wealth Management
New York
$15K
OAJ
1034
Ogorek Anthony Joseph
New York
$15K +$41 +1 +0.3%
DWA
1035
Dougherty Wealth Advisers
Minnesota
$14K
HCM
1036
Highlander Capital Management
New Jersey
$14K
TCM
1037
Tradewinds Capital Management
Washington
$14K
CIAS
1038
Capital Investment Advisory Services
North Carolina
$14K +$1.05K +24 +8%
AIA
1039
Alera Investment Advisors
Illinois
$14K +$2.49K +59 +22%
WCG
1040
Weaver Consulting Group
California
$14K +$14K +323 New
WF
1041
WealthTrust Fairport
Ohio
$14K +$14K +330 New
MWM
1042
Mascoma Wealth Management
New Hampshire
$13K -$84.6K -1,985 -87%
CCM
1043
Cribstone Capital Management
Maine
$13K -$1.67K -40 -11%
GWA
1044
Guidant Wealth Advisors
Illinois
$13K +$4.45K +104 +52%
Parallax Volatility Advisers
1045
Parallax Volatility Advisers
California
$12K -$25.4M -576,364 -100%
GTAM
1046
Global Trust Asset Management
Florida
$12K -$10.3K -231 -46%
AIM
1047
Advantage Investment Management
Iowa
$11K
APSP
1048
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K
EWM
1049
Edge Wealth Management
New York
$10K
BL
1050
Balentine LLC
Georgia
$10K