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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 %
QCIG
1051
Quad-Cities Investment Group
Iowa
$10K +$43 +1 +0.4%
SCM
1052
Shelton Capital Management
Colorado
$9.32K -$211K -9,019 -96%
CLOS
1053
Compagnie Lombard Odier SCmA
Switzerland
$9K
KTC
1054
Kistler-Tiffany Companies
Pennsylvania
$9K
RIA
1055
RPG Investment Advisory
California
$9K
PFGIA
1056
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$32.5K -748 -80%
FHA
1057
Flagship Harbor Advisors
Massachusetts
$8K
PGWM
1058
Parisi Gray Wealth Management
New Jersey
$8K
HWA
1059
Heritage Wealth Advisors
Virginia
$7.4K
PWM
1060
PRW Wealth Management
Massachusetts
$7K -$6.63K -160 -49%
SGAM
1061
Smith Group Asset Management
Texas
$7K
PCA
1062
Providence Capital Advisors
North Carolina
$6K +$1.71K +40 +40%
TFGT
1063
TS Financial Group (TSFG)
Illinois
$6K +$6K +147 New
GEA
1064
Glen Eagle Advisors
New Jersey
$5K +$1.54K +36 +44%
SHJ
1065
Sharkey, Howes & Javer
Colorado
$5K
ESB
1066
Essex Savings Bank
Connecticut
$5K
CWA
1067
Clarus Wealth Advisors
Arizona
$5K
CAC
1068
Certified Advisory Corp
Florida
$5K +$41 +1 +0.8%
FNB
1069
Farmers National Bank
Kentucky
$5K +$5K +107 New
IWP
1070
Icon Wealth Partners
Texas
$5K +$5K +120 New
CAL
1071
Capital Analysts LLC
Pennsylvania
$5K +$5K +123 New
BFEC
1072
Benjamin F. Edwards & Company
Missouri
$4K
IWA
1073
Intercontinental Wealth Advisors
Texas
$4K
FIA
1074
FNY Investment Advisers
New York
$4K +$4K +100 New
OFW
1075
Omnia Family Wealth
Florida
$3K