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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 %
KF
1101
Krilogy Financial
Missouri
-$109K -2,084 Closed
CIP
1102
Convergence Investment Partners
Florida
-$104K -1,989 Closed
IWM
1103
IHT Wealth Management
Illinois
-$91K -1,796 Closed
APP
1104
Avantax Planning Partners
Iowa
-$64K -1,227 Closed
P8IP
1105
Pier 88 Investment Partners
California
-$49K -930 Closed
SC
1106
Slow Capital
California
-$42K -800 Closed
VEA
1107
Virtus ETF Advisers
New York
-$28K -532 Closed
AIS
1108
AlphaOne Investment Services
Pennsylvania
-$25K -473 Closed
CCA
1109
Clearwater Capital Advisors
Illinois
-$16K -300 Closed
PS
1110
Portfolio Solutions
Michigan
-$10K -200 Closed
SFPIA
1111
Stevens First Principles Investment Advisors
California
-$7K -131 Closed
OFW
1112
Omnia Family Wealth
Florida
-$4K -68 Closed
JWA
1113
JFS Wealth Advisors
Pennsylvania
-$3K -65 Closed
CA
1114
Centerpoint Advisors
Massachusetts
-$3K -63 Closed
RWA
1115
Ropes Wealth Advisors
Massachusetts
-$2K -39 Closed
AWA
1116
Acorn Wealth Advisors
Michigan
-$1K -24 Closed
AWM
1117
Avior Wealth Management
Nebraska
-$1K -15 Closed
CAM
1118
CenterStar Asset Management
Illinois
-$52K