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Charles Schwab
SCHW

Overview Fund Activity

533 hedge funds and large institutions have $21B invested in Charles Schwab in 2013 Q2 according to their latest regulatory filings, with 533 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
+533
Holders Change %
–
% of All Funds
17.4%
Holding in Top 10
31
Holding in Top 10 Change
+31
Holding in Top 10 Change %
%
% of All Funds
1.01%
New
533
Increased
–
Reduced
–
Closed
–
Calls
$124M
Puts
$70.1M
Net Calls
+$54.2M
Net Calls Change
+$54.2M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
STC
201
SEI Trust Company
Pennsylvania
$5.35M +$5.35M +252,195 New
Mitsubishi UFJ Asset Management
202
Mitsubishi UFJ Asset Management
Japan
$5.33M +$5.33M +250,900 New
BCM
203
Basswood Capital Management
New York
$5.28M +$5.28M +248,514 New
Balyasny Asset Management
204
Balyasny Asset Management
Illinois
$5.21M +$5.21M +245,293 New
CCM
205
Cohen Capital Management
California
$5.19M +$5.19M +244,336 New
RJA
206
Raymond James & Associates
Florida
$5.17M +$5.17M +243,643 New
Truist Financial
207
Truist Financial
North Carolina
$5.16M +$5.16M +243,124 New
JC
208
JBF Capital
Colorado
$5.02M +$5.02M +236,300 New
CIC
209
Cutler Investment Counsel
Oregon
$4.97M +$4.97M +234,013 New
MSA
210
Mason Street Advisors
Wisconsin
$4.93M +$4.93M +232,241 New
VCAM
211
Van Cleef Asset Management
Ohio
$4.89M +$4.89M +230,351 New
FSA
212
Financial Sense Advisors
California
$4.83M +$4.83M +227,275 New
PRC
213
Platte River Capital
Colorado
$4.82M +$4.82M +227,175 New
COPPSERS
214
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.76M +$4.76M +224,143 New
WAM
215
World Asset Management
Michigan
$4.7M +$4.7M +221,347 New
LPL Financial
216
LPL Financial
California
$4.52M +$4.52M +212,884 New
Nomura Asset Management
217
Nomura Asset Management
Japan
$4.47M +$4.47M +210,432 New
GI
218
GAMCO Investors
Connecticut
$4.46M +$4.46M +210,000 New
TAM
219
Tocqueville Asset Management
New York
$4.44M +$4.44M +208,945 New
MSU
220
Maple Securities USA
New Jersey
$4.37M +$4.37M +205,732 New
AG
221
Aperio Group
California
$4.32M +$4.32M +203,229 New
M
222
MOTCO
Texas
$4.23M +$4.23M +199,095 New
URS
223
Utah Retirement Systems
Utah
$4.19M +$4.19M +197,432 New
ERSOT
224
Employees Retirement System of Texas
Texas
$4.18M +$4.18M +197,000 New
Axa
225
Axa
France
$4.16M +$4.16M +195,909 New
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