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Charles Schwab
SCHW

Overview Fund Activity

1,044 hedge funds and large institutions have $40.5B invested in Charles Schwab in 2020 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 383 increasing their positions, 404 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,044
Holders Change
-28
Holders Change %
-2.61%
% of All Funds
21.12%
Holding in Top 10
34
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+36%
% of All Funds
0.69%
New
101
Increased
383
Reduced
404
Closed
120
Calls
$220M
Puts
$322M
Net Calls
-$102M
Net Calls Change
-$11.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$391M
2
Lazard Asset Management
Lazard Asset Management
New York
+$210M
3
American Century Companies
American Century Companies
Missouri
+$182M
4
BlackRock
BlackRock
New York
+$152M
5
GIM
Generation Investment Management
United Kingdom
+$118M

Top Sellers

1
Sands Capital Management
Sands Capital Management
Virginia
-$216M
2
Citadel Advisors
Citadel Advisors
Florida
-$194M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$112M
4
Renaissance Technologies
Renaissance Technologies
New York
-$95.9M
5
Goldman Sachs
Goldman Sachs
New York
-$95.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
226
Two Sigma Investments
New York
$11.4M -$49.5M -1,367,347 -81%
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$11.4M -$877K -24,196 -7%
NONA
228
Ninety One North America
New York
$11.4M +$6.85M +189,152 +152%
MAM
229
Mark Asset Management
New York
$11.3M -$2.84M -78,379 -20%
CGH
230
Crossmark Global Holdings
Texas
$11M -$228K -6,292 -2%
Kayne Anderson Rudnick Investment Management
231
Kayne Anderson Rudnick Investment Management
California
$11M -$60.6K -1,673 -0.6%
Mirae Asset Global Investments
232
Mirae Asset Global Investments
South Korea
$10.9M +$3.72M +102,586 +52%
PGFC
233
Peapack-Gladstone Financial Corp
New Jersey
$10.9M -$334K -9,229 -3%
FFA
234
First Foundation Advisors
California
$10.8M +$9.21M +254,309 +574%
Mitsubishi UFJ Asset Management
235
Mitsubishi UFJ Asset Management
Japan
$10.7M +$1.88M +51,903 +21%
MIM
236
MetLife Investment Management
New Jersey
$10.7M -$203K -5,614 -2%
HA
237
Heartland Advisors
Wisconsin
$10.6M +$673K +18,578 +7%
NIPH
238
NN Investment Partners Holdings
Netherlands
$10.4M +$1.75M +48,434 +20%
CCM
239
Covington Capital Management
California
$10.3M -$657K -18,127 -6%
GIBU
240
Gulf International Bank (UK)
United Kingdom
$10.2M -$69.9K -1,929 -0.7%
HPCM
241
Hunter Perkins Capital Management
Illinois
$10.2M +$71.2K +1,965 +0.7%
Handelsbanken Fonder
242
Handelsbanken Fonder
Sweden
$10.1M +$79.7K +2,200 +0.8%
BIM
243
Bridges Investment Management
Nebraska
$9.95M -$5.19M -143,353 -34%
William Blair & Company
244
William Blair & Company
Illinois
$9.94M +$284K +7,834 +3%
Zurich Cantonal Bank
245
Zurich Cantonal Bank
Switzerland
$9.7M +$1.45M +39,917 +18%
UONDDL
246
University of Notre Dame du Lac
Indiana
$9.66M -$479K -13,209 -5%
GC
247
Grimes & Company
Massachusetts
$9.45M +$1.39M +38,403 +17%
Comerica Bank
248
Comerica Bank
Texas
$9.45M -$87K -2,157 -0.9%
HighTower Advisors
249
HighTower Advisors
Illinois
$9.38M -$395K -10,932 -4%
TBA
250
Tower Bridge Advisors
Pennsylvania
$9.24M +$252K +6,967 +3%
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