SCHW icon

Charles Schwab
SCHW

Overview Fund Activity

1,167 hedge funds and large institutions have $50.1B invested in Charles Schwab in 2019 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 384 increasing their positions, 451 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,167
Holders Change
+108
Holders Change %
+10.2%
% of All Funds
23.05%
Holding in Top 10
47
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.03%
% of All Funds
0.93%
New
203
Increased
384
Reduced
451
Closed
78
Calls
$341M
Puts
$334M
Net Calls
+$7.32M
Net Calls Change
-$129M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$436M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$279M
3
BlackRock
BlackRock
New York
+$270M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$246M
5
Dodge & Cox
Dodge & Cox
California
+$225M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$477M
2
Ameriprise
Ameriprise
Minnesota
-$257M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$172M
4
TP
Theleme Partners
United Kingdom
-$141M
5
Boston Partners
Boston Partners
Massachusetts
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
276
Lathrop Investment Management
Arkansas
$9.69M -$8.51K -179 -0.1%
TPSF
277
Texas Permanent School Fund
Texas
$9.62M -$685K -14,410 -7%
MNBTD
278
Moody National Bank Trust Division
Texas
$9.61M +$16.6K +350 +0.2%
GC
279
Guggenheim Capital
Illinois
$9.51M -$1.61M -33,810 -14%
Public Sector Pension Investment Board (PSP Investments)
280
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.44M -$1.31M -27,550 -12%
Nomura Asset Management
281
Nomura Asset Management
Japan
$9.42M -$355K -7,470 -4%
SAM
282
Shell Asset Management
Netherlands
$9.39M -$1.38M -29,044 -13%
Mirae Asset Global Investments
283
Mirae Asset Global Investments
South Korea
$9.24M +$5.33M +112,155 +137%
ANI
284
American National Insurance
Texas
$9.19M -$596K -12,525 -6%
CFSG
285
Community Financial Services Group
Vermont
$9.17M +$238K +5,009 +3%
DADC
286
D.A. Davidson & Co
Montana
$9.14M +$339K +7,118 +4%
Coatue Management
287
Coatue Management
New York
$9.12M +$9.12M +191,799 New
AB
288
Amalgamated Bank
New York
$9.02M +$160K +3,364 +2%
Rafferty Asset Management
289
Rafferty Asset Management
New York
$8.98M +$550K +11,572 +7%
CIC
290
Carnegie Investment Counsel
Ohio
$8.97M +$1.3M +27,363 +17%
CFG
291
Citizens Financial Group
Rhode Island
$8.97M -$518K -10,901 -5%
SOADOR
292
State of Alaska Department of Revenue
Alaska
$8.94M -$906K -19,060 -9%
UONDDL
293
University of Notre Dame du Lac
Indiana
$8.91M -$1.9M -40,029 -18%
BNP Paribas Asset Management
294
BNP Paribas Asset Management
France
$8.89M -$35.2M -739,506 -80%
NIPH
295
NN Investment Partners Holdings
Netherlands
$8.83M +$304K +6,383 +4%
Baird Financial Group
296
Baird Financial Group
Wisconsin
$8.81M -$307K -6,462 -3%
WC
297
Whitney & Co
New York
$8.74M -$11.4K -240 -0.1%
CAPTRUST Financial Advisors
298
CAPTRUST Financial Advisors
North Carolina
$8.58M +$1.83M +37,913 +27%
AAIM
299
Asset Advisors Investment Management
Georgia
$8.46M -$250K -5,242 -3%
SVC
300
Strycker View Capital
New York
$8.43M +$8.43M +177,209 New
10 11
12
13 14