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Charles Schwab
SCHW

Overview Fund Activity

1,304 hedge funds and large institutions have $84.8B invested in Charles Schwab in 2021 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 442 increasing their positions, 492 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,304
Holders Change
+103
Holders Change %
+8.58%
% of All Funds
22.96%
Holding in Top 10
78
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.42%
% of All Funds
1.37%
New
185
Increased
442
Reduced
492
Closed
70
Calls
$496M
Puts
$552M
Net Calls
-$56M
Net Calls Change
+$37.7M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$491M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$375M
3
BlackRock
BlackRock
New York
+$346M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$313M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$259M

Top Sellers

1
GIM
Generation Investment Management
United Kingdom
-$672M
2
Dodge & Cox
Dodge & Cox
California
-$511M
3
Lazard Asset Management
Lazard Asset Management
New York
-$346M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$283M
5
FPP
Findlay Park Partners
United Kingdom
-$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
276
Greenwood Gearhart
Arkansas
$15.2M -$429K -6,577 -3%
GG
277
Gofen & Glossberg
Illinois
$15M -$309K -4,746 -2%
Daiwa Securities Group
278
Daiwa Securities Group
Japan
$14.9M -$3.88M -59,591 -21%
CIM
279
Courant Investment Management
Tennessee
$14.9M -$7.72M -118,501 -34%
TFM
280
TPI Fund Managers
United Kingdom
$14.8M +$14.8M +227,160 New
CIBC Asset Management
281
CIBC Asset Management
Ontario, Canada
$14.7M -$1.48M -22,656 -9%
BNP Paribas Asset Management
282
BNP Paribas Asset Management
France
$14.6M -$1.07M -16,425 -7%
UONDDL
283
University of Notre Dame du Lac
Indiana
$14.3M -$1.96M -30,126 -12%
LIM
284
Lathrop Investment Management
Arkansas
$14.2M -$62.8K -964 -0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
285
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.2M -$11.5M -176,000 -45%
DekaBank Deutsche Girozentrale
286
DekaBank Deutsche Girozentrale
Germany
$14.1M +$1.18M +18,142 +9%
CC
287
Cornerstone Capital
California
$14M +$1.93M +29,570 +16%
CIC
288
Cutler Investment Counsel
Oregon
$13.9M -$26.9K -413 -0.2%
Kayne Anderson Rudnick Investment Management
289
Kayne Anderson Rudnick Investment Management
California
$13.9M -$5.62M -86,212 -29%
TSW
290
Thompson Siegel & Walmsley
Virginia
$13.8M +$431K +6,609 +3%
WAM
291
Winslow Asset Management
Ohio
$13.5M -$1.88M -28,832 -12%
Mercer Global Advisors
292
Mercer Global Advisors
Colorado
$13.3M +$11.4M +175,225 +604%
PP
293
Palladium Partners
Virginia
$13.3M +$225K +3,456 +2%
AQR Capital Management
294
AQR Capital Management
Connecticut
$13.3M +$7.37M +113,595 +125%
SW
295
SVB Wealth
Massachusetts
$13.3M -$123K -1,882 -0.9%
MNBTD
296
Moody National Bank Trust Division
Texas
$13.1M -$49.7K -763 -0.4%
MAM
297
Majedie Asset Management
United Kingdom
$13M +$5.02M +77,047 +63%
CFSG
298
Community Financial Services Group
Vermont
$12.8M -$169K -2,590 -1%
YCM
299
Yost Capital Management
Texas
$12.8M -$1.93M -29,600 -13%
MOACM
300
Mutual of America Capital Management
New York
$12.6M +$404K +6,205 +3%
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