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Charles Schwab
SCHW

Overview Fund Activity

1,067 hedge funds and large institutions have $37.3B invested in Charles Schwab in 2020 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 403 increasing their positions, 432 reducing their positions, and 200 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,067
Holders Change
-100
Holders Change %
-8.57%
% of All Funds
23.57%
Holding in Top 10
32
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-31.91%
% of All Funds
0.71%
New
114
Increased
403
Reduced
432
Closed
200
Calls
$172M
Puts
$178M
Net Calls
-$5.96M
Net Calls Change
-$13.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$801M
2
Goldman Sachs
Goldman Sachs
New York
+$399M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$196M
4
BlackRock
BlackRock
New York
+$165M
5
Dodge & Cox
Dodge & Cox
California
+$160M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$171M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$167M
3
ClearBridge Investments
ClearBridge Investments
New York
-$157M
4
EIP
Epoch Investment Partners
New York
-$134M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
376
Exencial Wealth Advisors
Oklahoma
$3.29M +$98.6K +2,932 +3%
1832 Asset Management
377
1832 Asset Management
Ontario, Canada
$3.28M +$3.28M +95,000 New
PIM
378
Progressive Investment Management
Oregon
$3.23M -$28.5K -848 -0.9%
LOPW
379
Live Oak Private Wealth
North Carolina
$3.22M +$627K +18,656 +24%
WSFS
380
Wilmington Savings Fund Society
Delaware
$3.21M +$137K +4,085 +4%
IC
381
IEQ Capital
California
$3.18M +$2.65M +78,947 +507%
BHC
382
Bowen Hanes & Co
Florida
$3.16M -$23.5M -699,105 -88%
SHGA
383
Sand Hill Global Advisors
California
$3.16M +$164K +4,887 +5%
BB
384
Busey Bank
Illinois
$3.15M +$150K +4,475 +5%
DWT
385
Dorsey & Whitney Trust
South Dakota
$3.13M +$312K +9,277 +11%
BCM
386
Bridgeway Capital Management
Texas
$3.09M +$210K +6,257 +7%
FTC
387
Farmers Trust Company
Ohio
$3.07M +$262K +7,785 +9%
FFBTD
388
First Financial Bank - Trust Division
Ohio
$3.03M +$218K +6,490 +8%
BCV
389
Banque Cantonale Vaudoise
Switzerland
$3M +$262K +7,781 +10%
MYAM
390
Meiji Yasuda Asset Management
Japan
$2.99M -$384K -11,420 -11%
PCA
391
Personal Capital Advisors
California
$2.89M +$435K +12,768 +18%
TAF
392
Tredje AP-fonden
Sweden
$2.89M +$475K +14,131 +20%
MCM
393
Makena Capital Management
California
$2.86M +$560K +16,667 +24%
V
394
Veritable
Delaware
$2.78M -$163K -4,840 -6%
PIA
395
Piedmont Investment Advisors
North Carolina
$2.77M +$310K +9,217 +13%
KAH
396
Kathryn A. Hall
$2.77M +$6.09K +181 +0.2%
WTC
397
WhitTier Trust Company
Nevada
$2.74M -$48.6K -1,446 -2%
KFA
398
Kays Financial Advisory
Georgia
$2.72M +$155K +4,617 +6%
AMM
399
American Money Management
California
$2.63M -$97.5K -2,901 -4%
KRS
400
Kentucky Retirement Systems
Kentucky
$2.63M +$648K +19,264 +33%
14 15
16
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