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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 %
PC
376
Permanens Capital
New York
$7.67M +$903K +13,849 +13%
HDIM
377
Hanson & Doremus Investment Management
Vermont
$7.63M -$269K -4,129 -3%
PP
378
Paloma Partners
Connecticut
$7.58M +$7.58M +116,222 New
PHK
379
Point72 Hong Kong
Hong Kong
$7.46M +$7.2M +110,493 +2,773%
TC
380
TwinBeech Capital
New York
$7.33M +$7.33M +112,450 New
SSB
381
Sandy Spring Bank
Maryland
$7.33M +$60.4K +927 +0.8%
BMSSC
382
B. Metzler seel. Sohn & Co
Germany
$7.31M +$812K +12,462 +12%
HF
383
HRT Financial
New York
$7.3M +$7.3M +111,982 New
BRA
384
Biechele Royce Advisors
Indiana
$7.2M -$107K -1,641 -1%
EMPI
385
Elo Mutual Pension Insurance
Finland
$7.19M +$109K +1,667 +2%
WIA
386
Westbourne Investment Advisors
Maryland
$7.07M -$329K -5,047 -4%
BCM
387
Barometer Capital Management
Ontario, Canada
$7.05M +$7.05M +108,200 New
OC
388
Oppenheimer & Co
New York
$7.03M +$1.15M +17,705 +20%
Mariner
389
Mariner
Kansas
$7M -$1.94M -29,835 -22%
NCM
390
Nelson Capital Management
California
$6.96M -$180K -2,756 -3%
MWM
391
Madison Wealth Management
Ohio
$6.96M +$1.87M +28,679 +37%
MSRPS
392
Maryland State Retirement & Pension System
Maryland
$6.88M +$5.43M +83,272 +373%
BAM
393
Blueshift Asset Management
New Jersey
$6.86M +$6.86M +105,243 New
1C
394
1623 Capital
Virginia
$6.84M – – –
GGI
395
GPM Growth Investors
Michigan
$6.81M +$2.27M +34,808 +50%
Los Angeles Capital Management
396
Los Angeles Capital Management
California
$6.8M -$4.62M -70,836 -40%
PCM
397
Prana Capital Management
Connecticut
$6.75M +$6.75M +103,502 New
Commonwealth Equity Services
398
Commonwealth Equity Services
Massachusetts
$6.74M +$347K +5,328 +5%
Marshall Wace
399
Marshall Wace
United Kingdom
$6.73M +$6.22M +95,460 +1,224%
Schroder Investment Management Group
400
Schroder Investment Management Group
United Kingdom
$6.64M -$17.2M -263,794 -72%
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