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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 %
CCA
426
Covey Capital Advisors
Georgia
$2.16M -$136K -4,049 -6%
BOTW
427
Bank of the West
California
$2.15M -$930K -27,654 -30%
YAM
428
Yacktman Asset Management
Texas
$2.15M +$998K +29,700 +87%
CCM
429
Canal Capital Management
Virginia
$2.15M +$2.15M +63,813 New
MC
430
Maverick Capital
Texas
$2.1M +$2.1M +62,502 New
HWM
431
Hohimer Wealth Management
Washington
$2.09M +$119K +3,239 +6%
SFM
432
Signet Financial Management
New Jersey
$2.08M -$301K -8,769 -13%
SC
433
Scotia Capital
Ontario, Canada
$2.06M +$206K +6,112 +11%
Wealthfront Advisers
434
Wealthfront Advisers
California
$2.05M +$510K +15,174 +33%
SCA
435
Stonebridge Capital Advisors
Minnesota
$2.01M -$80.7K -2,400 -4%
NMIMC
436
Northwestern Mutual Investment Management Company
Wisconsin
$2M +$510K +15,180 +34%
KPF
437
K2 Principal Fund
Ontario, Canada
$2M +$732K +21,783 +58%
OAM
438
Oppenheimer Asset Management
New York
$1.97M -$553K -16,442 -22%
BC
439
Brinker Capital
Pennsylvania
$1.93M +$473K +14,079 +32%
HI
440
Harrington Investments
California
$1.91M +$6.69K +199 +0.4%
HFS
441
Hantz Financial Services
Michigan
$1.91M +$1.91M +56,919 New
H
442
HoyleCohen
California
$1.91M -$59.5K -1,770 -3%
SI
443
Stephens Inc
Arkansas
$1.91M +$989K +29,416 +108%
KCPG
444
Kavar Capital Partners Group
Kansas
$1.88M -$37.8K -1,125 -2%
PF
445
Phoenix Financial
Israel
$1.87M +$1.87M +57,271 New
Marshall Wace
446
Marshall Wace
United Kingdom
$1.85M -$3.34M -99,284 -64%
WIA
447
Westbourne Investment Advisors
Maryland
$1.84M +$1.46M +43,547 +393%
AIM
448
Aigen Investment Management
New York
$1.83M +$1.65M +49,182 +938%
PAM
449
Private Asset Management
California
$1.83M -$840K -24,985 -31%
ACP
450
Aviance Capital Partners
Florida
$1.83M -$99.6K -2,962 -5%
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