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Charles Schwab
SCHW

Overview Fund Activity

1,201 hedge funds and large institutions have $69.7B invested in Charles Schwab in 2020 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 528 increasing their positions, 317 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+157
Holders Change %
+15.04%
% of All Funds
21.31%
Holding in Top 10
67
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+97.06%
% of All Funds
1.19%
New
237
Increased
528
Reduced
317
Closed
68
Calls
$589M
Puts
$683M
Net Calls
-$93.7M
Net Calls Change
+$8.25M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$2.18B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.33B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$902M
4
State Street
State Street
Massachusetts
+$780M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$692M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$564M
2
Dodge & Cox
Dodge & Cox
California
-$564M
3
ROIC
Route One Investment Company
California
-$358M
4
NI
Nuance Investments
Missouri
-$128M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMIMC
426
Northwestern Mutual Investment Management Company
Wisconsin
$4.34M +$1M +18,919 +30%
AAIM
427
American Assets Investment Management
California
$4.33M +$1.15M +21,674 +36%
IPAM
428
ICICI Prudential Asset Management
India
$4.29M +$4.29M +80,948 New
TLCM
429
Twin Lakes Capital Management
California
$4.26M +$4.26M +80,260 New
CBB
430
Citizens Business Bank
California
$4.22M -$302K -5,700 -7%
AB
431
Amalgamated Bank
New York
$4.22M +$732K +13,798 +21%
GF
432
Gabelli Funds
New York
$4.19M +$106K +2,000 +3%
CIA
433
CSat Investment Advisory
Michigan
$4.18M -$298K -5,623 -7%
Cambridge Investment Research Advisors
434
Cambridge Investment Research Advisors
Iowa
$4.17M -$537K -10,122 -11%
FDCDDQ
435
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.15M +$4.11M +77,498 +10,444%
MWM
436
Madison Wealth Management
Ohio
$4.14M +$154K +2,894 +4%
AWM
437
AE Wealth Management
Kansas
$4.14M +$522K +9,847 +14%
BCV
438
Banque Cantonale Vaudoise
Switzerland
$4.1M +$429K +8,091 +12%
ELI
439
Empire Life Investments
Ontario, Canada
$4.03M -$5.05M -95,282 -56%
SWM
440
Stockman Wealth Management
Montana
$4M -$177K -3,333 -4%
PCTC
441
Perkins Coie Trust Company
Washington
$3.96M +$12.8K +242 +0.3%
SC
442
Scotia Capital
Ontario, Canada
$3.94M +$1.33K +25 +0%
Fifth Third Bancorp
443
Fifth Third Bancorp
Ohio
$3.93M +$1.04M +19,677 +36%
ANTB
444
AMG National Trust Bank
Colorado
$3.9M -$254K -4,791 -6%
HWM
445
Hohimer Wealth Management
Washington
$3.89M -$485K -9,138 -11%
BIM
446
Bridges Investment Management
Nebraska
$3.86M -$10.7M -201,839 -74%
MIM
447
Marco Investment Management
Georgia
$3.82M -$53K -1,000 -1%
FG
448
Fiduciary Group
Georgia
$3.79M +$28.7K +513 +0.8%
GGI
449
GPM Growth Investors
Michigan
$3.69M +$3.69M +69,636 New
AAS
450
Annex Advisory Services
Wisconsin
$3.66M +$79.4K +1,498 +2%
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