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Charles Schwab
SCHW

Overview Fund Activity

1,072 hedge funds and large institutions have $37.5B invested in Charles Schwab in 2020 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 394 increasing their positions, 421 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+5
Holders Change %
+0.47%
% of All Funds
22.03%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.51%
New
114
Increased
394
Reduced
421
Closed
99
Calls
$178M
Puts
$268M
Net Calls
-$90.4M
Net Calls Change
-$84.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$424M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$128M
3
GA
Greenhaven Associates
New York
+$124M
4
AAMU
Amundi Asset Management US
Massachusetts
+$110M
5
Invesco
Invesco
Georgia
+$101M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$327M
2
JSP
Jackson Square Partners
California
-$268M
3
GIM
Generation Investment Management
United Kingdom
-$198M
4
Dodge & Cox
Dodge & Cox
California
-$182M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
451
Aviance Capital Partners
Florida
$2.05M +$218K +6,468 +12%
CIA
452
CSat Investment Advisory
Michigan
$2.03M -$276K -8,180 -12%
AAIM
453
American Assets Investment Management
California
$2.02M +$1.35M +40,000 +200%
YAM
454
Yacktman Asset Management
Texas
$2.02M -$135K -4,000 -6%
PF
455
Phoenix Financial
Israel
$2.02M +$233K +7,483 +13%
TFA
456
Teamwork Financial Advisors
Texas
$2.01M +$2.01M +59,491 New
SC
457
Scotia Capital
Ontario, Canada
$1.98M -$86.4K -2,560 -4%
MML Investors Services
458
MML Investors Services
Massachusetts
$1.97M -$298K -8,830 -13%
Holocene Advisors
459
Holocene Advisors
New York
$1.95M +$1.95M +57,701 New
BCWM
460
Bartlett & Co Wealth Management
Ohio
$1.91M -$1.76M -52,066 -48%
BC
461
Bartlett & Co
Ohio
$1.91M -$1.76M -52,066 -48%
FMC
462
First Merchants Corp
Indiana
$1.91M +$1.17M +34,822 +160%
KCPG
463
Kavar Capital Partners Group
Kansas
$1.91M +$23.2K +689 +1%
RIM
464
Redpoint Investment Management
Australia
$1.89M -$288K -8,538 -13%
KBFS
465
Kohmann Bosshard Financial Services
Ohio
$1.87M +$1.2M +35,495 +178%
DY
466
Dowling & Yahnke
California
$1.86M +$380K +11,266 +26%
SCA
467
Stonebridge Capital Advisors
Minnesota
$1.85M -$161K -4,775 -8%
HI
468
Harrington Investments
California
$1.84M -$81.8K -2,425 -4%
GWM
469
Graybill Wealth Management
Illinois
$1.84M +$16.9K +500 +0.9%
GCP
470
Gill Capital Partners
Colorado
$1.83M – – –
RC
471
RBF Capital
California
$1.82M -$695K -20,600 -28%
CAS
472
Cascadia Advisory Services
Oregon
$1.81M +$1.81M +53,652 New
Alyeska Investment Group
473
Alyeska Investment Group
Illinois
$1.81M -$4.43M -131,228 -71%
WSFS
474
Wilmington Savings Fund Society
Delaware
$1.78M -$1.44M -42,664 -45%
VIA
475
Vident Investment Advisory
Georgia
$1.78M +$23.2K +689 +1%
17 18
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