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Charles Schwab
SCHW

Overview Fund Activity

1,044 hedge funds and large institutions have $40.5B invested in Charles Schwab in 2020 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 383 increasing their positions, 404 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,044
Holders Change
-28
Holders Change %
-2.61%
% of All Funds
21.12%
Holding in Top 10
34
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+36%
% of All Funds
0.69%
New
101
Increased
383
Reduced
404
Closed
120
Calls
$220M
Puts
$322M
Net Calls
-$102M
Net Calls Change
-$11.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$391M
2
Lazard Asset Management
Lazard Asset Management
New York
+$210M
3
American Century Companies
American Century Companies
Missouri
+$182M
4
BlackRock
BlackRock
New York
+$152M
5
GIM
Generation Investment Management
United Kingdom
+$118M

Top Sellers

1
Sands Capital Management
Sands Capital Management
Virginia
-$216M
2
Citadel Advisors
Citadel Advisors
Florida
-$194M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$112M
4
Renaissance Technologies
Renaissance Technologies
New York
-$95.9M
5
Goldman Sachs
Goldman Sachs
New York
-$95.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
451
Signet Financial Management
New Jersey
$2.04M -$68.2K -1,670 -3%
SCA
452
Stonebridge Capital Advisors
Minnesota
$2.03M +$37.1K +1,025 +2%
KBFS
453
Kohmann Bosshard Financial Services
Ohio
$2.01M +$5.8K +160 +0.3%
TC
454
TradeLink Capital
Illinois
$2.01M +$2.01M +55,500 New
VVP
455
Venture Visionary Partners
Ohio
$2M +$2M +55,120 New
GWM
456
Graybill Wealth Management
Illinois
$1.98M +$1.27K +35 +0.1%
Fifth Third Bancorp
457
Fifth Third Bancorp
Ohio
$1.97M +$406K +11,211 +26%
GCP
458
Gill Capital Partners
Colorado
$1.96M -$725 -20 -0%
RC
459
RBF Capital
California
$1.96M – – –
DY
460
Dowling & Yahnke
California
$1.95M -$49.1K -1,354 -2%
QC
461
Quadrature Capital
United Kingdom
$1.94M +$1.94M +53,665 New
COPPSERS
462
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.9M +$1.52M +41,941 +399%
HI
463
Harrington Investments
California
$1.89M -$86.1K -2,375 -4%
CICI
464
Capital Investment Counsel Inc
North Carolina
$1.87M +$636K +17,559 +51%
TNA
465
True North Advisors
Texas
$1.82M +$5.76K +159 +0.3%
GFI
466
Global Frontier Investments
South Carolina
$1.81M – – –
AIC
467
Aurora Investment Counsel
Georgia
$1.8M +$122K +2,495 +7%
SCA
468
Snowden Capital Advisors
New York
$1.79M +$88.1K +2,433 +5%
Schroder Investment Management Group
469
Schroder Investment Management Group
United Kingdom
$1.79M +$40K +1,061 +2%
WB
470
Webster Bank
Connecticut
$1.78M -$36.2K -1,000 -2%
IRAG
471
Investment Research & Advisory Group
Georgia
$1.78M +$28.3K +780 +2%
LPIC
472
LeJeune Puetz Investment Counsel
Michigan
$1.77M +$73.1K +2,018 +4%
BBVA
473
Banco Bilbao Vizcaya Argentaria
Spain
$1.76M +$226K +6,235 +15%
OAMG
474
Odey Asset Management Group
United Kingdom
$1.74M – – –
SLI
475
Sumitomo Life Insurance
Japan
$1.74M -$73.2K -2,019 -4%
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