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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 %
Bank of America
26
Bank of America
North Carolina
$310M -$24.9M -686,378 -7%
Legal & General Group
27
Legal & General Group
United Kingdom
$271M -$10.1M -277,780 -4%
FMI
28
Fiduciary Management Inc
Wisconsin
$269M -$12.2M -337,455 -4%
BAMCO Inc
29
BAMCO Inc
New York
$246M +$3.58M +98,794 +1%
Boston Partners
30
Boston Partners
Massachusetts
$233M +$48.2M +1,330,858 +26%
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$232M +$67.6M +1,865,244 +41%
Morgan Stanley
32
Morgan Stanley
New York
$227M +$27.1M +747,222 +14%
Lazard Asset Management
33
Lazard Asset Management
New York
$222M +$210M +5,801,142 +1,781%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$220M +$25.1M +694,141 +13%
First Eagle Investment Management
35
First Eagle Investment Management
New York
$207M +$1.69M +46,599 +0.8%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$204M +$17.8M +490,098 +10%
Invesco
37
Invesco
Georgia
$200M -$8.8M -242,950 -4%
APG Asset Management
38
APG Asset Management
Netherlands
$198M -$14.7M -476,474 -7%
Franklin Resources
39
Franklin Resources
California
$198M -$42.4M -1,168,922 -18%
PTC
40
Provident Trust Company
Wisconsin
$196M -$16.2K -448 -0%
Principal Financial Group
41
Principal Financial Group
Iowa
$188M -$3.87M -106,863 -2%
UBS AM
42
UBS AM
Illinois
$180M +$4.32M +119,331 +2%
EVM
43
Eaton Vance Management
Massachusetts
$173M -$2.42M -66,713 -1%
Charles Schwab
44
Charles Schwab
California
$173M -$4.88M -134,797 -3%
FPP
45
Findlay Park Partners
United Kingdom
$171M -$38.6M -1,064,167 -18%
Aberdeen Group
46
Aberdeen Group
United Kingdom
$166M -$52.7M -1,453,496 -24%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$163M -$93M -2,568,287 -36%
Ameriprise
48
Ameriprise
Minnesota
$161M -$36.5M -1,006,655 -18%
PI
49
Putnam Investments
Massachusetts
$153M +$9.97M +275,211 +7%
NI
50
Nuance Investments
Missouri
$152M +$30.2M +833,395 +25%
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