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Charles Schwab
SCHW

Overview Fund Activity

1,049 hedge funds and large institutions have $44.1B invested in Charles Schwab in 2018 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 391 increasing their positions, 406 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
-20
Holders Change %
-1.87%
% of All Funds
23.41%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.05%
New
118
Increased
391
Reduced
406
Closed
124
Calls
$259M
Puts
$188M
Net Calls
+$71.5M
Net Calls Change
+$51.1M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$384M
2
ROIC
Route One Investment Company
California
+$201M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$197M
4
Ameriprise
Ameriprise
Minnesota
+$147M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$119M

Top Sellers

1
Sands Capital Management
Sands Capital Management
Virginia
-$444M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$376M
3
ECU
Egerton Capital (UK)
United Kingdom
-$319M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$275M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
OI
476
Oakbrook Investments
Illinois
$1.96M -$13.7K -330 -0.7%
JFA
477
JNBA Financial Advisors
Minnesota
$1.95M +$1.8M +43,408 +1,229%
AA
478
Ancora Advisors
Ohio
$1.94M +$355K +8,541 +22%
CNC
479
Citizens & Northern Corp
Pennsylvania
$1.92M -$3.16K -76 -0.2%
QT
480
Quantbot Technologies
New York
$1.9M +$1.9M +45,745 New
CC
481
Cadinha & Co
Hawaii
$1.85M -$620K -14,915 -25%
SF
482
Synovus Financial
Georgia
$1.83M -$2.13M -51,421 -54%
WCM
483
Wisconsin Capital Management
Wisconsin
$1.83M +$1.83M +44,000 New
HCM
484
HMS Capital Management
Tennessee
$1.82M – – –
BC
485
Brinker Capital
Pennsylvania
$1.8M +$110K +2,641 +7%
BIA
486
BMT Investment Advisors
Pennsylvania
$1.79M +$242K +5,818 +16%
GAM
487
Gotham Asset Management
New York
$1.78M +$1.23M +29,644 +224%
CCM
488
Condor Capital Management
New Jersey
$1.77M -$1.62K -39 -0.1%
FMT
489
First Mercantile Trust
Tennessee
$1.75M +$185K +4,460 +12%
CBB
490
Citizens Business Bank
California
$1.73M +$2.49K +60 +0.1%
MCIM
491
Meadow Creek Investment Management
Georgia
$1.73M +$156K +3,752 +10%
MML Investors Services
492
MML Investors Services
Massachusetts
$1.71M +$549K +13,217 +47%
Hudson Bay Capital Management
493
Hudson Bay Capital Management
Connecticut
$1.71M +$1.71M +41,100 New
Fifth Third Bancorp
494
Fifth Third Bancorp
Ohio
$1.7M -$135K -3,252 -7%
CTC
495
Central Trust Company
Missouri
$1.7M -$507K -12,207 -23%
NIS
496
National Investment Services
Wisconsin
$1.68M +$1.68M +40,345 New
DY
497
Dowling & Yahnke
California
$1.67M +$25.4K +567 +2%
RIA
498
Regal Investment Advisors
Michigan
$1.67M +$1.67M +40,280 New
CS
499
Comerica Securities
Michigan
$1.66M +$85.8K +2,065 +5%
Wealthfront Advisers
500
Wealthfront Advisers
California
$1.66M +$1.66M +40,013 New
18 19
20
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