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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 %
H
476
HoyleCohen
California
$1.76M -$155K -4,600 -8%
SFM
477
Signet Financial Management
New Jersey
$1.75M -$298K -8,811 -15%
WB
478
Webster Bank
Connecticut
$1.7M +$26.8K +795 +2%
FG
479
Fiduciary Group
Georgia
$1.69M +$522K +15,483 +45%
GI
480
GS Investments
Minnesota
$1.69M – – –
TNA
481
True North Advisors
Texas
$1.69M +$1.69M +50,000 New
GFI
482
Global Frontier Investments
South Carolina
$1.69M +$1.69M +50,000 New
SLI
483
Sumitomo Life Insurance
Japan
$1.69M -$142K -4,210 -8%
LSERS
484
Louisiana State Employees Retirement System
Louisiana
$1.66M +$23.6K +700 +1%
IRAG
485
Investment Research & Advisory Group
Georgia
$1.64M +$376K +11,084 +30%
RAM
486
Redmond Asset Management
Virginia
$1.62M +$42.2K +1,250 +3%
OAMG
487
Odey Asset Management Group
United Kingdom
$1.62M – – –
V
488
Veritable
Delaware
$1.62M -$1.17M -34,801 -42%
Wolverine Trading
489
Wolverine Trading
Illinois
$1.61M +$751K +22,919 +87%
MAA
490
Mraz Amerine & Associates
California
$1.6M – – –
ATC
491
Argent Trust Co
Tennessee
$1.59M +$75.8K +2,247 +5%
SCA
492
Snowden Capital Advisors
New York
$1.59M +$16.8K +497 +1%
LPIC
493
LeJeune Puetz Investment Counsel
Michigan
$1.58M -$33.7K -1,000 -2%
JFA
494
JNBA Financial Advisors
Minnesota
$1.57M – – –
Schroder Investment Management Group
495
Schroder Investment Management Group
United Kingdom
$1.57M +$326K +9,656 +26%
AFM
496
Anson Funds Management
Texas
$1.57M +$608K +18,000 +63%
AP
497
Appleton Partners
Massachusetts
$1.56M -$89.9K -2,663 -5%
NISOA
498
National Investment Services of America
Wisconsin
$1.55M -$28.4K -843 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
499
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.54M +$1.72K +51 +0.1%
TPCW
500
TD Private Client Wealth
New York
$1.54M +$590K +17,490 +62%
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