SCHW icon

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 %
MCC
526
Malaga Cove Capital
California
$1.33M +$247K +6,803 +23%
PI
527
Pettee Investors
Connecticut
$1.31M – – –
Cetera Investment Advisers
528
Cetera Investment Advisers
Illinois
$1.3M +$91.4K +2,523 +8%
PAM
529
Private Asset Management
California
$1.29M -$321K -8,869 -20%
B
530
Barings
North Carolina
$1.28M -$23.9K -660 -2%
CTC
531
Central Trust Company
Missouri
$1.26M -$299K -8,248 -19%
LCM
532
Landscape Capital Management
New Jersey
$1.25M -$6.89M -190,118 -85%
SS
533
Simplicity Solutions
Minnesota
$1.25M -$23.5K -650 -2%
CB
534
Commerce Bank
Missouri
$1.25M +$267K +7,362 +27%
NB
535
Norinchukin Bank
Japan
$1.24M +$61.1K +1,686 +5%
ONB
536
Old National Bancorp
Indiana
$1.24M -$3.03M -83,718 -71%
CTA
537
Colonial Trust Advisors
South Carolina
$1.24M -$2.4M -66,324 -66%
HCA
538
Harbour Capital Advisors
Virginia
$1.23M -$58.5K -1,615 -5%
CIBC World Market
539
CIBC World Market
Ontario, Canada
$1.23M -$54.7K -1,511 -4%
NAM
540
NorthCoast Asset Management
Connecticut
$1.21M -$36.7K -1,014 -3%
KeyBank National Association
541
KeyBank National Association
Ohio
$1.2M -$8.05K -222 -0.7%
BRWA
542
B. Riley Wealth Advisors
Florida
$1.2M +$57K +1,583 +5%
1WA
543
180 Wealth Advisors
Washington
$1.18M +$85.1K +2,176 +8%
JIC
544
Johnson Investment Counsel
Ohio
$1.17M -$328K -9,058 -22%
KA
545
Kintegral Advisory
New York
$1.17M -$37.6K -1,038 -3%
IAS
546
Investment Advisory Services
Texas
$1.17M +$15K +414 +1%
SWP
547
Stratos Wealth Partners
Ohio
$1.16M +$329K +9,090 +40%
GAM
548
Gemmer Asset Management
California
$1.14M – – –
WAM
549
World Asset Management
Michigan
$1.12M +$10.7K +295 +1%
S
550
Seeyond
France
$1.1M +$192K +5,298 +21%
20 21
22
23 24