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Charles Schwab
SCHW

Overview Fund Activity

1,201 hedge funds and large institutions have $69.7B invested in Charles Schwab in 2020 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 528 increasing their positions, 317 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+157
Holders Change %
+15.04%
% of All Funds
21.31%
Holding in Top 10
67
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+97.06%
% of All Funds
1.19%
New
237
Increased
528
Reduced
317
Closed
68
Calls
$589M
Puts
$683M
Net Calls
-$93.7M
Net Calls Change
+$8.25M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$2.18B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.33B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$902M
4
State Street
State Street
Massachusetts
+$780M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$692M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$564M
2
Dodge & Cox
Dodge & Cox
California
-$564M
3
ROIC
Route One Investment Company
California
-$358M
4
NI
Nuance Investments
Missouri
-$128M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
526
ACG Wealth
Georgia
$2.18M +$1.85M +34,978 +564%
SWM
527
Salvus Wealth Management
New Jersey
$2.18M +$2.18M +36,930 New
KAH
528
Kathryn A. Hall
$2.18M -$2.19M -41,210 -50%
KIA
529
KCM Investment Advisors
California
$2.16M +$822K +15,497 +61%
KRSITF
530
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.15M +$541K +10,201 +34%
SWM
531
Sculati Wealth Management
Michigan
$2.15M +$13.9K +262 +0.7%
BPA
532
Beacon Pointe Advisors
California
$2.14M +$1.25M +23,593 +140%
KA
533
Kintegral Advisory
New York
$2.13M +$421K +7,931 +25%
AP
534
Appleton Partners
Massachusetts
$2.13M -$165K -3,105 -7%
FIM
535
Freedom Investment Management
Connecticut
$2.11M +$48.6K +916 +2%
PPSG
536
Princeton Portfolio Strategies Group
New Jersey
$2.1M -$36.1K -680 -2%
Squarepoint
537
Squarepoint
New York
$2.07M +$2.07M +39,088 New
TAM
538
Trillium Asset Management
Massachusetts
$2.07M – – –
GIP
539
Granite Investment Partners
California
$2.06M -$74.3K -1,400 -3%
WG
540
Watchman Group
Texas
$2.04M +$2.04M +38,512 New
PG
541
Pendal Group
Australia
$2.03M -$1.05M -19,786 -34%
UR
542
USCA RIA
Texas
$2.03M +$1.11M +20,865 +120%
WCM
543
Wunderlich Capital Managemnt
Tennessee
$2.03M +$2.71K +51 +0.1%
LNWWM
544
Laird Norton Wetherby Wealth Management
California
$2.02M +$487K +9,178 +32%
WAM
545
World Asset Management
Michigan
$2M +$369K +6,946 +23%
HCCM
546
Hudson Canyon Capital Management
New York
$1.97M +$1.97M +37,219 New
AIC
547
Aurora Investment Counsel
Georgia
$1.96M +$9.55K +180 +0.5%
OAM
548
Oppenheimer Asset Management
New York
$1.96M -$279K -5,264 -12%
TC
549
Telemus Capital
Michigan
$1.96M -$2.12K -40 -0.1%
BRWA
550
B. Riley Wealth Advisors
Florida
$1.95M +$188K +3,545 +11%
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