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Charles Schwab
SCHW

Overview Fund Activity

1,304 hedge funds and large institutions have $84.8B invested in Charles Schwab in 2021 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 442 increasing their positions, 492 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,304
Holders Change
+103
Holders Change %
+8.58%
% of All Funds
22.96%
Holding in Top 10
78
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.42%
% of All Funds
1.37%
New
185
Increased
442
Reduced
492
Closed
70
Calls
$496M
Puts
$552M
Net Calls
-$56M
Net Calls Change
+$37.7M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$491M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$375M
3
BlackRock
BlackRock
New York
+$346M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$313M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$259M

Top Sellers

1
GIM
Generation Investment Management
United Kingdom
-$672M
2
Dodge & Cox
Dodge & Cox
California
-$511M
3
Lazard Asset Management
Lazard Asset Management
New York
-$346M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$283M
5
FPP
Findlay Park Partners
United Kingdom
-$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
526
Panagora Asset Management
Massachusetts
$3.01M -$137K -2,105 -4%
LFG
527
Lazard Frères Gestion
France
$3M -$277K -5,000 -8%
AW
528
ACG Wealth
Georgia
$2.97M +$290K +4,443 +11%
WB
529
Webster Bank
Connecticut
$2.96M -$131K -2,009 -4%
V
530
Veritable
Delaware
$2.96M +$39.8K +610 +1%
OAM
531
Oppenheimer Asset Management
New York
$2.95M +$540K +8,279 +22%
AIM
532
Achmea Investment Management
Netherlands
$2.95M – – –
TIM
533
Thompson Investment Management
Wisconsin
$2.94M -$91.2K -1,400 -3%
SCM
534
SOL Capital Management
Maryland
$2.94M -$19.6K -300 -0.7%
SC
535
Scotia Capital
Ontario, Canada
$2.94M -$1.91M -29,330 -39%
Cerity Partners
536
Cerity Partners
New York
$2.93M +$1.27M +19,459 +76%
SWM
537
Spire Wealth Management
Virginia
$2.93M +$2.93M +45,317 New
TCM
538
Twin Capital Management
Pennsylvania
$2.93M +$2.93M +44,906 New
CB
539
Commerce Bank
Missouri
$2.92M +$16.9K +259 +0.6%
PPSG
540
Princeton Portfolio Strategies Group
New Jersey
$2.89M +$311K +4,770 +12%
CIP
541
Chartwell Investment Partners
Pennsylvania
$2.87M +$81.5K +1,250 +3%
UR
542
USCA RIA
Texas
$2.81M +$313K +4,802 +13%
KRSITF
543
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.77M +$127K +1,955 +5%
KIA
544
KCM Investment Advisors
California
$2.77M +$109K +1,679 +4%
CCM
545
Condor Capital Management
New Jersey
$2.73M -$173K -2,649 -6%
COI
546
Connable Office Inc
Michigan
$2.73M +$2.73M +41,834 New
WOC
547
West Oak Capital
California
$2.71M -$236K -3,620 -8%
SLI
548
Sumitomo Life Insurance
Japan
$2.66M -$110K -1,686 -4%
KJHP
549
K.J. Harrison & Partners
Ontario, Canada
$2.65M -$1.34M -20,600 -34%
RC
550
Roundview Capital
New Jersey
$2.64M +$621K +9,522 +31%
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