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Charles Schwab
SCHW

Overview Fund Activity

649 hedge funds and large institutions have $30.2B invested in Charles Schwab in 2014 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 242 increasing their positions, 234 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+23
Holders Change %
+3.67%
% of All Funds
17.32%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.85%
New
78
Increased
242
Reduced
234
Closed
49
Calls
$52.7M
Puts
$71.9M
Net Calls
-$19.2M
Net Calls Change
+$26.9M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$251M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$110M
3
AIM
abrdn Investment Management
United Kingdom
+$98.2M
4
Franklin Resources
Franklin Resources
California
+$97.1M
5
Goldman Sachs
Goldman Sachs
New York
+$87.7M

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
-$406M
2
SA
SPO Advisory
California
-$285M
3
Capital World Investors
Capital World Investors
California
-$236M
4
Invesco
Invesco
Georgia
-$119M
5
PHS
PFM Health Sciences
California
-$83.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
551
Cornerstone Advisors (Washington)
Washington
$214K +$207K +6,832 +2,823%
WT
552
Whittier Trust
California
$213K – – –
ZIC
553
ZWJ Investment Counsel
Georgia
$213K +$213K +7,052 New
Janney Montgomery Scott
554
Janney Montgomery Scott
Pennsylvania
$212K +$212K +7,016 New
ACM
555
Azimuth Capital Management
Michigan
$210K -$7.54K -250 -3%
MWAC
556
Mariner Wealth Advisors (Cincinnati)
Ohio
$205K +$205K +6,778 New
PAM
557
Palisade Asset Management
Minnesota
$202K +$202K +6,700 New
CB
558
Commerce Bank
Missouri
$201K +$201K +6,650 New
OC
559
Oppenheimer & Co
New York
$200K +$200K +6,620 New
GLI
560
Guardian Life Insurance
New York
$198K +$756 +25 +0.4%
W
561
Wealthfront
California
$196K -$41.1K -1,357 -17%
AAM
562
Advisors Asset Management
Colorado
$177K -$15.1K -500 -8%
PAG
563
Pinnacle Advisory Group
Maryland
$173K +$173K +14,931 New
MAM
564
Mizuho Asset Management
Japan
$169K +$47.3K +1,566 +39%
VIA
565
Vantage Investment Advisors
Pennsylvania
$161K -$12.1K -400 -7%
MCM
566
Manchester Capital Management
Vermont
$136K – – –
CFG
567
CKW Financial Group
Hawaii
$133K – – –
JWM
568
Jacobus Wealth Management
Wisconsin
$127K – – –
CFA
569
Carroll Financial Associates
North Carolina
$127K – – –
CAM
570
Cacti Asset Management
Georgia
$121K – – –
SAMC
571
Shinko Asset Management Company
Japan
$117K -$18K -600 -13%
FBT
572
Founders Bank & Trust
Michigan
$117K +$7.94K +262 +7%
Simplex Trading
573
Simplex Trading
Illinois
$113K +$113K +3,757 New
BPBT
574
Boston Private Bank & Trust
Massachusetts
$112K -$6.97K -231 -6%
RFA
575
Reilly Financial Advisors
California
$111K – – –
21 22
23
24 25