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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 %
MME
551
Meag Munich Ergo
Germany
$1.15M +$101K +3,000 +10%
MMA
552
Miracle Mile Advisors
California
$1.15M +$1.15M +34,000 New
LS
553
Leelyn Smith
Illinois
$1.14M +$171K +5,064 +18%
AIM
554
ARK Investment Management
Florida
$1.13M -$74.7K -2,216 -6%
KA
555
Kintegral Advisory
New York
$1.12M – – –
Cetera Investment Advisers
556
Cetera Investment Advisers
Illinois
$1.12M +$221K +6,561 +25%
KeyBank National Association
557
KeyBank National Association
Ohio
$1.12M -$81K -2,402 -7%
KIA
558
KCM Investment Advisors
California
$1.12M +$240K +7,098 +27%
SIP
559
Stoneridge Investment Partners
Pennsylvania
$1.12M +$1.12M +33,150 New
SAM
560
Silvercrest Asset Management
New York
$1.1M -$55K -1,630 -5%
NB
561
Norinchukin Bank
Japan
$1.1M -$35.3K -1,048 -3%
CAM
562
Cozad Asset Management
Illinois
$1.09M -$1.4M -41,460 -56%
IAS
563
Investment Advisory Services
Texas
$1.08M -$70.4K -2,086 -6%
LNWWM
564
Laird Norton Wetherby Wealth Management
California
$1.07M +$10.8K +319 +1%
BRWA
565
B. Riley Wealth Advisors
Florida
$1.07M -$181K -5,358 -15%
DWM
566
Destination Wealth Management
California
$1.06M -$9.48K -281 -0.9%
GAM
567
Gemmer Asset Management
California
$1.06M – – –
WG
568
Watchman Group
Texas
$1.06M -$24.3K -720 -2%
ECM
569
Everence Capital Management
Indiana
$1.06M – – –
EP
570
Edgestream Partners
New Jersey
$1.05M +$200K +5,918 +24%
MJRIC
571
Mogy Joel R Investment Counsel
California
$1.04M -$1.24M -36,743 -54%
Mercer Global Advisors
572
Mercer Global Advisors
Colorado
$1.04M -$34.6K -1,025 -3%
WAM
573
World Asset Management
Michigan
$1.03M -$531K -15,737 -34%
BCM
574
Birmingham Capital Management
Alabama
$1.03M +$10.1K +300 +1%
Verition Fund Management
575
Verition Fund Management
Connecticut
$1.02M +$1.02M +30,212 New
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