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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 %
BCM
551
Birmingham Capital Management
Alabama
$1.1M – – –
KRSITF
552
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.1M +$78K +2,154 +8%
SLG
553
Stanley-Laman Group
Pennsylvania
$1.1M +$99.4K +2,745 +10%
CIA
554
Cascade Investment Advisors
Oregon
$1.08M +$58.3K +1,610 +6%
FHB
555
First Hawaiian Bank
Hawaii
$1.08M +$44K +1,214 +4%
Wealthfront Advisers
556
Wealthfront Advisers
California
$1.07M +$11.2K +309 +1%
ECM
557
Everence Capital Management
Indiana
$1.07M – – –
LNWWM
558
Laird Norton Wetherby Wealth Management
California
$1.05M -$102K -2,802 -9%
DWM
559
Destination Wealth Management
California
$1.05M -$97K -2,676 -8%
IC
560
Inverness Counsel
New York
$1.04M – – –
LW
561
Linscomb Wealth
Texas
$1.03M -$37.1K -1,024 -3%
1SB
562
1ST Source Bank
Indiana
$1.02M -$309K -8,526 -23%
FI
563
Fosun International
China
$1.02M – – –
BPCA
564
Bank Pictet & Cie (Asia)
Singapore
$1.02M +$245K +6,768 +32%
Carson Wealth (CWM LLC)
565
Carson Wealth (CWM LLC)
Nebraska
$1.01M – – –
HHAA
566
Henry H. Armstrong Associates
Pennsylvania
$1M – – –
TFA
567
Teamwork Financial Advisors
Texas
$997K -$1.16M -31,984 -54%
IMRF
568
Illinois Municipal Retirement Fund
Illinois
$997K +$997K +27,505 New
HPCM
569
High Pointe Capital Management
Illinois
$991K -$20.3K -560 -2%
SAM
570
Silvercrest Asset Management
New York
$988K -$197K -5,442 -17%
GAMC
571
Garner Asset Management Corp
Texas
$983K +$3.48K +96 +0.4%
WTC
572
WhitTier Trust Company
Nevada
$978K -$110K -3,046 -10%
GIA
573
GHP Investment Advisors
Colorado
$962K -$6.88K -190 -0.7%
WG
574
Winton Group
United Kingdom
$956K -$3.75M -103,421 -80%
VFA
575
Voya Financial Advisors
Connecticut
$955K -$59.6K -1,667 -6%
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