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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 %
RAM
551
Redmond Asset Management
Virginia
$1.94M -$304K -5,735 -14%
MCC
552
Malaga Cove Capital
California
$1.93M -$527 -10 -0%
PI
553
Pettee Investors
Connecticut
$1.91M – – –
CTA
554
Chesley Taft & Associates
Illinois
$1.91M -$121K -2,280 -6%
SWP
555
Stratos Wealth Partners
Ohio
$1.87M +$179K +3,365 +11%
HPCM
556
High Pointe Capital Management
Illinois
$1.86M +$404K +7,615 +28%
TF
557
TIAA FSB
Florida
$1.82M +$535K +10,094 +42%
1WA
558
180 Wealth Advisors
Washington
$1.81M +$21.8K +368 +1%
KeyBank National Association
559
KeyBank National Association
Ohio
$1.8M +$53.5K +1,009 +3%
CC
560
Courier Capital
New York
$1.77M +$31K +584 +2%
MYLI
561
Meiji Yasuda Life Insurance
Japan
$1.75M -$238K -4,485 -12%
PAM
562
Private Asset Management
California
$1.74M -$144K -2,724 -8%
Wealthfront Advisers
563
Wealthfront Advisers
California
$1.74M +$175K +3,296 +11%
NAM
564
NorthCoast Asset Management
Connecticut
$1.72M -$42.5K -801 -2%
RSC
565
Red Spruce Capital
Pennsylvania
$1.71M +$1.71M +32,310 New
CIBC World Market
566
CIBC World Market
Ontario, Canada
$1.71M -$84K -1,583 -5%
CTC
567
Central Trust Company
Missouri
$1.71M -$141K -2,658 -8%
IAS
568
Investment Advisory Services
Texas
$1.7M -$7K -132 -0.4%
LW
569
Linscomb Wealth
Texas
$1.7M +$196K +3,701 +13%
WJWM
570
Williams Jones Wealth Management
New York
$1.7M +$462K +8,717 +37%
TNB
571
TCF National Bank
South Dakota
$1.68M -$327K -6,161 -16%
JIC
572
Johnson Investment Counsel
Ohio
$1.66M -$58.1K -1,096 -3%
NEI
573
Northwest & Ethical Investments
Ontario, Canada
$1.65M +$792K +14,932 +92%
RC
574
Roundview Capital
New Jersey
$1.64M +$454K +8,556 +38%
ECM
575
Everence Capital Management
Indiana
$1.63M +$71.7K +1,352 +5%
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