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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 %
WorldQuant Millennium Advisors
551
WorldQuant Millennium Advisors
New York
$2.63M -$1.67M -25,594 -39%
MC
552
Miramar Capital
Illinois
$2.63M +$2.63M +40,312 New
KA
553
Kintegral Advisory
New York
$2.62M – – –
AAM
554
Advisors Asset Management
Colorado
$2.61M -$289K -4,428 -10%
Cetera Investment Advisers
555
Cetera Investment Advisers
Illinois
$2.6M -$286K -4,381 -10%
ASN
556
Advisory Services Network
Georgia
$2.57M -$465K -7,129 -15%
KBFS
557
Kohmann Bosshard Financial Services
Ohio
$2.57M -$278K -4,259 -10%
SWM
558
Sculati Wealth Management
Michigan
$2.55M -$91.6K -1,405 -3%
TAM
559
Trillium Asset Management
Massachusetts
$2.54M – – –
PA
560
Pinnacle Associates
New York
$2.52M +$827K +12,690 +49%
WG
561
Watchman Group
Texas
$2.5M -$11.2K -172 -0.4%
MYLI
562
Meiji Yasuda Life Insurance
Japan
$2.5M +$339K +5,203 +16%
GIP
563
Granite Investment Partners
California
$2.49M -$42K -645 -2%
SWM
564
Salvus Wealth Management
New Jersey
$2.48M +$12K +180 +0.5%
SICM
565
Sustainable Insight Capital Management
New York
$2.47M +$2.47M +37,906 New
WCM
566
Wunderlich Capital Managemnt
Tennessee
$2.47M -$27.7K -425 -1%
SBH
567
Segall Bryant & Hamill
Illinois
$2.47M +$2.14M +32,838 +658%
WJWM
568
Williams Jones Wealth Management
New York
$2.46M +$369K +5,657 +18%
WAM
569
World Asset Management
Michigan
$2.45M -$205K -2,911 -8%
MCC
570
Malaga Cove Capital
California
$2.41M +$21.9K +336 +0.9%
RAM
571
Redmond Asset Management
Virginia
$2.39M -$2.67K -41 -0.1%
TC
572
Telemus Capital
Michigan
$2.36M -$155K -2,268 -6%
RA
573
RiverPark Advisors
New York
$2.36M +$2.36M +36,195 New
PI
574
Pettee Investors
Connecticut
$2.33M -$19.6K -300 -0.8%
AIC
575
Aurora Investment Counsel
Georgia
$2.32M -$93.7K -1,438 -4%
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