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Charles Schwab
SCHW

Overview Fund Activity

1,096 hedge funds and large institutions have $45.6B invested in Charles Schwab in 2019 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 475 increasing their positions, 329 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+47
Holders Change %
+4.48%
% of All Funds
23.76%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.89%
New
141
Increased
475
Reduced
329
Closed
78
Calls
$179M
Puts
$174M
Net Calls
+$5.02M
Net Calls Change
-$66.4M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$292M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$160M
3
ClearBridge Investments
ClearBridge Investments
New York
+$123M
4
Renaissance Technologies
Renaissance Technologies
New York
+$122M
5
Deutsche Bank
Deutsche Bank
Germany
+$91.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$510M
2
MC
Maverick Capital
Texas
-$227M
3
Ameriprise
Ameriprise
Minnesota
-$226M
4
Sands Capital Management
Sands Capital Management
Virginia
-$154M
5
TP
Theleme Partners
United Kingdom
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
576
Advisor Partners
California
$1.3M -$34.2K -800 -3%
AI
577
Atria Investments
North Carolina
$1.29M +$275K +6,442 +27%
GAMC
578
Garner Asset Management Corp
Texas
$1.29M -$12.8K -300 -1%
CIBC World Market
579
CIBC World Market
Ontario, Canada
$1.28M +$584K +13,657 +84%
SM
580
Sciencast Management
New Jersey
$1.27M +$1.27M +28,500 New
KA
581
Kintegral Advisory
New York
$1.27M +$662K +15,467 +110%
RC
582
Roundview Capital
New Jersey
$1.26M -$44K -1,028 -3%
Los Angeles Capital Management
583
Los Angeles Capital Management
California
$1.26M +$790K +18,479 +168%
JT
584
Jump Trading
Illinois
$1.26M +$1.26M +29,443 New
HCA
585
Harbour Capital Advisors
Virginia
$1.25M +$78.4K +1,833 +7%
TF
586
TIAA FSB
Florida
$1.25M -$185K -4,329 -13%
BCM
587
Brown Capital Management
Maryland
$1.25M -$369K -8,641 -23%
CIA
588
CSat Investment Advisory
Michigan
$1.24M +$186K +4,358 +18%
TIM
589
Thompson Investment Management
Wisconsin
$1.22M +$1.22M +28,591 New
CP
590
Cumberland Partners
Ontario, Canada
$1.22M +$911K +21,300 +293%
PWW
591
Pettyjohn Wood & White
Virginia
$1.22M +$158K +3,700 +15%
CBOA
592
Commonwealth Bank of Australia
Australia
$1.19M +$653K +15,366 +122%
ANRIA
593
American National Registered Investment Advisor
Texas
$1.19M -$4.28K -100 -0.4%
LIA
594
LS Investment Advisors
Michigan
$1.19M +$2.1K +49 +0.2%
WCM
595
Wunderlich Capital Managemnt
Tennessee
$1.18M +$24.8K +580 +2%
S
596
Seeyond
France
$1.17M +$884K +20,669 +308%
TH
597
TCTC Holdings
Texas
$1.17M – – –
SCM
598
Sterling Capital Management
North Carolina
$1.16M +$154K +3,610 +15%
SI
599
Stephens Inc
Arkansas
$1.14M +$128K +2,999 +13%
PL
600
Polianta Ltd
Jersey
$1.14M +$1.14M +26,600 New
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24
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