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Charles Schwab
SCHW

Overview Fund Activity

1,167 hedge funds and large institutions have $50.1B invested in Charles Schwab in 2019 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 384 increasing their positions, 451 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,167
Holders Change
+108
Holders Change %
+10.2%
% of All Funds
23.05%
Holding in Top 10
47
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.03%
% of All Funds
0.93%
New
203
Increased
384
Reduced
451
Closed
78
Calls
$341M
Puts
$334M
Net Calls
+$7.32M
Net Calls Change
-$129M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$436M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$279M
3
BlackRock
BlackRock
New York
+$270M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$246M
5
Dodge & Cox
Dodge & Cox
California
+$225M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$477M
2
Ameriprise
Ameriprise
Minnesota
-$257M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$172M
4
TP
Theleme Partners
United Kingdom
-$141M
5
Boston Partners
Boston Partners
Massachusetts
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
576
Johnson Investment Counsel
Ohio
$1.39M +$33.4K +703 +2%
GIA
577
GHP Investment Advisors
Colorado
$1.39M +$172K +3,616 +14%
EOJOAM
578
E. Ohman J:or Asset Management
Sweden
$1.39M -$1.27M -26,700 -48%
GAMC
579
Garner Asset Management Corp
Texas
$1.39M -$27.1K -570 -2%
CI
580
Cigna Investments
Connecticut
$1.39M -$183K -4,017 -12%
CP
581
Cumberland Partners
Ontario, Canada
$1.38M -$724K -15,225 -34%
BCM
582
Birmingham Capital Management
Alabama
$1.38M -$147K -3,094 -10%
AT
583
Arden Trust
Delaware
$1.37M -$97.1K -2,043 -7%
FI
584
Fosun International
China
$1.37M – – –
PAM
585
Panagora Asset Management
Massachusetts
$1.36M -$577K -12,132 -30%
TIM
586
Thompson Investment Management
Wisconsin
$1.36M -$4.33K -91 -0.3%
LIA
587
LS Investment Advisors
Michigan
$1.36M +$89.4K +1,880 +7%
BS
588
Banco Santander
Spain
$1.35M +$1.35M +28,373 New
BCM
589
Brown Capital Management
Maryland
$1.35M -$27K -568 -2%
TSS
590
Two Sigma Securities
New York
$1.34M +$1.34M +28,176 New
Federated Hermes
591
Federated Hermes
Pennsylvania
$1.33M +$77.5K +1,629 +6%
LI
592
Leap Investments
Illinois
$1.32M +$1.32M +27,737 New
VFA
593
Voya Financial Advisors
Connecticut
$1.32M -$21.5K -450 -2%
RC
594
Roundview Capital
New Jersey
$1.31M -$266K -5,590 -17%
HHAA
595
Henry H. Armstrong Associates
Pennsylvania
$1.31M +$1.31M +27,591 New
LCM
596
Liberty Capital Management
Michigan
$1.31M -$111K -2,329 -8%
SI
597
Stephens Inc
Arkansas
$1.3M -$1.33K -28 -0.1%
SYBT
598
Stock Yards Bank & Trust
Kentucky
$1.29M -$11.3M -237,071 -90%
KIA
599
KCM Investment Advisors
California
$1.29M +$56.5K +1,189 +5%
KRSITF
600
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.29M -$17.5K -367 -1%
22 23
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