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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 %
DF
576
Donoghue Forlines
Massachusetts
$1.63M +$1.63M +30,734 New
SCM
577
Stevens Capital Management
Pennsylvania
$1.62M +$1.62M +30,454 New
LAM
578
L2 Asset Management
Massachusetts
$1.61M -$836K -15,761 -34%
DWM
579
Destination Wealth Management
California
$1.6M +$73.5K +1,385 +5%
EOJOAM
580
E. Ohman J:or Asset Management
Sweden
$1.6M +$217K +4,100 +16%
CIC
581
Cornercap Investment Counsel
Georgia
$1.6M +$1.6M +33,523 New
DA
582
DCM Advisors
New York
$1.59M +$1.59M +30,000 New
AWS
583
AJ Wealth Strategies
New York
$1.57M +$265K +5,000 +20%
UCFA
584
United Capital Financial Advisors
Texas
$1.57M +$649K +12,235 +71%
GIA
585
GHP Investment Advisors
Colorado
$1.56M +$154K +2,911 +11%
Wolverine Trading
586
Wolverine Trading
Illinois
$1.56M +$203K +3,869 +15%
GAM
587
Gemmer Asset Management
California
$1.56M -$106K -2,000 -6%
JF
588
Jump Financial
Illinois
$1.56M +$727K +13,709 +88%
BCM
589
Birmingham Capital Management
Alabama
$1.55M -$58.3K -1,100 -4%
CIA
590
Cascade Investment Advisors
Oregon
$1.54M -$42.4K -800 -3%
Mercer Global Advisors
591
Mercer Global Advisors
Colorado
$1.54M +$432K +8,150 +39%
MSE
592
MUFG Securities EMEA
United Kingdom
$1.52M +$1.05M +19,710 +219%
Federated Hermes
593
Federated Hermes
Pennsylvania
$1.51M +$906K +17,087 +150%
VI
594
Vestcor Inc
New Brunswick, Canada
$1.51M +$245K +4,623 +19%
WKWM
595
Walter & Keenan Wealth Management
Indiana
$1.5M +$318K +6,000 +27%
IC
596
Inverness Counsel
New York
$1.5M -$18.6K -350 -1%
SFS
597
Sowell Financial Services
Arkansas
$1.49M +$361K +6,811 +32%
SLG
598
Stanley-Laman Group
Pennsylvania
$1.49M -$124K -2,331 -8%
LIA
599
LS Investment Advisors
Michigan
$1.47M +$212K +3,995 +17%
HHAA
600
Henry H. Armstrong Associates
Pennsylvania
$1.46M – – –
22 23
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