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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 %
AP
576
Appleton Partners
Massachusetts
$2.31M -$304K -4,665 -12%
Wealthfront Advisers
577
Wealthfront Advisers
California
$2.3M +$165K +2,530 +8%
BRWA
578
B. Riley Wealth Advisors
Florida
$2.3M -$36.7K -576 -2%
HPCM
579
High Pointe Capital Management
Illinois
$2.28M – – –
LW
580
Linscomb Wealth
Texas
$2.26M +$169K +2,587 +8%
HCA
581
Harbour Capital Advisors
Virginia
$2.26M +$69.7K +1,070 +3%
DWM
582
Destination Wealth Management
California
$2.26M +$285K +4,376 +14%
Rockefeller Capital Management
583
Rockefeller Capital Management
New York
$2.25M -$589K -9,043 -21%
RIM
584
Redpoint Investment Management
Australia
$2.24M +$2.24M +34,324 New
IPAM
585
ICICI Prudential Asset Management
India
$2.23M -$3.01M -46,488 -57%
LNWWM
586
Laird Norton Wetherby Wealth Management
California
$2.23M -$253K -3,886 -10%
LSA
587
L & S Advisors
California
$2.21M +$2.21M +33,894 New
HCCM
588
Hudson Canyon Capital Management
New York
$2.21M -$218K -3,337 -9%
KeyBank National Association
589
KeyBank National Association
Ohio
$2.19M -$25.2K -387 -1%
ECM
590
ExodusPoint Capital Management
New York
$2.18M -$955K -14,655 -30%
1WA
591
180 Wealth Advisors
Washington
$2.18M -$21.5K -298 -1%
Federated Hermes
592
Federated Hermes
Pennsylvania
$2.17M +$313K +4,799 +17%
CC
593
Courier Capital
New York
$2.17M -$1.76K -27 -0.1%
TU
594
TDAM USA
Ontario, Canada
$2.16M -$714K -10,960 -25%
Qube Research & Technologies (QRT)
595
Qube Research & Technologies (QRT)
United Kingdom
$2.15M +$2.15M +32,906 New
SWP
596
Stratos Wealth Partners
Ohio
$2.14M -$164K -2,515 -7%
FIM
597
Freedom Investment Management
Connecticut
$2.13M -$462K -7,082 -18%
SFS
598
Sowell Financial Services
Arkansas
$2.11M +$104K +1,459 +5%
S
599
Seeyond
France
$2.11M -$2.33M -35,778 -52%
EI
600
Ethic Inc
New York
$2.11M +$951K +14,592 +82%
22 23
24
25 26