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Charles Schwab
SCHW

Overview Fund Activity

1,067 hedge funds and large institutions have $37.3B invested in Charles Schwab in 2020 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 403 increasing their positions, 432 reducing their positions, and 200 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,067
Holders Change
-100
Holders Change %
-8.57%
% of All Funds
23.57%
Holding in Top 10
32
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-31.91%
% of All Funds
0.71%
New
114
Increased
403
Reduced
432
Closed
200
Calls
$172M
Puts
$178M
Net Calls
-$5.96M
Net Calls Change
-$13.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$801M
2
Goldman Sachs
Goldman Sachs
New York
+$399M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$196M
4
BlackRock
BlackRock
New York
+$165M
5
Dodge & Cox
Dodge & Cox
California
+$160M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$171M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$167M
3
ClearBridge Investments
ClearBridge Investments
New York
-$157M
4
EIP
Epoch Investment Partners
New York
-$134M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
601
Corient Capital Partners
California
$793K +$69.3K +2,062 +10%
PAM
602
Palisade Asset Management
Minnesota
$792K – – –
P
603
Pitcairn
Pennsylvania
$790K -$36.8K -1,096 -4%
LIA
604
LS Investment Advisors
Michigan
$773K -$185K -5,489 -19%
BO
605
BRR OpCo
Ohio
$773K +$116K +3,453 +18%
AF
606
Allworth Financial
California
$771K +$757K +22,509 +5,517%
RJT
607
Raymond James Trust
Florida
$761K +$246K +7,305 +48%
ET
608
Equitable Trust
Tennessee
$755K +$12.6K +375 +2%
FMT
609
First Mercantile Trust
Tennessee
$746K -$120K -3,557 -14%
BCM
610
Brown Capital Management
Maryland
$745K -$207K -6,148 -22%
KAS
611
Kemnay Advisory Services
New York
$743K -$810K -24,093 -52%
BSB
612
Bangor Savings Bank
Maine
$734K +$22.4K +665 +3%
FMC
613
First Merchants Corp
Indiana
$733K +$733K +21,798 New
AT
614
Arden Trust
Delaware
$730K -$240K -7,149 -25%
SYBT
615
Stock Yards Bank & Trust
Kentucky
$727K -$187K -5,556 -20%
GJIC
616
Gamble Jones Investment Counsel
California
$725K -$3.79M -112,667 -84%
Tudor Investment Corp
617
Tudor Investment Corp
Connecticut
$719K +$451K +13,414 +168%
BPCA
618
Bank Pictet & Cie (Asia)
Singapore
$715K +$715K +21,275 New
AP
619
Advisor Partners
California
$712K -$61.1K -1,818 -8%
BFG
620
Beacon Financial Group
Texas
$710K +$31.1K +907 +5%
ANRIA
621
American National Registered Investment Advisor
Texas
$706K – – –
RFC
622
Regions Financial Corp
Alabama
$706K +$11.5K +342 +2%
IG
623
ING Group
Netherlands
$703K -$1.93M -57,500 -73%
SWP
624
Stratos Wealth Partners
Ohio
$701K +$268K +7,954 +62%
NGA
625
Naples Global Advisors
Florida
$697K +$17.5K +520 +3%
23 24
25
26 27