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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 %
MFAM
626
Motley Fool Asset Management
Virginia
$1.09M -$15.9K -335 -1%
AP
627
Advisor Partners
California
$1.08M +$53K +1,125 +5%
SFFS
628
Stonehage Fleming Financial Services
Jersey
$1.07M -$140K -2,918 -11%
CS
629
Comerica Securities
Michigan
$1.06M -$87.8K -1,845 -8%
PL
630
Polianta Ltd
Jersey
$1.06M +$1.06M +22,300 New
SMH
631
Sanders Morris Harris
Texas
$1.06M – – –
ET
632
Equitable Trust
Tennessee
$1.05M – – –
ZCA
633
Zeke Capital Advisors
Pennsylvania
$1.04M -$9.85K -207 -0.9%
PO
634
Private Ocean
California
$1.04M +$138K +2,903 +15%
AIM
635
ARK Investment Management
Florida
$1.04M +$41.8K +878 +4%
KBFS
636
Kohmann Bosshard Financial Services
Ohio
$1.04M +$138K +2,898 +15%
SFO
637
Stokes Family Office
Louisiana
$1.03M +$1.03M +21,654 New
CCP
638
Corient Capital Partners
California
$1.02M +$560K +11,765 +120%
MWM
639
Madison Wealth Management
Ohio
$1.02M +$1.02M +21,397 New
SW
640
SkyOak Wealth
Michigan
$1.02M +$1.02M +21,369 New
DA
641
Duality Advisers
Florida
$1.02M +$1.02M +21,343 New
Carson Wealth (CWM LLC)
642
Carson Wealth (CWM LLC)
Nebraska
$1.01M – – –
BSB
643
Bangor Savings Bank
Maine
$1.01M +$28.9K +607 +3%
MC
644
Machina Capital
France
$1M +$1M +21,099 New
ANRIA
645
American National Registered Investment Advisor
Texas
$999K – – –
RFC
646
Regions Financial Corp
Alabama
$983K +$4.09K +86 +0.4%
FIM
647
Frontier Investment Management
Texas
$965K +$35.9K +756 +4%
NGA
648
Naples Global Advisors
Florida
$961K +$50K +1,050 +5%
AAIM
649
American Assets Investment Management
California
$951K +$951K +20,000 New
TEE
650
Tibra Equities Europe
United Kingdom
$946K -$1.46M -30,800 -61%
24 25
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