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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 %
ANRIA
676
American National Registered Investment Advisor
Texas
$1.37M -$652 -10 -0%
AIP
677
Ameritas Investment Partners
Nebraska
$1.35M -$64.7K -992 -5%
BSW
678
Buckingham Strategic Wealth
Missouri
$1.35M +$111K +1,708 +9%
HPC
679
HM Payson & Co
Maine
$1.34M -$66.9K -1,026 -5%
GAM
680
Gemmer Asset Management
California
$1.34M -$567K -8,705 -30%
BPM
681
Bowling Portfolio Management
Ohio
$1.34M -$57.2K -877 -4%
AF
682
Allworth Financial
California
$1.33M +$1.19M +18,193 +833%
GFG
683
Greystone Financial Group
Michigan
$1.32M +$61.9K +877 +5%
NAM
684
NorthCoast Asset Management
Connecticut
$1.31M -$808K -12,393 -38%
DA
685
DCM Advisors
New York
$1.3M -$652K -10,000 -33%
TFA
686
Teamwork Financial Advisors
Texas
$1.3M -$245K -3,755 -16%
FSA
687
Franklin Street Advisors
North Carolina
$1.29M – – –
SIAG
688
Signet Investment Advisory Group
Rhode Island
$1.29M +$4.89K +75 +0.4%
DAM
689
Doheny Asset Management
California
$1.28M +$383K +5,880 +43%
CP
690
Cumberland Partners
Ontario, Canada
$1.27M -$130K -2,000 -9%
MFM
691
MD Financial Management
Ontario, Canada
$1.27M +$1.27M +19,500 New
RPC
692
Rossmore Private Capital
Connecticut
$1.27M +$114K +1,750 +10%
SP
693
Symmetry Partners
Connecticut
$1.27M -$407K -6,249 -24%
RC
694
RegentAtlantic Capital
New Jersey
$1.25M +$748K +11,465 +149%
FT
695
Fiduciary Trust
Massachusetts
$1.23M +$41.1K +630 +3%
TP
696
Tranquility Partners
Tennessee
$1.22M -$26K -399 -2%
CCP
697
Corient Capital Partners
California
$1.22M +$115K +1,771 +10%
HAG
698
HighPoint Advisor Group
Illinois
$1.21M +$18.8K +278 +2%
SW
699
SteelPeak Wealth
California
$1.21M -$18.1K -278 -1%
WA
700
Wealth Alliance
New York
$1.21M -$152K -2,328 -11%
26 27
28
29 30