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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 %
BFG
701
Beacon Financial Group
Texas
$1.2M – – –
AWP
702
Accretive Wealth Partners
New Jersey
$1.2M +$60.5K +928 +5%
GT
703
Greenleaf Trust
Michigan
$1.19M +$231K +3,543 +24%
ONB
704
Old National Bancorp
Indiana
$1.19M -$276K -4,237 -19%
GHAM
705
Gilman Hill Asset Management
Connecticut
$1.18M +$1.18M +18,160 New
HWAM
706
Hennion & Walsh Asset Management
New Jersey
$1.18M +$1.18M +18,058 New
Vontobel Holding
707
Vontobel Holding
Switzerland
$1.18M +$286K +4,395 +32%
IA
708
IFG Advisory
Georgia
$1.18M -$2.35K -36 -0.2%
PCM
709
Penserra Capital Management
California
$1.16M +$1.16M +17,811 New
CFB
710
Cullen/Frost Bankers
Texas
$1.14M -$228K -3,494 -17%
BCM
711
Brown Capital Management
Maryland
$1.14M -$222K -3,401 -16%
KLWA
712
Kelly Lawrence W & Associates
California
$1.14M +$97.7K +1,500 +9%
BOS
713
Bingham Osborn & Scarborough
California
$1.14M -$14.2K -218 -1%
AWM
714
Altium Wealth Management
New York
$1.14M +$704K +10,798 +163%
NCM
715
Neumann Capital Management
California
$1.13M -$13K -200 -1%
CG
716
Colony Group
Massachusetts
$1.13M -$20.1K -309 -2%
RTS
717
Round Table Services
New Jersey
$1.13M +$15.8K +242 +1%
BC
718
Bridgefront Capital
Texas
$1.11M +$1.11M +17,058 New
MIM
719
Moseley Investment Management
Florida
$1.11M +$65 +1 +0%
LWAM
720
Legacy Wealth Asset Management
Minnesota
$1.1M -$4.43K -68 -0.4%
MAM
721
McCarthy Asset Management
California
$1.1M – – –
BOH
722
Bank of Hawaii
Hawaii
$1.09M +$3.78K +58 +0.3%
LCH
723
Lee Capital Holdings
New York
$1.09M +$19.2K +295 +2%
JFA
724
JNBA Financial Advisors
Minnesota
$1.09M – – –
MCCP
725
Mission Creek Capital Partners
California
$1.09M +$127K +1,953 +13%
27 28
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