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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 %
BCAM
726
Boston Common Asset Management
Massachusetts
$1.08M – – –
HIIFS
727
Harel Insurance Investments & Financial Services
Israel
$1.08M -$830K -3,811 -43%
NHC
728
Nicholas Hoffman & Company
Georgia
$1.08M -$390K -5,986 -27%
AIM
729
Aspen Investment Management
Michigan
$1.07M +$252K +3,874 +31%
PWW
730
Pettyjohn Wood & White
Virginia
$1.07M -$6.52K -100 -0.6%
WANY
731
Wealthspire Advisors (New York)
New York
$1.06M +$287K +4,409 +37%
DIS
732
Diversified Investment Strategies
Louisiana
$1.06M -$19.6K -300 -2%
SFA
733
Semmax Financial Advisors
North Carolina
$1.06M +$308K +4,734 +41%
MOS
734
MGO One Seven
Ohio
$1.05M +$74.8K +1,149 +8%
PWA
735
Providence Wealth Advisors
Illinois
$1.03M +$20.3K +311 +2%
IIM
736
InTrack Investment Management
Vermont
$1.03M -$3.26K -50 -0.3%
FA
737
FDx Advisors
Illinois
$1.02M +$47.8K +734 +5%
PFA
738
Professional Financial Advisors
Nebraska
$1.02M +$1.02M +15,635 New
FIM
739
Fruth Investment Management
Texas
$1.01M +$8.67K +133 +0.9%
BPA
740
Beacon Pointe Advisors
California
$1.01M -$1.63M -24,967 -62%
Carson Wealth (CWM LLC)
741
Carson Wealth (CWM LLC)
Nebraska
$1.01M – – –
SIM
742
Sentry Investment Management
Wisconsin
$1M -$5.1M -78,338 -84%
MC
743
Maverick Capital
Texas
$1M +$1M +15,360 New
FA
744
Faithward Advisors
Pennsylvania
$997K +$997K +15,295 New
SC
745
Sovarnum Capital
New York
$978K +$978K +15,000 New
SRC
746
Sage Rhino Capital
California
$976K -$16.9K -260 -2%
VPIM
747
Vanguard Personalized Indexing Management
California
$972K +$353K +5,419 +57%
NEI
748
Northwest & Ethical Investments
Ontario, Canada
$961K -$1.06M -16,327 -53%
WS
749
Wedbush Securities
California
$961K +$263K +4,030 +38%
RA
750
Royce & Associates
New York
$956K – – –
28 29
30
31 32