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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 %
IHL
776
Investment House LLC
California
$297K -$9.94K -296 -3%
IA
777
IFG Advisory
Georgia
$296K +$26.1K +776 +10%
LHC
778
Little House Capital
Massachusetts
$295K -$192K -5,718 -39%
MIP
779
Marietta Investment Partners
Wisconsin
$294K -$24.9K -740 -8%
KWM
780
Kingsview Wealth Management
Oregon
$288K -$5.48K -163 -2%
EFS
781
Essex Financial Services
Connecticut
$287K -$504 -15 -0.2%
WAM
782
Wealthspire Advisors (Maryland)
Maryland
$286K -$560K -16,656 -66%
MIA
783
MainStreet Investment Advisors
Illinois
$286K +$286K +8,520 New
BDF
784
Balasa Dinverno & Foltz
$285K -$6.62K -197 -2%
ECM
785
ETrade Capital Management
Virginia
$283K -$225K -6,695 -44%
NB
786
NBT Bank
New York
$283K – – –
RA
787
Royce & Associates
New York
$282K – – –
RIM
788
Rampart Investment Management
Connecticut
$281K -$186K -5,525 -40%
TF
789
Tompkins Financial
New York
$281K – – –
SFG
790
SNS Financial Group
Minnesota
$281K +$56.5K +1,680 +25%
PSUF
791
People's United Financial
Connecticut
$280K -$838K -24,923 -75%
GLR
792
Great Lakes Retirement
Ohio
$280K -$4.83K -143 -2%
D.E. Shaw & Co
793
D.E. Shaw & Co
New York
$279K -$25.2M -750,713 -99%
WP
794
WealthPLAN Partners
Nebraska
$279K +$279K +8,354 New
SPIA
795
Steward Partners Investment Advisory
New York
$278K -$71.2K -2,119 -20%
Fiera Capital (Canada)
796
Fiera Capital (Canada)
Quebec, Canada
$277K -$374K -11,151 -57%
FFN
797
Focus Financial Network
Minnesota
$276K -$706 -21 -0.3%
BFPW
798
BOK Financial Private Wealth
Colorado
$274K -$9.01K -268 -3%
PP
799
PagnatoKarp Partners
Virginia
$273K -$11.3K -336 -4%
TWA
800
TCI Wealth Advisors
Arizona
$270K -$15.3K -454 -5%
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