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Charles Schwab
SCHW

Overview Fund Activity

1,072 hedge funds and large institutions have $37.5B invested in Charles Schwab in 2020 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 394 increasing their positions, 421 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+5
Holders Change %
+0.47%
% of All Funds
22.03%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.51%
New
114
Increased
394
Reduced
421
Closed
99
Calls
$178M
Puts
$268M
Net Calls
-$90.4M
Net Calls Change
-$84.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$424M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$128M
3
GA
Greenhaven Associates
New York
+$124M
4
AAMU
Amundi Asset Management US
Massachusetts
+$110M
5
Invesco
Invesco
Georgia
+$101M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$327M
2
JSP
Jackson Square Partners
California
-$268M
3
GIM
Generation Investment Management
United Kingdom
-$198M
4
Dodge & Cox
Dodge & Cox
California
-$182M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
YMRC
776
Yorktown Management & Research Company
Virginia
$329K +$329K +9,750 New
BWM
777
Buckley Wealth Management
Nevada
$328K +$28.4K +844 +9%
IG
778
ING Group
Netherlands
$327K -$379K -11,227 -54%
LWM
779
Loveless Wealth Management
Montana
$327K +$15.9K +470 +5%
EWM
780
Elmwood Wealth Management
California
$323K -$517K -15,319 -62%
MOS
781
MGO One Seven
Ohio
$319K -$231K -6,861 -42%
RSWM
782
Robertson Stephens Wealth Management
California
$318K -$93.7K -2,783 -23%
CM
783
Castleark Management
Illinois
$316K – – –
ACG
784
Allen Capital Group
Nebraska
$314K +$7.67K +227 +3%
RWB
785
RMR Wealth Builders
New Jersey
$309K +$309K +9,144 New
Edgewood Management
786
Edgewood Management
Connecticut
$307K – – –
TWA
787
TCI Wealth Advisors
Arizona
$306K +$34.8K +1,029 +13%
LRPA
788
L. Roy Papp & Associates
Arizona
$304K -$166K -4,909 -35%
TSS
789
Two Sigma Securities
New York
$301K +$301K +8,912 New
BFM
790
Boston Financial Management
Massachusetts
$300K – – –
DIA
791
Dana Investment Advisors
Wisconsin
$300K +$300K +8,890 New
SCM
792
Shelton Capital Management
Colorado
$299K -$11.9K -352 -4%
NERM
793
New England Research & Management
Illinois
$299K – – –
AW
794
ACG Wealth
Georgia
$297K -$1.08M -31,989 -78%
GT
795
Greenleaf Trust
Michigan
$297K +$86.9K +2,571 +41%
DIA
796
Davidson Investment Advisors
Montana
$295K -$62.4K -1,850 -17%
MIP
797
Marietta Investment Partners
Wisconsin
$295K – – –
EFS
798
Essex Financial Services
Connecticut
$295K +$6.69K +198 +2%
PIMG
799
Patriot Investment Management Group
Tennessee
$295K +$55.3K +1,639 +23%
RIM
800
Rampart Investment Management
Connecticut
$291K +$8.54K +253 +3%
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