SCHW icon

Charles Schwab
SCHW

Overview Fund Activity

1,044 hedge funds and large institutions have $40.5B invested in Charles Schwab in 2020 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 383 increasing their positions, 404 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,044
Holders Change
-28
Holders Change %
-2.61%
% of All Funds
21.12%
Holding in Top 10
34
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+36%
% of All Funds
0.69%
New
101
Increased
383
Reduced
404
Closed
120
Calls
$220M
Puts
$322M
Net Calls
-$102M
Net Calls Change
-$11.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$391M
2
Lazard Asset Management
Lazard Asset Management
New York
+$210M
3
American Century Companies
American Century Companies
Missouri
+$182M
4
BlackRock
BlackRock
New York
+$152M
5
GIM
Generation Investment Management
United Kingdom
+$118M

Top Sellers

1
Sands Capital Management
Sands Capital Management
Virginia
-$216M
2
Citadel Advisors
Citadel Advisors
Florida
-$194M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$112M
4
Renaissance Technologies
Renaissance Technologies
New York
-$95.9M
5
Goldman Sachs
Goldman Sachs
New York
-$95.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
826
SG Americas Securities
New York
$231K -$291K -8,037 -56%
HCMT
827
Highland Capital Management (Tennessee)
Tennessee
$231K – – –
VPIM
828
Vanguard Personalized Indexing Management
California
$230K +$230K +6,341 New
AWM
829
Altium Wealth Management
New York
$229K -$33.1K -916 -13%
CA
830
Clearstead Advisors
Ohio
$227K -$42.8K -1,184 -16%
KWM
831
Kingsview Wealth Management
Oregon
$227K -$11.5K -317 -5%
JLBC
832
J.L. Bainbridge & Co
Florida
$227K +$1.2K +33 +0.5%
CWC
833
Carolinas Wealth Consulting
North Carolina
$227K +$71.1K +1,967 +46%
TF
834
Tompkins Financial
New York
$226K -$77.6K -2,140 -26%
PA
835
Parallel Advisors
California
$226K -$20K -551 -8%
AW
836
ACG Wealth
Georgia
$225K -$94.5K -2,607 -30%
GIA
837
Granite Investment Advisors
New Hampshire
$225K – – –
RIM
838
Regent Investment Management
Kentucky
$224K – – –
DP
839
Denver PWM
Colorado
$224K +$224K +6,182 New
RCAG
840
Rehmann Capital Advisory Group
Michigan
$222K – – –
WI
841
Wintrust Investments
Illinois
$222K – – –
SBA
842
Secrest Blakey & Associates
North Carolina
$220K +$220K +6,067 New
WCF
843
West Coast Financial
California
$219K -$52.6K -1,451 -19%
PWPS
844
Pinnacle Wealth Planning Services
Ohio
$218K +$218K +6,004 New
MYIA
845
Mount Yale Investment Advisors
Colorado
$217K -$475K -13,104 -69%
BBNA
846
Bremer Bank National Association
Minnesota
$216K -$88.4K -2,438 -29%
BPCE
847
Bank Pictet & Cie (Europe)
Germany
$216K +$216K +5,959 New
ATPW
848
Ashton Thomas Private Wealth
Arizona
$216K +$216K +5,949 New
AWM
849
Atticus Wealth Management
Florida
$215K -$11.2K -309 -5%
CB
850
CNB Bank
Pennsylvania
$215K -$10.9K -300 -5%
32 33
34
35 36