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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 %
QCM
851
Quest Capital Management
Texas
$229K -$30.6K -904 -12%
PA
852
Parallel Advisors
California
$229K +$40.1K +1,189 +21%
CG
853
Cutler Group
California
$229K +$229K +6,800 New
MAFM
854
Mid Atlantic Financial Management
Pennsylvania
$226K -$32.4K -963 -13%
BPB
855
Badgley, Phelps & Bell
Washington
$224K -$9.14K -271 -4%
TA
856
Tiedemann Advisors
New York
$224K +$224K +6,609 New
CA
857
Cetera Advisors
Colorado
$223K -$9.36K -277 -4%
LFA
858
Lighthouse Financial Advisors
Maryland
$223K +$223K +6,617 New
ACS
859
Archford Capital Strategies
Illinois
$223K +$223K +6,623 New
KWM
860
Kingsview Wealth Management
Oregon
$222K -$67K -1,986 -23%
NSB
861
Norway Savings Bank
Maine
$222K -$9.45K -280 -4%
IAA
862
Independent Advisor Alliance
North Carolina
$221K -$84.3K -2,503 -28%
OPS
863
Orion Portfolio Solutions
Nebraska
$221K -$35.7K -1,056 -14%
CWM
864
Concentric Wealth Management
California
$220K -$34.7K -1,030 -14%
IHL
865
Investment House LLC
California
$218K -$80.2K -2,377 -27%
HCMT
866
Highland Capital Management (Tennessee)
Tennessee
$215K -$978 -29 -0.5%
CAG
867
Csenge Advisory Group
Florida
$215K +$215K +6,386 New
EWM
868
Empirical Wealth Management
Washington
$213K -$18.6K -550 -8%
QSS
869
Quantitative Systematic Strategies
Florida
$212K +$212K +6,275 New
CB
870
CNB Bank
Pennsylvania
$211K -$2.84K -84 -1%
AWM
871
Atticus Wealth Management
Florida
$211K – – –
JLBC
872
J.L. Bainbridge & Co
Florida
$210K -$842 -25 -0.4%
NWA
873
New World Advisors
Massachusetts
$210K +$210K +6,350 New
GIA
874
Granite Investment Advisors
New Hampshire
$209K -$3.37K -100 -2%
RIM
875
Regent Investment Management
Kentucky
$208K -$13.5K -400 -6%
33 34
35
36 37