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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 %
BMCM
851
Burns Matteson Capital Management
New York
$562K +$25.1K +385 +5%
GTCM
852
Gyon Technologies Capital Management
New Jersey
$552K +$552K +8,464 New
LWAC
853
Laurel Wealth Advisors (California)
California
$551K +$55.1K +846 +11%
VAS
854
Vestmark Advisory Solutions
Massachusetts
$549K -$17.3K -265 -3%
HI
855
Harbour Investments
Wisconsin
$534K +$534K +8,195 New
ET
856
Equitable Trust
Tennessee
$531K – – –
AWA
857
Arkadios Wealth Advisors
Georgia
$529K -$29.1K -446 -5%
BFM
858
Boston Financial Management
Massachusetts
$525K -$55.4K -850 -10%
BG
859
Bahl & Gaynor
Ohio
$524K +$5.08K +78 +1%
LSAG
860
Lake Street Advisors Group
New Hampshire
$517K +$16.7K +256 +3%
OHS
861
Odey Holdings (Switzerland)
Switzerland
$515K +$515K +7,900 New
W
862
WealthStone
Ohio
$512K +$2.21K +34 +0.4%
PRC
863
Pearl River Capital
Michigan
$505K +$505K +7,754 New
RSWM
864
Robertson Stephens Wealth Management
California
$501K +$205K +3,146 +69%
BFA
865
Bragg Financial Advisors
North Carolina
$500K +$1.63K +25 +0.3%
CCM
866
Chilton Capital Management
Texas
$498K -$37.1K -570 -7%
AMM
867
American Money Management
California
$498K -$1.89K -29 -0.4%
SG
868
Stonnington Group
California
$498K +$498K +7,200 New
PWAG
869
Polaris Wealth Advisory Group
California
$496K -$10.1K -150 -2%
DIA
870
Davidson Investment Advisors
Montana
$495K -$32.6K -500 -6%
PCP
871
Proficio Capital Partners
Massachusetts
$494K +$213K +3,276 +76%
GPA
872
Garrison Point Advisors
California
$475K – – –
VCM
873
Violich Capital Management
California
$473K +$168K +2,575 +55%
BWM
874
Buckley Wealth Management
Nevada
$466K -$31.8K -489 -6%
ATPW
875
Ashton Thomas Private Wealth
Arizona
$464K – – –
33 34
35
36 37