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Charles Schwab
SCHW

Overview Fund Activity

1,167 hedge funds and large institutions have $50.1B invested in Charles Schwab in 2019 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 384 increasing their positions, 451 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,167
Holders Change
+108
Holders Change %
+10.2%
% of All Funds
23.05%
Holding in Top 10
47
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.03%
% of All Funds
0.93%
New
203
Increased
384
Reduced
451
Closed
78
Calls
$341M
Puts
$334M
Net Calls
+$7.32M
Net Calls Change
-$129M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$436M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$279M
3
BlackRock
BlackRock
New York
+$270M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$246M
5
Dodge & Cox
Dodge & Cox
California
+$225M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$477M
2
Ameriprise
Ameriprise
Minnesota
-$257M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$172M
4
TP
Theleme Partners
United Kingdom
-$141M
5
Boston Partners
Boston Partners
Massachusetts
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
876
Cetera Advisors
Colorado
$322K -$3.4K -72 -1%
KA
877
Klingman & Associates
New York
$320K -$9.24K -194 -3%
ACI
878
Alpha Cubed Investments
California
$320K -$8.23K -173 -3%
FT
879
Fiduciary Trust
Massachusetts
$318K -$200K -4,211 -39%
PA
880
Parallel Advisors
California
$318K -$45.7K -963 -13%
SFG
881
SNS Financial Group
Minnesota
$317K +$11.7K +246 +4%
BPB
882
Badgley, Phelps & Bell
Washington
$316K +$28.9K +608 +10%
BAM
883
Belpointe Asset Management
Nevada
$315K -$118K -2,468 -27%
WAS
884
WESPAC Advisors SoCal
California
$315K – – –
ZB
885
Zions Bancorporation
Utah
$310K -$40.8K -859 -12%
HBT
886
Hills Bank & Trust
Iowa
$306K -$9.51K -200 -3%
HCMT
887
Highland Capital Management (Tennessee)
Tennessee
$304K -$79.2K -1,667 -21%
RTC
888
Riverview Trust Company
Washington
$303K -$27.6K -579 -8%
RA
889
Rational Advisors
New York
$303K +$153K +3,206 +102%
VC
890
Veracity Capital
Georgia
$302K +$302K +6,349 New
GIA
891
Granite Investment Advisors
New Hampshire
$300K -$42.9K -900 -13%
JLBC
892
J.L. Bainbridge & Co
Florida
$299K -$17.3K -364 -5%
AWM
893
Altium Wealth Management
New York
$298K +$298K +6,274 New
AWM
894
Atticus Wealth Management
Florida
$297K +$297K +6,242 New
MCC
895
Malaga Cove Capital
California
$296K -$9.5K -200 -3%
CIA
896
Choate Investment Advisors
Massachusetts
$294K -$23.3K -490 -7%
CPA
897
Clear Perspective Advisors
Illinois
$294K +$44.5K +935 +18%
MAM
898
Marquette Asset Management
Minnesota
$293K – – –
BCWM
899
Blue Chip Wealth Management
Florida
$292K -$9.31K -196 -3%
WI
900
Wintrust Investments
Illinois
$291K – – –
34 35
36
37 38