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Charles Schwab
SCHW

Overview Fund Activity

1,201 hedge funds and large institutions have $69.7B invested in Charles Schwab in 2020 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 528 increasing their positions, 317 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+157
Holders Change %
+15.04%
% of All Funds
21.31%
Holding in Top 10
67
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+97.06%
% of All Funds
1.19%
New
237
Increased
528
Reduced
317
Closed
68
Calls
$589M
Puts
$683M
Net Calls
-$93.7M
Net Calls Change
+$8.25M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$2.18B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.33B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$902M
4
State Street
State Street
Massachusetts
+$780M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$692M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$564M
2
Dodge & Cox
Dodge & Cox
California
-$564M
3
ROIC
Route One Investment Company
California
-$358M
4
NI
Nuance Investments
Missouri
-$128M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
901
Principle Wealth Partners
Connecticut
$294K +$294K +5,540 New
AA
902
Addison Advisors
Vermont
$291K +$291K +5,483 New
JWM
903
Jeppson Wealth Management
California
$290K +$66.8K +1,260 +30%
EWM
904
Evermay Wealth Management
Virginia
$288K +$288K +5,431 New
PCM
905
Pointe Capital Management
Michigan
$287K +$287K +5,411 New
FLI
906
Family Legacy Inc
South Carolina
$282K +$282K +5,321 New
BAM
907
Berkshire Asset Management
Pennsylvania
$281K +$281K +5,300 New
BTW
908
Boston Trust Walden
Massachusetts
$280K +$280K +5,270 New
AR
909
Advisory Research
Illinois
$279K +$279K +5,263 New
BTWM
910
Baker Tilly Wealth Management
Wisconsin
$278K +$278K +5,247 New
AWM
911
Aberdeen Wealth Management
Illinois
$277K +$277K +5,227 New
WAS
912
WESPAC Advisors SoCal
California
$276K -$6.2K -117 -2%
HB
913
Homrich & Berg
Georgia
$276K +$276K +5,202 New
QT
914
Quantamental Technologies
New York
$274K +$274K +5,161 New
ST
915
Smithfield Trust
Pennsylvania
$273K +$34.1K +643 +14%
PCS
916
Personal CFO Solutions
New Jersey
$273K +$273K +5,143 New
AFP
917
Ausdal Financial Partners
Iowa
$273K +$273K +5,145 New
PSUF
918
People's United Financial
Connecticut
$273K +$273K +5,150 New
MSFS
919
Main Street Financial Solutions
Pennsylvania
$272K +$272K +5,131 New
TA
920
Tiedemann Advisors
New York
$271K +$271K +5,115 New
EW
921
Evoke Wealth
California
$270K +$9.18K +173 +4%
DI
922
Diligent Investors
California
$270K +$270K +5,099 New
SAG
923
Spotlight Asset Group
Illinois
$269K +$269K +5,078 New
BBNA
924
Bremer Bank National Association
Minnesota
$268K -$48.2K -909 -15%
Credit Agricole
925
Credit Agricole
France
$266K -$504K -9,490 -65%
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37
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