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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 %
LF
951
Lee Financial
Texas
$27K – – –
LWANC
952
Laurel Wealth Advisors (North Carolina)
North Carolina
$27K – – –
SL
953
Savior LLC
Massachusetts
$27K +$36 +1 +0.1%
FDCDDQ
954
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.9K -$14.5K -400 -35%
AF
955
Advisornet Financial
Minnesota
$25K +$1.34K +37 +6%
ZB
956
Zions Bancorporation
Utah
$24K -$3.46K -94 -13%
JCM
957
Jacobi Capital Management
Pennsylvania
$24K – – –
AF
958
Arrow Financial
New York
$23K – – –
FMII
959
Farmers & Merchants Investments Inc
Nebraska
$22K – – –
WEC
960
Winslow Evans & Crocker
Massachusetts
$22K – – –
BFC
961
Bedel Financial Consulting
Indiana
$21K – – –
SQA
962
Simon Quick Advisors
New Jersey
$21K +$111 +3 +0.5%
EARNEST Partners
963
EARNEST Partners
Georgia
$20K – – –
KPCM
964
Kings Point Capital Management
New York
$20K – – –
LWM
965
Liberty Wealth Management
California
$20K +$72 +2 +0.4%
VRM
966
Vectors Research Management
New York
$19K -$8.97K -245 -32%
CCA
967
Column Capital Advisors
Indiana
$19K – – –
BAM
968
Bellevue Asset Management
Washington
$19K +$2.54K +72 +15%
AF
969
Allworth Financial
California
$19K +$4.12K +113 +28%
MA
970
MCF Advisors
Kentucky
$18K – – –
RFA
971
Reilly Financial Advisors
California
$18K – – –
SGAM
972
Smith Group Asset Management
Texas
$18K – – –
CFO
973
CVA Family Office
Colorado
$17K +$37 +1 +0.2%
PFS
974
Prospera Financial Services
Texas
$17K +$17K +482 New
HFA
975
HC Financial Advisors
California
$16K +$35 +1 +0.2%
37 38
39
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