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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 %
SMH
951
Sanders Morris Harris
Texas
$238K +$238K +4,000 New
JSL
952
JT Stratford LLC
Georgia
$237K +$237K +4,470 New
CAN
953
Claraphi Advisory Network
United States
$236K +$236K +4,445 New
CP
954
Camelot Portfolios
Ohio
$233K +$233K +4,390 New
MA
955
Mutual Advisors
Nebraska
$231K +$231K +4,363 New
CIP
956
Convergence Investment Partners
Florida
$229K +$229K +4,318 New
CQS
957
Credential Qtrade Securities
$229K +$218K +4,101 +1,944%
PNC
958
Park National Corp
Ohio
$228K +$228K +4,304 New
PCP
959
Proficio Capital Partners
Massachusetts
$228K +$228K +4,305 New
CWS
960
Cypress Wealth Services
California
$227K +$227K +4,279 New
PMG
961
ProVise Management Group
Florida
$225K +$225K +4,236 New
HCM
962
Hillman Capital Management
Maryland
$225K +$225K +4,239 New
JIC
963
Joel Isaacson & Co
New York
$225K +$225K +4,245 New
SBSB
964
Sullivan, Bruyette, Speros & Blaney
Virginia
$223K +$67.1K +1,266 +43%
VST
965
Van Strum & Towne
California
$223K +$223K +4,200 New
RIM
966
Regent Investment Management
Kentucky
$221K -$106K -2,000 -32%
IFWM
967
Institute for Wealth Management
Colorado
$219K +$219K +4,127 New
AIA
968
Armor Investment Advisors
North Carolina
$219K +$219K +4,127 New
SWA
969
Sutton Wealth Advisors
Florida
$218K +$4.08K +77 +2%
AC
970
Abbrea Capital
California
$216K +$216K +4,079 New
TCM
971
Traynor Capital Management
Pennsylvania
$216K +$216K +4,086 New
CIC
972
Crawford Investment Counsel
Georgia
$215K +$215K +4,047 New
PFGIA
973
Patriot Financial Group Insurance Agency
Massachusetts
$214K +$80.4K +1,514 +60%
PA
974
Parkside Advisors
California
$213K +$213K +4,010 New
CA
975
Claro Advisors
Massachusetts
$213K +$213K +4,014 New
37 38
39
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