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Charles Schwab
SCHW

Overview Fund Activity

1,096 hedge funds and large institutions have $45.6B invested in Charles Schwab in 2019 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 475 increasing their positions, 329 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+47
Holders Change %
+4.48%
% of All Funds
23.76%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.89%
New
141
Increased
475
Reduced
329
Closed
78
Calls
$179M
Puts
$174M
Net Calls
+$5.02M
Net Calls Change
-$66.4M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$292M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$160M
3
ClearBridge Investments
ClearBridge Investments
New York
+$123M
4
Renaissance Technologies
Renaissance Technologies
New York
+$122M
5
Deutsche Bank
Deutsche Bank
Germany
+$91.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$510M
2
MC
Maverick Capital
Texas
-$227M
3
Ameriprise
Ameriprise
Minnesota
-$226M
4
Sands Capital Management
Sands Capital Management
Virginia
-$154M
5
TP
Theleme Partners
United Kingdom
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMB
976
Field & Main Bank
Kentucky
$54K +$54K +1,255 New
FCA
977
FinTrust Capital Advisors
South Carolina
$53K -$45K -1,050 -46%
BCI
978
Brinker Capital Investments
Pennsylvania
$53K +$53K +1,230 New
OIA
979
Optimum Investment Advisors
Illinois
$52K – – –
CHC
980
City Holding Co
West Virginia
$52K – – –
SQA
981
Simon Quick Advisors
New Jersey
$51K -$2.42K -57 -5%
OC
982
Oakworth Capital
Alabama
$51K – – –
TFA
983
Toth Financial Advisory
Virginia
$51K +$86 +2 +0.2%
AF
984
Advisornet Financial
Minnesota
$50K +$10.8K +255 +28%
BCM
985
Blume Capital Management
California
$49K – – –
FIB
986
First Interstate Bank
Montana
$49K +$1.08K +25 +2%
LFA
987
Legacy Financial Advisors
Kentucky
$49K +$39.1K +922 +394%
SMG
988
Spectrum Management Group
Indiana
$46K +$14.2K +330 +45%
PCP
989
Proficio Capital Partners
Massachusetts
$44K +$340 +8 +0.8%
BCA
990
Berman Capital Advisors
Georgia
$44K +$31.8K +756 +261%
BWA
991
BDO Wealth Advisors
Florida
$44K +$44K +1,027 New
GSWM
992
Golden State Wealth Management
California
$43K +$43K +994 New
ATC
993
Adirondack Trust Company
New York
$41K -$46.3K -1,020 -53%
MCM
994
Manchester Capital Management
Vermont
$41K – – –
EWM
995
Executive Wealth Management
Michigan
$40K -$15.5K -358 -28%
LWM
996
Liberty Wealth Management
California
$40K -$11K -258 -22%
CGT
997
Capital Guardian Trust
California
$38K +$38K +900 New
MSA
998
Marino Stram & Associates
Massachusetts
$36K +$2.5K +60 +7%
FPFS
999
First Personal Financial Services
North Carolina
$35K – – –
SBL
1000
Sargent Bickham Lagudis
Colorado
$34K -$28.5K -664 -46%
38 39
40
41 42