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Charles Schwab
SCHW

Overview Fund Activity

1,304 hedge funds and large institutions have $84.8B invested in Charles Schwab in 2021 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 442 increasing their positions, 492 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,304
Holders Change
+103
Holders Change %
+8.58%
% of All Funds
22.96%
Holding in Top 10
78
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.42%
% of All Funds
1.37%
New
185
Increased
442
Reduced
492
Closed
70
Calls
$496M
Puts
$552M
Net Calls
-$56M
Net Calls Change
+$37.7M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$491M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$375M
3
BlackRock
BlackRock
New York
+$346M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$313M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$259M

Top Sellers

1
GIM
Generation Investment Management
United Kingdom
-$672M
2
Dodge & Cox
Dodge & Cox
California
-$511M
3
Lazard Asset Management
Lazard Asset Management
New York
-$346M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$283M
5
FPP
Findlay Park Partners
United Kingdom
-$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSUF
976
People's United Financial
Connecticut
$298K -$37.6K -577 -11%
MHR
977
Matthew Hamilton Rosenberg
$298K +$65 +1 +0%
ACM
978
Azimuth Capital Management
Michigan
$297K – – –
HCMT
979
Highland Capital Management (Tennessee)
Tennessee
$296K -$119K -1,827 -29%
RI
980
Ridgewood Investments
New Jersey
$294K -$383K -5,884 -57%
CWC
981
Carolinas Wealth Consulting
North Carolina
$294K -$130K -1,994 -31%
S
982
SimplyRich
California
$294K – – –
GBA
983
Garrison Bradford & Associates
New York
$293K +$293K +4,500 New
WAP
984
Wealthcare Advisory Partners
Pennsylvania
$292K +$292K +4,479 New
CWS
985
Cypress Wealth Services
California
$289K +$10K +154 +4%
SBL
986
Sargent Bickham Lagudis
Colorado
$288K -$19.6K -301 -6%
AFP
987
Ausdal Financial Partners
Iowa
$287K -$48.6K -745 -14%
CGA
988
Crescent Grove Advisors
Illinois
$287K -$6.52K -100 -2%
JIC
989
Joel Isaacson & Co
New York
$287K +$10.7K +164 +4%
BIM
990
Baldwin Investment Management
Pennsylvania
$284K +$284K +4,350 New
EB
991
Eastern Bank
Massachusetts
$282K -$118K -1,810 -30%
IHL
992
Investment House LLC
California
$282K -$14.8K -227 -5%
CAN
993
Claraphi Advisory Network
United States
$281K -$8.6K -132 -3%
BTWM
994
Baker Tilly Wealth Management
Wisconsin
$280K -$61.4K -944 -18%
EWA
995
Encompass Wealth Advisors
Oregon
$280K – – –
SOW
996
State of Wyoming
Wyoming
$280K +$280K +4,294 New
MA
997
Mutual Advisors
Nebraska
$277K -$7.57K -116 -3%
BWP
998
BSW Wealth Partners
Colorado
$277K +$277K +4,244 New
CIP
999
Convergence Investment Partners
Florida
$276K -$5.94K -91 -2%
WW
1000
Westshore Wealth
California
$276K +$276K +4,239 New
38 39
40
41 42