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Charles Schwab
SCHW

Overview Fund Activity

1,067 hedge funds and large institutions have $37.3B invested in Charles Schwab in 2020 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 403 increasing their positions, 432 reducing their positions, and 200 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,067
Holders Change
-100
Holders Change %
-8.57%
% of All Funds
23.57%
Holding in Top 10
32
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-31.91%
% of All Funds
0.71%
New
114
Increased
403
Reduced
432
Closed
200
Calls
$172M
Puts
$178M
Net Calls
-$5.96M
Net Calls Change
-$13.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$801M
2
Goldman Sachs
Goldman Sachs
New York
+$399M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$196M
4
BlackRock
BlackRock
New York
+$165M
5
Dodge & Cox
Dodge & Cox
California
+$160M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$171M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$167M
3
ClearBridge Investments
ClearBridge Investments
New York
-$157M
4
EIP
Epoch Investment Partners
New York
-$134M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
1001
HC Financial Advisors
California
$15K +$15K +452 New
WAP
1002
Wealthcare Advisory Partners
Pennsylvania
$14K +$311 +9 +2%
PA
1003
Procyon Advisors
Connecticut
$14K +$5.24K +153 +60%
FGAM
1004
Financial Gravity Asset Management
Texas
$13.6K -$6.03K -893 -31%
BL
1005
Balentine LLC
Georgia
$13K -$61.6K -1,849 -83%
DWM
1006
Darwin Wealth Management
Florida
$13K +$13K +427 New
AWM
1007
AllSquare Wealth Management
New York
$12K – – –
AA
1008
Advisory Alpha
Michigan
$11.2K -$16.2K -455 -59%
HCM
1009
Highlander Capital Management
New Jersey
$11K – – –
WCG
1010
Weaver Consulting Group
California
$11K – – –
WT
1011
Washington Trust
Rhode Island
$11K +$11K +329 New
IRC
1012
Investors Research Corp
Georgia
$10K – – –
KTC
1013
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
MPWT
1014
MassMutual Private Wealth & Trust
Connecticut
$10K – – –
SAM
1015
S.A. Mason
Michigan
$10K +$3.33K +100 +50%
CAN
1016
Claraphi Advisory Network
United States
$10K +$10K +286 New
WPA
1017
West Paces Advisors
Georgia
$9.01K -$12.3K -365 -58%
BWL
1018
Bogart Wealth LLC
Virginia
$9K – – –
SWM
1019
Sugarloaf Wealth Management
Georgia
$9K – – –
GI
1020
Gradient Investments
Minnesota
$9K +$711 +21 +9%
EWM
1021
EPG Wealth Management
Georgia
$9K +$4.3K +126 +91%
CFN
1022
Cordasco Financial Network
Florida
$9K +$4.22K +127 +88%
EWP
1023
Engrave Wealth Partners
Texas
$8K -$8.74K -284 -52%
CQS
1024
Credential Qtrade Securities
$7.09K -$17.3K -515 -71%
CWP
1025
CFM Wealth Partners
Texas
$7K – – –
39 40
41
42 43