SCHW icon

Charles Schwab
SCHW

Overview Fund Activity

1,072 hedge funds and large institutions have $37.5B invested in Charles Schwab in 2020 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 394 increasing their positions, 421 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+5
Holders Change %
+0.47%
% of All Funds
22.03%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.51%
New
114
Increased
394
Reduced
421
Closed
99
Calls
$178M
Puts
$268M
Net Calls
-$90.4M
Net Calls Change
-$84.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$424M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$128M
3
GA
Greenhaven Associates
New York
+$124M
4
AAMU
Amundi Asset Management US
Massachusetts
+$110M
5
Invesco
Invesco
Georgia
+$101M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$327M
2
JSP
Jackson Square Partners
California
-$268M
3
GIM
Generation Investment Management
United Kingdom
-$198M
4
Dodge & Cox
Dodge & Cox
California
-$182M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
1001
EARNEST Partners
Georgia
$19K – – –
BFC
1002
Bedel Financial Consulting
Indiana
$19K +$889 +27 +5%
KPCM
1003
Kings Point Capital Management
New York
$18K – – –
CCA
1004
Column Capital Advisors
Indiana
$18K +$13.5K +400 +296%
RFA
1005
Reilly Financial Advisors
California
$17K – – –
MA
1006
MCF Advisors
Kentucky
$17K – – –
JPLA
1007
Joseph P. Lucia & Associates
New York
$17K +$34 +1 +0.2%
AWM
1008
Apollon Wealth Management
South Carolina
$17K +$17K +498 New
SGAM
1009
Smith Group Asset Management
Texas
$16K -$6.24M -189,408 -100%
AP
1010
Atwood & Palmer
Missouri
$16K – – –
BAM
1011
Bellevue Asset Management
Washington
$16K – – –
CFO
1012
CVA Family Office
Colorado
$16K +$35 +1 +0.2%
PA
1013
Procyon Advisors
Connecticut
$16K +$1.84K +53 +13%
HFA
1014
HC Financial Advisors
California
$15K +$33 +1 +0.2%
AF
1015
Allworth Financial
California
$14K -$772K -22,509 -98%
Loomis, Sayles & Company
1016
Loomis, Sayles & Company
Massachusetts
$14K -$772 -23 -5%
AWM
1017
AllSquare Wealth Management
New York
$12K – – –
WCG
1018
Weaver Consulting Group
California
$12K +$1.44K +44 +14%
EIM
1019
Essex Investment Management
Massachusetts
$12K +$12K +341 New
HCM
1020
Highlander Capital Management
New Jersey
$11K – – –
IRC
1021
Investors Research Corp
Georgia
$10K – – –
CFN
1022
Cordasco Financial Network
Florida
$9K – – –
SWM
1023
Sugarloaf Wealth Management
Georgia
$9K – – –
BWL
1024
Bogart Wealth LLC
Virginia
$9K – – –
CWA
1025
Carolina Wealth Advisors
South Carolina
$9K +$4.09K +125 +83%
39 40
41
42 43