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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 %
EWM
1026
Edge Wealth Management
New York
$7K – – –
TCM
1027
Tradewinds Capital Management
Washington
$7K – – –
CLOS
1028
Compagnie Lombard Odier SCmA
Switzerland
$7K – – –
RIA
1029
RPG Investment Advisory
California
$7K – – –
TFGT
1030
TS Financial Group (TSFG)
Illinois
$7K +$888 +25 +15%
ATC
1031
Adirondack Trust Company
New York
$6K -$7.78K -240 -56%
MCM
1032
McMillion Capital Management
North Carolina
$6K – – –
TCCM
1033
Timber Creek Capital Management
Massachusetts
$6K – – –
TPWA
1034
TRUE Private Wealth Advisors
Oregon
$6K – – –
M
1035
MOTCO
Texas
$6K +$6K +164 New
BEI
1036
Benjamin Edwards Inc
Missouri
$5K -$278K -7,502 -98%
CCA
1037
Column Capital Advisors
Indiana
$5K -$14.3K -385 -74%
CWA
1038
Carolina Wealth Advisors
South Carolina
$5K – – –
BWM
1039
BerganKDV Wealth Management
Minnesota
$5K +$4.07K +118 +437%
ACA
1040
Atlas Capital Advisors
Wyoming
$4.1K +$4.1K +122 New
CWM
1041
Cedar Wealth Management
California
$4K -$4K -112 -50%
DI
1042
Disciplined Investments
Oklahoma
$4K – – –
CAL
1043
Capital Analysts LLC
Pennsylvania
$4K – – –
CAC
1044
Certified Advisory Corp
Florida
$4K +$33 +1 +0.8%
EI
1045
Ellevest Inc
New York
$4K +$2.14K +68 +115%
FRA
1046
Front Row Advisors
California
$4K +$4K +98 New
PP
1047
Pacifica Partners
Canada
$4K +$4K +102 New
CHA
1048
Carmichael Hill & Associates
Maryland
$3K – – –
PCA
1049
Providence Capital Advisors
North Carolina
$3K – – –
FAM
1050
Fred Alger Management
New York
$2K -$19.6M -695,181 -100%
40 41
42
43 44