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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 %
CWM
1026
Campbell Wealth Management
Virginia
$9K +$9K +260 New
WPA
1027
West Paces Advisors
Georgia
$8.27K -$776 -23 -9%
PFO
1028
Pathstone Family Office
New Jersey
$8K -$103K -3,029 -93%
GI
1029
Gradient Investments
Minnesota
$8K -$615 -19 -7%
CQS
1030
Credential Qtrade Securities
$7.12K – – –
KTC
1031
Kistler-Tiffany Companies
Pennsylvania
$7K – – –
CLOS
1032
Compagnie Lombard Odier SCmA
Switzerland
$7K – – –
TCM
1033
Tradewinds Capital Management
Washington
$7K – – –
TFGT
1034
TS Financial Group (TSFG)
Illinois
$7K – – –
MPWT
1035
MassMutual Private Wealth & Trust
Connecticut
$6K -$4.24K -120 -41%
EWP
1036
Engrave Wealth Partners
Texas
$6K -$2.67K -80 -31%
TPWA
1037
TRUE Private Wealth Advisors
Oregon
$6K – – –
CWP
1038
CFM Wealth Partners
Texas
$6K – – –
M
1039
MOTCO
Texas
$6K – – –
JG
1040
Jefferies Group
New York
$5.39K +$4.89K +144,843 +980%
WT
1041
Washington Trust
Rhode Island
$5K -$6.75K -189 -57%
BWM
1042
BerganKDV Wealth Management
Minnesota
$5K – – –
BEI
1043
Benjamin Edwards Inc
Missouri
$5K +$37 +1 +0.7%
EI
1044
Ellevest Inc
New York
$5K +$621 +18 +14%
WR
1045
Watson Rebecca
$5K +$5K +135 New
MAWCM
1046
Mine & Arao Wealth Creation & Management
California
$4K -$30.6K -850 -88%
DI
1047
Disciplined Investments
Oklahoma
$4K – – –
CAL
1048
Capital Analysts LLC
Pennsylvania
$4K – – –
CWM
1049
Cedar Wealth Management
California
$4K – – –
CAC
1050
Certified Advisory Corp
Florida
$4K – – –
40 41
42
43 44