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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 %
CIC
1051
Crawford Investment Counsel
Georgia
$244K -$19.9K -305 -8%
FCMT
1052
Founders Capital Management (Texas)
Texas
$244K – – –
CPA
1053
Clear Perspective Advisors
Illinois
$244K +$244K +3,743 New
TFS
1054
TrustCore Financial Services
Tennessee
$242K – – –
CCA
1055
Childress Capital Advisors
Texas
$242K +$117K +1,788 +93%
CFG
1056
CKW Financial Group
Hawaii
$241K -$6.51K -100 -3%
LCM
1057
LCM Capital Management
Illinois
$241K -$5.86K -90 -2%
CK
1058
Cohen Klingenstein
New York
$239K +$239K +3,660 New
SBIA
1059
Sheaff Brock Investment Advisors
Indiana
$238K +$238K +3,654 New
RZH
1060
Relyea Zuckerberg Hanson
Connecticut
$237K +$237K +3,407 New
CT
1061
Cambridge Trust
Massachusetts
$237K +$237K +3,642 New
KFC
1062
Klingenstein Fields & Co
New York
$236K +$236K +3,615 New
MGIA
1063
Moneta Group Investment Advisors
Missouri
$236K +$236K +3,621 New
WAM
1064
WNY Asset Management
New York
$236K +$236K +3,628 New
DLA
1065
Douglas Lane & Associates
New York
$235K -$286K -4,378 -55%
BAM
1066
Belpointe Asset Management
Nevada
$234K -$886K -13,619 -79%
AAM
1067
Autus Asset Management
Arizona
$234K +$234K +3,583 New
GA
1068
GoalVest Advisory
New York
$233K +$233K +3,568 New
SIC
1069
Sigma Investment Counselors
Michigan
$233K +$233K +3,574 New
I2I
1070
Insight 2811 Inc
Illinois
$232K -$21.1K -324 -8%
SFA
1071
Souders Financial Advisors
Ohio
$231K +$231K +3,540 New
SAG
1072
Spotlight Asset Group
Illinois
$230K -$101K -1,550 -31%
IIC
1073
Integrated Investment Consultants
Michigan
$230K +$230K +3,519 New
CIA
1074
Capital Investment Advisors
Georgia
$230K +$230K +3,528 New
SB
1075
Sunflower Bank
Texas
$228K +$228K +3,494 New
41 42
43
44 45