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Charles Schwab
SCHW

Overview Fund Activity

1,167 hedge funds and large institutions have $50.1B invested in Charles Schwab in 2019 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 384 increasing their positions, 451 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,167
Holders Change
+108
Holders Change %
+10.2%
% of All Funds
23.05%
Holding in Top 10
47
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.03%
% of All Funds
0.93%
New
203
Increased
384
Reduced
451
Closed
78
Calls
$341M
Puts
$334M
Net Calls
+$7.32M
Net Calls Change
-$129M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$436M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$279M
3
BlackRock
BlackRock
New York
+$270M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$246M
5
Dodge & Cox
Dodge & Cox
California
+$225M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$477M
2
Ameriprise
Ameriprise
Minnesota
-$257M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$172M
4
TP
Theleme Partners
United Kingdom
-$141M
5
Boston Partners
Boston Partners
Massachusetts
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
1076
Tarbox Family Office
California
$32K +$1.06K +22 +3%
WPA
1077
West Paces Advisors
Georgia
$30.1K – – –
VRM
1078
Vectors Research Management
New York
$29K +$23.4K +500 +420%
WEC
1079
Winslow Evans & Crocker
Massachusetts
$28K +$12.3K +256 +78%
FMII
1080
Farmers & Merchants Investments Inc
Nebraska
$27K – – –
EARNEST Partners
1081
EARNEST Partners
Georgia
$27K – – –
BFC
1082
Bedel Financial Consulting
Indiana
$26K – – –
EWP
1083
Engrave Wealth Partners
Texas
$25K +$25K +544 New
MA
1084
MCF Advisors
Kentucky
$24K – – –
JPLA
1085
Joseph P. Lucia & Associates
New York
$24K +$49 +1 +0.2%
VCM
1086
Vigilant Capital Management
Maine
$24K +$24K +500 New
CCA
1087
Column Capital Advisors
Indiana
$24K +$24K +520 New
FPS
1088
Fieldpoint Private Securities
Connecticut
$23K -$19.1K -395 -45%
LWM
1089
Lionsbridge Wealth Management
Florida
$23K +$23K +500 New
SBL
1090
Sargent Bickham Lagudis
Colorado
$21K +$911 +19 +5%
BCI
1091
Brinker Capital Investments
Pennsylvania
$20K +$800 +17 +4%
ATC
1092
Adirondack Trust Company
New York
$19K -$6.39K -143 -25%
AF
1093
Allworth Financial
California
$19K – – –
WAP
1094
Wealthcare Advisory Partners
Pennsylvania
$19K – – –
CDIA
1095
Capital Directions Investment Advisors
Georgia
$19K +$19K +400 New
AWM
1096
AllSquare Wealth Management
New York
$17K – – –
OAJ
1097
Ogorek Anthony Joseph
New York
$17K +$92 +2 +0.5%
CI
1098
CX Institutional
Indiana
$17K +$1.68K +35 +11%
HCM
1099
Highlander Capital Management
New Jersey
$16K – – –
CFGS
1100
Concourse Financial Group Securities
Alabama
$15K -$206K -4,457 -93%
42 43
44
45 46