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Charles Schwab
SCHW

Overview Fund Activity

1,044 hedge funds and large institutions have $40.5B invested in Charles Schwab in 2020 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 383 increasing their positions, 404 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,044
Holders Change
-28
Holders Change %
-2.61%
% of All Funds
21.12%
Holding in Top 10
34
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+36%
% of All Funds
0.69%
New
101
Increased
383
Reduced
404
Closed
120
Calls
$220M
Puts
$322M
Net Calls
-$102M
Net Calls Change
-$11.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$391M
2
Lazard Asset Management
Lazard Asset Management
New York
+$210M
3
American Century Companies
American Century Companies
Missouri
+$182M
4
BlackRock
BlackRock
New York
+$152M
5
GIM
Generation Investment Management
United Kingdom
+$118M

Top Sellers

1
Sands Capital Management
Sands Capital Management
Virginia
-$216M
2
Citadel Advisors
Citadel Advisors
Florida
-$194M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$112M
4
Renaissance Technologies
Renaissance Technologies
New York
-$95.9M
5
Goldman Sachs
Goldman Sachs
New York
-$95.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1076
Bayesian Capital Management
New York
– -$1.39M -41,200 Closed
VF
1077
Virtu Financial
New York
– -$1.23M -36,559 Closed
AMI
1078
Amica Mutual Insurance
Rhode Island
– -$1.16M -34,391 Closed
MMA
1079
Miracle Mile Advisors
California
– -$1.15M -34,000 Closed
SIP
1080
Stoneridge Investment Partners
Pennsylvania
– -$1.12M -33,150 Closed
WG
1081
Watchman Group
Texas
– -$1.06M -31,311 Closed
EP
1082
Edgestream Partners
New Jersey
– -$1.05M -30,998 Closed
SBH
1083
Segall Bryant & Hamill
Illinois
– -$1.02M -30,182 Closed
RIA
1084
Regal Investment Advisors
Michigan
– -$1.01M -29,848 Closed
CCM
1085
Coe Capital Management
Illinois
– -$948K -28,091 Closed
DTL
1086
Dynamic Technology Lab
Singapore
– -$944K -27,981 Closed
BO
1087
BRR OpCo
Ohio
– -$886K -26,247 Closed
SM
1088
SG3 Management
Puerto Rico
– -$759K -22,500 Closed
GCP
1089
GSA Capital Partners
United Kingdom
– -$742K -21,992 Closed
PP
1090
PDT Partners
New York
– -$705K -20,888 Closed
GCMG
1091
Gyroscope Capital Management Group
Florida
– -$679K -20,110 Closed
SEC
1092
Seven Eight Capital
New York
– -$644K -19,100 Closed
GC
1093
GFG Capital
Florida
– -$575K -17,036 Closed
NICM
1094
Neo Ivy Capital Management
New York
– -$557K -16,512 Closed
SYBT
1095
Stock Yards Bank & Trust
Kentucky
– -$550K -16,319 Closed
OGC
1096
One68 Global Capital
New York
– -$546K -16,184 Closed
KAS
1097
Kemnay Advisory Services
New York
– -$543K -16,100 Closed
Assenagon Asset Management
1098
Assenagon Asset Management
Luxembourg
– -$468K -13,868 Closed
AC
1099
Arjuna Capital
North Carolina
– -$441K -13,069 Closed
AI
1100
Atom Investors
Texas
– -$439K -13,004 Closed
42 43
44
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