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Charles Schwab
SCHW

Overview Fund Activity

1,201 hedge funds and large institutions have $69.7B invested in Charles Schwab in 2020 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 528 increasing their positions, 317 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+157
Holders Change %
+15.04%
% of All Funds
21.31%
Holding in Top 10
67
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+97.06%
% of All Funds
1.19%
New
237
Increased
528
Reduced
317
Closed
68
Calls
$589M
Puts
$683M
Net Calls
-$93.7M
Net Calls Change
+$8.25M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$2.18B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.33B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$902M
4
State Street
State Street
Massachusetts
+$780M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$692M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$564M
2
Dodge & Cox
Dodge & Cox
California
-$564M
3
ROIC
Route One Investment Company
California
-$358M
4
NI
Nuance Investments
Missouri
-$128M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
1076
Bollard Group
Massachusetts
$48K – – –
TFO
1077
Tarbox Family Office
California
$48K +$3.17K +60 +7%
DWP
1078
Destiny Wealth Partners
Florida
$47K +$47K +882 New
CFA
1079
Carroll Financial Associates
North Carolina
$44K – – –
ZB
1080
Zions Bancorporation
Utah
$44K +$9.51K +180 +28%
TFIPS
1081
Towarzystwo Funduszy Inwestycyjnych PZU SA
$42.4K +$42.4K +800 New
LWA
1082
Lenox Wealth Advisors
New York
$42K – – –
LWM
1083
Liberty Wealth Management
California
$41K +$11.2K +210 +38%
GFPC
1084
Global Financial Private Client
Florida
$40.6K +$849 +16 +2%
LWANC
1085
Laurel Wealth Advisors (North Carolina)
North Carolina
$40K – – –
LF
1086
Lee Financial
Texas
$40K – – –
SL
1087
Savior LLC
Massachusetts
$40K – – –
FMII
1088
Farmers & Merchants Investments Inc
Nebraska
$40K +$8.32K +156 +26%
AF
1089
Advisornet Financial
Minnesota
$39K +$2.49K +47 +7%
CCA
1090
Column Capital Advisors
Indiana
$38K +$9.53K +179 +33%
SWA
1091
SOA Wealth Advisors
New York
$38K +$38K +688 New
FCH
1092
Freestone Capital Holdings
Washington
$36K -$7.05K -133 -16%
JCM
1093
Jacobi Capital Management
Pennsylvania
$36K – – –
EARNEST Partners
1094
EARNEST Partners
Georgia
$36K +$6.55K +124 +22%
HFM
1095
Harvest Fund Management
China
$35K +$35K +671 New
LGA
1096
Lebenthal Global Advisors
New York
$35K +$35K +678 New
RFA
1097
Reilly Financial Advisors
California
$34K +$6.97K +130 +26%
AF
1098
Arrow Financial
New York
$33K – – –
BFC
1099
Bedel Financial Consulting
Indiana
$32K +$1.53K +29 +5%
BAM
1100
Bellevue Asset Management
Washington
$31K – – –
42 43
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