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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 %
NIM
1076
NuWave Investment Management
New Jersey
$228K +$228K +3,502 New
SYBT
1077
Stock Yards Bank & Trust
Kentucky
$227K +$227K +3,484 New
FANJ
1078
Financial Architects (New Jersey)
New Jersey
$227K +$227K +3,485 New
VV
1079
Verity & Verity
South Carolina
$226K +$226K +3,235 New
IF
1080
Intrua Financial
Texas
$226K +$226K +3,248 New
DP
1081
Denver PWM
Colorado
$224K -$6.96K -192 -3%
WCM
1082
Wedge Capital Management
North Carolina
$224K +$224K +3,431 New
HA
1083
Hamel Associates
New Jersey
$223K +$223K +3,425 New
PTC
1084
Private Trust Company
Ohio
$222K +$222K +3,416 New
NFP
1085
Narus Financial Partners
Utah
$222K +$222K +3,403 New
IAA
1086
Independent Advisor Alliance
North Carolina
$221K -$37.3K -572 -14%
SIM
1087
Sonora Investment Management
Arizona
$221K +$17.8K +273 +9%
CCIA
1088
Campbell & Co Investment Adviser
Maryland
$221K +$221K +3,389 New
IWM
1089
IHT Wealth Management
Illinois
$218K +$218K +3,337 New
KA
1090
Klingman & Associates
New York
$218K +$218K +3,345 New
Two Sigma Investments
1091
Two Sigma Investments
New York
$218K +$218K +3,349 New
BAM
1092
Boyar Asset Management
New York
$218K +$218K +3,350 New
BFA
1093
Beaumont Financial Advisors
Massachusetts
$217K +$217K +3,324 New
GLA
1094
Good Life Advisors
Pennsylvania
$217K +$217K +3,349 New
PVH
1095
Psagot Value Holdings
Israel
$215K – – –
BMC
1096
Benin Management Corp
Connecticut
$215K +$215K +3,300 New
HVIA
1097
Hudson Valley Investment Advisors
New York
$215K +$215K +3,301 New
FCA
1098
FinTrust Capital Advisors
South Carolina
$214K -$336K -5,146 -61%
IA
1099
Insight Advisors
Pennsylvania
$214K +$214K +3,036 New
EAM
1100
Evanson Asset Management
California
$214K +$214K +3,276 New
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