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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 %
MPWT
1101
MassMutual Private Wealth & Trust
Connecticut
$14K – – –
IRC
1102
Investors Research Corp
Georgia
$14K – – –
WCG
1103
Weaver Consulting Group
California
$14K – – –
BWL
1104
Bogart Wealth LLC
Virginia
$13K +$3.92K +83 +43%
SWM
1105
Sugarloaf Wealth Management
Georgia
$13K +$13K +275 New
GI
1106
Gradient Investments
Minnesota
$12K -$27.9K -569 -70%
PA
1107
Procyon Advisors
Connecticut
$12K +$12K +256 New
TCM
1108
Tradewinds Capital Management
Washington
$11K – – –
CWM
1109
Cedar Wealth Management
California
$11K +$11K +224 New
EWM
1110
Edge Wealth Management
New York
$10K – – –
KTC
1111
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
CLOS
1112
Compagnie Lombard Odier SCmA
Switzerland
$10K – – –
NFG
1113
Next Financial Group
Texas
$10K – – –
RIA
1114
RPG Investment Advisory
California
$10K – – –
PWP
1115
Personal Wealth Partners
Minnesota
$10K – – –
SAM
1116
S.A. Mason
Michigan
$10K +$10K +200 New
CWP
1117
CFM Wealth Partners
Texas
$10K +$10K +204 New
SC
1118
Solstein Capital
California
$10K +$10K +216 New
CHAM
1119
Clear Harbor Asset Management
Connecticut
$9.51K +$9.51K +200 New
TPWA
1120
TRUE Private Wealth Advisors
Oregon
$9K -$222K -5,079 -96%
TCCM
1121
Timber Creek Capital Management
Massachusetts
$9K – – –
MCM
1122
McMillion Capital Management
North Carolina
$8K – – –
TFGT
1123
TS Financial Group (TSFG)
Illinois
$8K – – –
SGAM
1124
Smith Group Asset Management
Texas
$8K +$471 +10 +6%
HWM
1125
Howard Wealth Management
Connecticut
$8K +$8K +170 New
43 44
45
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