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Charles Schwab
SCHW

Overview Fund Activity

1,072 hedge funds and large institutions have $37.5B invested in Charles Schwab in 2020 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 394 increasing their positions, 421 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+5
Holders Change %
+0.47%
% of All Funds
22.03%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.51%
New
114
Increased
394
Reduced
421
Closed
99
Calls
$178M
Puts
$268M
Net Calls
-$90.4M
Net Calls Change
-$84.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$424M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$128M
3
GA
Greenhaven Associates
New York
+$124M
4
AAMU
Amundi Asset Management US
Massachusetts
+$110M
5
Invesco
Invesco
Georgia
+$101M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$327M
2
JSP
Jackson Square Partners
California
-$268M
3
GIM
Generation Investment Management
United Kingdom
-$198M
4
Dodge & Cox
Dodge & Cox
California
-$182M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
1101
SkyOak Wealth
Michigan
– -$567K -16,869 Closed
BS
1102
Banco Santander
Spain
– -$561K -16,687 Closed
OAM
1103
Optimal Asset Management
California
– -$546 -16,235 Closed
BP
1104
BBR Partners
New York
– -$524K -15,595 Closed
BCM
1105
Bowie Capital Management
Texas
– -$508K -15,100 Closed
AIM
1106
Aurora Investment Managers
Florida
– -$491K -14,617 Closed
EMG
1107
Ellington Management Group
Connecticut
– -$471K -14,000 Closed
CS
1108
Comerica Securities
Michigan
– -$400K -11,911 Closed
CANY
1109
Caxton Associates (New York)
New York
– -$380K -11,307 Closed
LCM
1110
Liberty Capital Management
Michigan
– -$355K -10,555 Closed
UB
1111
UMB Bank
Missouri
– -$335K -9,970 Closed
TCOV
1112
Trust Company of Vermont
Vermont
– -$304K -9,047 Closed
LHC
1113
Little House Capital
Massachusetts
– -$295K -8,774 Closed
MIA
1114
MainStreet Investment Advisors
Illinois
– -$286K -8,520 Closed
WP
1115
WealthPLAN Partners
Nebraska
– -$279K -8,354 Closed
PSUF
1116
People's United Financial
Connecticut
– -$280K -8,328 Closed
BFPW
1117
BOK Financial Private Wealth
Colorado
– -$274K -8,149 Closed
PP
1118
PagnatoKarp Partners
Virginia
– -$273K -8,132 Closed
GFP
1119
Gryphon Financial Partners
Ohio
– -$267K -7,944 Closed
CG
1120
CFO4Life Group
Texas
– -$237K -7,051 Closed
BPCE
1121
Bank Pictet & Cie (Europe)
Germany
– -$235K -6,994 Closed
CNC
1122
Citizens & Northern Corp
Pennsylvania
– -$234K -6,975 Closed
LFAS
1123
Level Four Advisory Services
Texas
– -$230K -6,916 Closed
MSS
1124
Mitchell Sinkler & Starr
Pennsylvania
– -$228K -6,795 Closed
IAN
1125
Integrated Advisors Network
Texas
– -$214K -6,354 Closed
43 44
45
46 47