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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 %
CI
1126
Cordant Inc
Oregon
$8K +$8K +170 New
TFA
1127
Toth Financial Advisory
Virginia
$7K -$23K -510 -77%
CFN
1128
Cordasco Financial Network
Florida
$7K – – –
EWM
1129
EPG Wealth Management
Georgia
$7K +$7K +138 New
CWA
1130
Carolina Wealth Advisors
South Carolina
$7K +$7K +150 New
CAC
1131
Certified Advisory Corp
Florida
$6K – – –
CAL
1132
Capital Analysts LLC
Pennsylvania
$6K – – –
WB
1133
West Bancorporation
Iowa
$6K +$6K +119 New
DI
1134
Disciplined Investments
Oklahoma
$6K +$6K +127 New
PCA
1135
Providence Capital Advisors
North Carolina
$5K – – –
WWM
1136
Willingdon Wealth Management
North Carolina
$5K – – –
CHA
1137
Carmichael Hill & Associates
Maryland
$5K +$5K +100 New
FIB
1138
First Interstate Bank
Montana
$4K -$3.78K -85 -49%
EWA
1139
Evolution Wealth Advisors
Florida
$4K +$4K +89 New
WCM
1140
Wealthcare Capital Management
Virginia
$4K +$4K +90 New
FPFS
1141
First Personal Financial Services
North Carolina
$3K -$42.7K -825 -93%
SA
1142
SRH Advisors
Kansas
$3K – – –
1NWS
1143
1 North Wealth Services
Maryland
$3K – – –
EI
1144
Ellevest Inc
New York
$3K – – –
MFT
1145
Moisand Fitzgerald Tamayo
Florida
$3K – – –
GTAM
1146
Global Trust Asset Management
Florida
$3K – – –
FNBOSM
1147
First National Bank of South Miami
Florida
$3K – – –
APW
1148
Acima Private Wealth
Virginia
$3K – – –
CA
1149
CXI Advisors
Indiana
$3K +$3K +53 New
KFS
1150
Kelly Financial Services
Massachusetts
$2.7K +$47 +1 +2%
44 45
46
47 48