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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 %
TAIM
1126
TD Ameritrade Investment Management
Nebraska
$18K +$18K +342 New
IAIM
1127
International Assets Investment Management
Florida
$18K +$18K +344 New
WEC
1128
Winslow Evans & Crocker
Massachusetts
$17K -$14.9K -287 -47%
BWA
1129
BDO Wealth Advisors
Florida
$17K +$13.4K +250 +373%
DOA
1130
D'Orazio & Associates
Virginia
$17K +$17K +324 New
MI
1131
Markston International
New York
$17K +$17K +325 New
BWL
1132
Bogart Wealth LLC
Virginia
$16K +$1.48K +28 +10%
IRC
1133
Investors Research Corp
Georgia
$15K – – –
SWM
1134
Sugarloaf Wealth Management
Georgia
$15K – – –
CWA
1135
Carolina Wealth Advisors
South Carolina
$15K – – –
HCP
1136
Hexagon Capital Partners
Arkansas
$15K – – –
FRA
1137
Front Row Advisors
California
$13K – – –
BWM
1138
BerganKDV Wealth Management
Minnesota
$13K +$1.03K +19 +9%
WPA
1139
West Paces Advisors
Georgia
$13K – – –
PWMG
1140
Prestige Wealth Management Group
New Jersey
$12K +$7.95K +151 +196%
CFN
1141
Cordasco Financial Network
Florida
$11K – – –
KTC
1142
Kistler-Tiffany Companies
Pennsylvania
$11K +$51 +1 +0.5%
ME
1143
McIlrath & Eck
Washington
$11K +$7.21K +133 +190%
AP
1144
Arlington Partners
Alabama
$11K +$11K +202 New
BFG
1145
Baron Financial Group
New Jersey
$10.6K – – –
TPWA
1146
TRUE Private Wealth Advisors
Oregon
$10K – – –
MCM
1147
McMillion Capital Management
North Carolina
$10K +$10K +182 New
FPW
1148
Flagship Private Wealth
Massachusetts
$9.81K +$9.81K +184 New
TFGT
1149
TS Financial Group (TSFG)
Illinois
$9K -$1.07K -21 -11%
GI
1150
Gradient Investments
Minnesota
$9K – – –
44 45
46
47 48