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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
$1.58B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.46B
3
GA
Greenhaven Associates
New York
$124M
4
AAMU
Amundi Asset Management US
Massachusetts
$396M
5
Invesco
Invesco
Georgia
$194M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$56.1M
2
JSP
Jackson Square Partners
California
$0
3
GIM
Generation Investment Management
United Kingdom
$895M
4
Dodge & Cox
Dodge & Cox
California
$3.23B
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
1151
BDO Wealth Advisors
Florida
– -$35K -1,027 Closed
AIC
1152
Ameritas Investment Company
Nebraska
– -$29K -850 Closed
SMG
1153
Spectrum Management Group
Indiana
– -$24K -700 Closed
DWM
1154
Darwin Wealth Management
Florida
– -$13K -427 Closed
WAP
1155
Wealthcare Advisory Partners
Pennsylvania
– -$14K -405 Closed
AA
1156
Advisory Alpha
Michigan
– -$11.2K -315 Closed
SAM
1157
S.A. Mason
Michigan
– -$10K -300 Closed
CAN
1158
Claraphi Advisory Network
United States
– -$10K -286 Closed
EWM
1159
EPG Wealth Management
Georgia
– -$9K -264 Closed
RIA
1160
RPG Investment Advisory
California
– -$7K -200 Closed
MCM
1161
McMillion Capital Management
North Carolina
– -$6K -165 Closed
ACA
1162
Atlas Capital Advisors
Wyoming
– -$4.1K -122 Closed
CHA
1163
Carmichael Hill & Associates
Maryland
– -$3K -100 Closed
PCA
1164
Providence Capital Advisors
North Carolina
– -$3K -100 Closed
APW
1165
Acima Private Wealth
Virginia
– -$2K -73 Closed
MFT
1166
Moisand Fitzgerald Tamayo
Florida
– -$2K -58 Closed
APWM
1167
Atlas Private Wealth Management
New York
– -$2K -50 Closed
LSA
1168
Lion Street Advisors
Texas
– -$1K -31 Closed
SC
1169
Steph & Co
Wisconsin
– -$1K -3 Closed
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