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Charles Schwab
SCHW

Overview Fund Activity

1,304 hedge funds and large institutions have $84.8B invested in Charles Schwab in 2021 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 442 increasing their positions, 492 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,304
Holders Change
+103
Holders Change %
+8.58%
% of All Funds
22.96%
Holding in Top 10
78
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.42%
% of All Funds
1.37%
New
185
Increased
442
Reduced
492
Closed
70
Calls
$496M
Puts
$552M
Net Calls
-$56M
Net Calls Change
+$37.7M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$491M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$375M
3
BlackRock
BlackRock
New York
+$346M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$313M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$259M

Top Sellers

1
GIM
Generation Investment Management
United Kingdom
-$672M
2
Dodge & Cox
Dodge & Cox
California
-$511M
3
Lazard Asset Management
Lazard Asset Management
New York
-$346M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$283M
5
FPP
Findlay Park Partners
United Kingdom
-$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLFP
1176
MPS Loria Financial Planners
Illinois
$69K – – –
FPB
1177
First PREMIER Bank
South Dakota
$65K – – –
FFA
1178
Founders Financial Alliance
North Carolina
$65K +$65K +1,001 New
VFA
1179
Valeo Financial Advisors
Indiana
$63K -$5.29K -81 -8%
DAC
1180
Dividend Assets Capital
South Carolina
$63K – – –
NFSG
1181
Newbridge Financial Services Group
Florida
$62K -$17.1K -263 -22%
EWM
1182
Endurance Wealth Management
Rhode Island
$62K +$39.2K +602 +172%
TFO
1183
Tarbox Family Office
California
$60K +$909 +14 +2%
IBOK
1184
Independence Bank of Kentucky
Kentucky
$59K -$13K -200 -18%
BG
1185
Bollard Group
Massachusetts
$59K – – –
MA
1186
Montag & Associates
Georgia
$54K -$194K -3,000 -78%
LWP
1187
Lumature Wealth Partners
Georgia
$53K -$459K -7,081 -90%
TFIPS
1188
Towarzystwo Funduszy Inwestycyjnych PZU SA
$52.1K – – –
LWA
1189
Lenox Wealth Advisors
New York
$52K – – –
GFPC
1190
Global Financial Private Client
Florida
$50.9K – – –
FMII
1191
Farmers & Merchants Investments Inc
Nebraska
$49K – – –
LWANC
1192
Laurel Wealth Advisors (North Carolina)
North Carolina
$49K – – –
SL
1193
Savior LLC
Massachusetts
$49K +$65 +1 +0.1%
WAM
1194
Wolverine Asset Management
Illinois
$49K +$49K +757 New
AF
1195
Advisornet Financial
Minnesota
$48K +$195 +3 +0.4%
SWA
1196
SOA Wealth Advisors
New York
$45K +$960 +15 +2%
JCM
1197
Jacobi Capital Management
Pennsylvania
$44K – – –
EARNEST Partners
1198
EARNEST Partners
Georgia
$44K – – –
HIM
1199
Hillsdale Investment Management
Ontario, Canada
$42K +$42K +650 New
GLLW
1200
Graves Light Lenhart Wealth
Virginia
$41K -$30.9K -469 -43%
46 47
48
49 50