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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 %
LWM
1201
Liberty Wealth Management
California
$41K – – –
RFA
1202
Reilly Financial Advisors
California
$41K – – –
AF
1203
Arrow Financial
New York
$41K – – –
BFC
1204
Bedel Financial Consulting
Indiana
$39K – – –
MA
1205
MCF Advisors
Kentucky
$39K +$6.39K +98 +20%
CCA
1206
Column Capital Advisors
Indiana
$38K -$8.86K -135 -19%
SQA
1207
Simon Quick Advisors
New Jersey
$37K +$129 +2 +0.4%
SGAM
1208
Smith Group Asset Management
Texas
$36K +$5.12K +79 +17%
BAM
1209
Bellevue Asset Management
Washington
$35K – – –
AIG
1210
American International Group
New York
$34.6K -$738 -11,322 -2%
JPLA
1211
Joseph P. Lucia & Associates
New York
$34K +$1.51K +23 +5%
CWA
1212
Carolina Wealth Advisors
South Carolina
$34K +$15.8K +240 +87%
IPW
1213
IronBridge Private Wealth
Texas
$33K +$129 +2 +0.4%
PAI
1214
Pittenger & Anderson Inc
Nebraska
$32K -$97K -1,500 -75%
DOA
1215
D'Orazio & Associates
Virginia
$32K +$10.7K +162 +50%
Nisa Investment Advisors
1216
Nisa Investment Advisors
Missouri
$30.8K +$486 +7,452 +2%
MGIM
1217
M&G Investment Management
United Kingdom
$30.5K +$20.1K +309,668 +194%
DWP
1218
Destiny Wealth Partners
Florida
$30K -$26.9K -417 -47%
HFA
1219
HC Financial Advisors
California
$30K – – –
M1FG
1220
Mach-1 Financial Group
Arkansas
$29K – – –
BFG
1221
Baron Financial Group
New Jersey
$28.4K +$15.3K +235 +118%
MPWT
1222
MassMutual Private Wealth & Trust
Connecticut
$27K +$3.44K +52 +15%
KC
1223
Knuff & Co
California
$26K – – –
TCM
1224
Tradewinds Capital Management
Washington
$25K – – –
FBT
1225
First Bank & Trust
South Dakota
$25K – – –
47 48
49
50 51