SCHW icon

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
$4.51B
2
Vanguard Group
Vanguard Group
Pennsylvania
$5.95B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.96B
4
State Street
State Street
Massachusetts
$3.28B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.74B

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$302M
2
Dodge & Cox
Dodge & Cox
California
$4.51B
3
ROIC
Route One Investment Company
California
$414M
4
NI
Nuance Investments
Missouri
$94M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
101
Weitz Investment Management
Nebraska
$88.2M -$10M -189,300 -10%
ACM
102
Alua Capital Management
New York
$87.7M +$87.7M +1,654,100 New
Mitsubishi UFJ Trust & Banking
103
Mitsubishi UFJ Trust & Banking
Japan
$87.3M +$36.2M +683,068 +71%
EIC
104
Equity Investment Corp
Georgia
$87.2M -$9.63M -181,643 -10%
WHG
105
Westwood Holdings Group
Texas
$86.7M +$12.3M +232,615 +17%
MVIP
106
Mar Vista Investment Partners
California
$85.6M -$7.01M -132,213 -8%
Adage Capital Partners
107
Adage Capital Partners
Massachusetts
$85.3M +$41.9M +789,914 +97%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$85M +$7.57M +142,778 +10%
Truist Financial
109
Truist Financial
North Carolina
$83M -$2.85M -53,827 -3%
Victory Capital Management
110
Victory Capital Management
Texas
$82.6M +$58.9M +1,111,089 +249%
Ensign Peak Advisors
111
Ensign Peak Advisors
Utah
$82.4M +$5.62M +105,886 +7%
BMO
112
Beck Mack & Oliver
New York
$79.2M +$764K +14,400 +1%
PPC
113
Park Presidio Capital
California
$78.2M -$7.96M -150,000 -9%
Retirement Systems of Alabama
114
Retirement Systems of Alabama
Alabama
$77.5M +$6.5M +122,574 +9%
RJA
115
Raymond James & Associates
Florida
$73.7M +$1.24M +23,435 +2%
LCOV
116
London Company of Virginia
Virginia
$72.8M -$1.12M -21,136 -2%
Creative Planning
117
Creative Planning
Kansas
$71.9M +$67.6M +1,275,435 +1,597%
Russell Investments Group
118
Russell Investments Group
United Kingdom
$71.4M -$15.4M -291,177 -18%
MPI
119
Mairs & Power Inc
Minnesota
$70.4M -$80.8K -1,523 -0.1%
NAMA
120
Nikko Asset Management Americas
New York
$67.9M -$113K -2,122 -0.2%
AI
121
Advent International
Massachusetts
$67.6M – – –
ACM
122
Atlanta Capital Management
Georgia
$66.2M +$1.85M +34,888 +3%
DC
123
Davenport & Co
Virginia
$65.8M -$88.7K -1,673 -0.1%
AAM
124
AMI Asset Management
California
$64.1M -$510K -9,619 -0.8%
Kovitz Investment Group Partners
125
Kovitz Investment Group Partners
Illinois
$63.9M +$643K +12,120 +1%
3 4
5
6 7