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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 %
MWP
1226
Meridian Wealth Partners
Pennsylvania
$25K +$25K +392 New
WPA
1227
West Paces Advisors
Georgia
$25K +$9K +138 +56%
AWM
1228
AllSquare Wealth Management
New York
$23K – – –
EIM
1229
Essex Investment Management
Massachusetts
$22K – – –
HCM
1230
Highlander Capital Management
New Jersey
$22K – – –
MI
1231
Markston International
New York
$21K – – –
BWA
1232
BDO Wealth Advisors
Florida
$21K – – –
HS
1233
Horan Securities
United States
$21K +$21K +325 New
ACA
1234
Atlas Capital Advisors
Wyoming
$21K -$302K -4,640 -94%
IRC
1235
Investors Research Corp
Georgia
$19K – – –
BWM
1236
BerganKDV Wealth Management
Minnesota
$19K +$3.37K +52 +22%
RA
1237
Resolute Advisors
California
$19K +$19K +352 New
HCP
1238
Hexagon Capital Partners
Arkansas
$18K – – –
TAIM
1239
TD Ameritrade Investment Management
Nebraska
$18K – – –
IAIM
1240
International Assets Investment Management
Florida
$18K – – –
PWMG
1241
Prestige Wealth Management Group
New Jersey
$17K +$1.31K +19 +8%
GI
1242
Gradient Investments
Minnesota
$16K +$64 +1 +0.4%
FRA
1243
Front Row Advisors
California
$15K -$128 -2 -0.8%
BWL
1244
Bogart Wealth LLC
Virginia
$14K -$5.28K -83 -27%
KTC
1245
Kistler-Tiffany Companies
Pennsylvania
$14K – – –
AWM
1246
Accel Wealth Management
Iowa
$14K +$8.62K +128 +160%
AP
1247
Arlington Partners
Alabama
$13K – – –
CFN
1248
Cordasco Financial Network
Florida
$13K – – –
ME
1249
McIlrath & Eck
Washington
$13K – – –
VCM
1250
Versant Capital Management
Arizona
$13K +$7.55K +119 +138%
48 49
50
51 52