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 %
NIM
1251
NuWave Investment Management
New Jersey
– -$69K -1,899 Closed
FHA
1252
Flagship Harbor Advisors
Massachusetts
– -$59K -1,643 Closed
VCM
1253
Vigilant Capital Management
Maine
– -$54K -1,500 Closed
CSPIA
1254
Cary Street Partners Investment Advisory
Virginia
– -$42K -1,149 Closed
GSWM
1255
Golden State Wealth Management
California
– -$40K -1,094 Closed
SC
1256
Slow Capital
California
– -$36K -1,001 Closed
WCG
1257
Weaver Consulting Group
California
– -$13K -367 Closed
M
1258
Mirova
France
– -$13K -351 Closed
RA
1259
Rational Advisors
New York
– -$12K -330 Closed
SIM
1260
Seaview Investment Managers
Florida
– -$9K -216 Closed
AWM
1261
Adams Wealth Management
Utah
– -$8K -210 Closed
CHAM
1262
Clear Harbor Asset Management
Connecticut
– -$7.25K -200 Closed
WT
1263
Washington Trust
Rhode Island
– -$5K -140 Closed
FFA
1264
Founders Financial Alliance
North Carolina
– -$4K -101 Closed
DI
1265
Disciplined Investments
Oklahoma
– -$2K -60 Closed
47 48 49 50
51