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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 %
WWM
1251
Wagner Wealth Management
South Carolina
$13K +$13K +200 New
WCM
1252
Wealthcare Capital Management
Virginia
$13K +$13K +200 New
MWM
1253
Mascoma Wealth Management
New Hampshire
$13K +$13K +200 New
FPW
1254
Flagship Private Wealth
Massachusetts
$12.5K – – –
RF
1255
Robbins Farley
New Hampshire
$11K +$11K +150 New
HWMA
1256
Heritage Wealth Management (Arizona)
Arizona
$11K +$11K +172 New
TFA
1257
Toth Financial Advisory
Virginia
$10K – – –
PGAM
1258
Princeton Global Asset Management
New Jersey
$10K – – –
AFS
1259
Annapolis Financial Services
Maryland
$10K +$65 +1 +0.6%
APWA
1260
Atlas Private Wealth Advisors
New Jersey
$9K +$7.58K +112 +533%
SCA
1261
Stuart Chaussee & Associates
California
$9K +$9K +137 New
CWA
1262
Clearview Wealth Advisors
Oregon
$8K – – –
CAL
1263
Capital Analysts LLC
Pennsylvania
$8K – – –
EWA
1264
Evolution Wealth Advisors
Florida
$8K – – –
TCOV
1265
Trust Company of Vermont
Vermont
$8K – – –
JWM
1266
Janiczek Wealth Management
Colorado
$8K +$6.47K +97 +422%
RCA
1267
Ranch Capital Advisors
Florida
$8K +$8K +125 New
CAC
1268
Certified Advisory Corp
Florida
$8K +$8K +125 New
PCIA
1269
Prime Capital Investment Advisors
Kansas
$8K +$8K +125 New
FGAM
1270
Financial Gravity Asset Management
Texas
$7.05K -$3.46K -114 -33%
BFEC
1271
Benjamin F. Edwards & Company
Missouri
$7K – – –
WAS
1272
Winch Advisory Services
Wisconsin
$7K – – –
CWM
1273
Cedar Wealth Management
California
$7K – – –
MAWCM
1274
Mine & Arao Wealth Creation & Management
California
$7K +$62 +1 +0.9%
PA
1275
Perennial Advisors
New York
$7K +$7K +110 New
49 50
51
52 53