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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 %
BA
1276
Bellwether Advisors
Nebraska
$6K – – –
JWA
1277
JFS Wealth Advisors
Pennsylvania
$6K – – –
CFFP
1278
Center for Financial Planning
Michigan
$5K – – –
SA
1279
SRH Advisors
Kansas
$5K – – –
GTAM
1280
Global Trust Asset Management
Florida
$5K – – –
BEI
1281
Benjamin Edwards Inc
Missouri
$5K +$68 +1 +1%
BMD
1282
Better Money Decisions
New Mexico
$5K +$5K +71 New
SIS
1283
Sound Income Strategies
Florida
$4.82K +$847 +13 +21%
GEA
1284
Glen Eagle Advisors
New Jersey
$4.04K – – –
Jones Financial Companies
1285
Jones Financial Companies
Missouri
$4K -$4.86K -68 -55%
IFAM
1286
Institutional & Family Asset Management
Colorado
$4K – – –
CAM
1287
Costello Asset Management
Pennsylvania
$4K – – –
AP
1288
Atwood & Palmer
Missouri
$4K +$4K +65 New
KFS
1289
Kelly Financial Services
Massachusetts
$3.77K – – –
COCM
1290
Charter Oak Capital Management
New Hampshire
$3K – – –
GAM
1291
Grandview Asset Management
Pennsylvania
$3K +$3K +46 New
ACM
1292
AUA Capital Management
Pennsylvania
$2K -$276 -4 -12%
APC
1293
Aspire Private Capital
North Carolina
$2K – – –
MCM
1294
MV Capital Management
Maryland
$2K +$2K +33 New
AWA
1295
Artemis Wealth Advisors
New York
$1.99K +$64 +1 +3%
EAM
1296
Erste Asset Management
Austria
$1.3K – – –
BBHC
1297
Brown Brothers Harriman & Co
New York
$1.21K +$7 +101 +0.5%
TFGT
1298
TS Financial Group (TSFG)
Illinois
$1K -$9.35K -159 -90%
TFM
1299
TFC Financial Management
Massachusetts
$1K – – –
PWM
1300
Prentice Wealth Management
New York
$1K +$1K +10 New
50 51
52
53 54