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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 %
FCH
1351
Freestone Capital Holdings
Washington
– -$36K -679 Closed
LGA
1352
Lebenthal Global Advisors
New York
– -$35K -678 Closed
KPCM
1353
Kings Point Capital Management
New York
– -$27K -500 Closed
O
1354
Ossiam
France
– -$22K -411 Closed
SIAG
1355
Safeguard Investment Advisory Group
California
– -$20K -383 Closed
HI
1356
Human Investing
Oregon
– -$20K -382 Closed
AWG
1357
Altus Wealth Group
Colorado
– -$20K -379 Closed
TPWA
1358
TRUE Private Wealth Advisors
Oregon
– -$10K -206 Closed
MCM
1359
McMillion Capital Management
North Carolina
– -$10K -182 Closed
M
1360
MOTCO
Texas
– -$9K -174 Closed
TIAM2
1361
Tru Independence Asset Management 2
Oregon
– -$9K -167 Closed
ADL
1362
Asset Dedication LLC
California
– -$7K -130 Closed
IA
1363
Inspire Advisors
Idaho
– -$6K -108 Closed
FAM
1364
Fred Alger Management
New York
– -$4K -71 Closed
DTIM
1365
Danda Trouve Investment Management
Kansas
– -$3K -60 Closed
AssetMark Inc
1366
AssetMark Inc
California
– -$2K -36 Closed
EWM
1367
Edge Wealth Management
New York
– -$2K -35 Closed
TI
1368
tru Independence
Oregon
– -$1 -25 Closed
GSAM
1369
Grant Street Asset Management
Pennsylvania
– -$1K -25 Closed
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