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Charles Schwab
SCHW

Overview Fund Activity

1,044 hedge funds and large institutions have $40.5B invested in Charles Schwab in 2020 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 383 increasing their positions, 404 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,044
Holders Change
-28
Holders Change %
-2.61%
% of All Funds
21.12%
Holding in Top 10
34
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+36%
% of All Funds
0.69%
New
101
Increased
383
Reduced
404
Closed
120
Calls
$220M
Puts
$322M
Net Calls
-$102M
Net Calls Change
-$11.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$391M
2
Lazard Asset Management
Lazard Asset Management
New York
+$210M
3
American Century Companies
American Century Companies
Missouri
+$182M
4
BlackRock
BlackRock
New York
+$152M
5
GIM
Generation Investment Management
United Kingdom
+$118M

Top Sellers

1
Sands Capital Management
Sands Capital Management
Virginia
-$216M
2
Citadel Advisors
Citadel Advisors
Florida
-$194M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$112M
4
Renaissance Technologies
Renaissance Technologies
New York
-$95.9M
5
Goldman Sachs
Goldman Sachs
New York
-$95.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
151
Edmond de Rothschild Holding
Switzerland
$27.2M +$18.7M +515,195 +218%
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$27.1M -$11.8M -326,930 -30%
CI
153
Cambiar Investors
Colorado
$26.3M +$2.07M +57,267 +9%
ATN
154
AMF Tjänstepension
Sweden
$25.9M +$2.01M +55,575 +8%
WI
155
Wafra Inc
New York
$25.9M +$5.19M +143,283 +25%
Jacobs Levy Equity Management
156
Jacobs Levy Equity Management
New Jersey
$25.3M – – –
TEE
157
Tibra Equities Europe
United Kingdom
$24.9M +$24.9M +686,111 New
Citadel Advisors
158
Citadel Advisors
Florida
$24.6M -$194M -5,342,831 -89%
HP
159
Hosking Partners
United Kingdom
$24.3M -$835K -23,036 -3%
Toronto Dominion Bank
160
Toronto Dominion Bank
Ontario, Canada
$23.9M -$355K -9,792 -1%
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$23.5M +$14M +385,113 +146%
CFM
162
Coronation Fund Managers
South Africa
$23.5M +$4.28M +118,112 +22%
ESBC
163
E.S. Barr & Co
Kentucky
$23.3M -$102K -2,810 -0.4%
Ohio Public Employees Retirement System (OPERS)
164
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.1M +$308K +8,491 +1%
RCAMU
165
Rothschild & Co Asset Management US
Connecticut
$22.6M -$6.52M -180,020 -22%
AIM
166
Artemis Investment Management
United Kingdom
$22.1M +$337K +9,321 +2%
JPMPWA
167
J.P. Morgan Private Wealth Advisors
California
$21.8M +$290K +8,016 +1%
CS
168
Central Securities
New York
$21.7M +$3.62M +100,000 +20%
AG
169
Aperio Group
California
$21.7M -$2.43M -67,053 -10%
AIMCA
170
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$21.6M -$7.59M -209,610 -26%
SM
171
Soapstone Management
Maryland
$21.5M +$636K +17,542 +3%
SSA
172
Schonfeld Strategic Advisors
New York
$21.2M +$6.68M +184,496 +46%
PAMU
173
Pictet Asset Management (UK)
United Kingdom
$21M -$152K -4,200 -0.7%
TD Asset Management
174
TD Asset Management
Ontario, Canada
$20.8M +$350K +9,647 +2%
Asset Management One
175
Asset Management One
Japan
$20.7M -$905K -24,971 -4%
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