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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 %
TIM
151
Thornburg Investment Management
New Mexico
$59M -$5.77M -88,552 -9%
GIC
152
GFI Investment Counsel
Ontario, Canada
$58.2M +$2.16M +33,094 +4%
Ohio Public Employees Retirement System (OPERS)
153
Ohio Public Employees Retirement System (OPERS)
Ohio
$57.8M +$4.76M +73,041 +9%
Capital Research Global Investors
154
Capital Research Global Investors
California
$57.3M – – –
AAM
155
AMI Asset Management
California
$56.7M -$22.1M -339,744 -28%
SIM
156
Sadoff Investment Management
Wisconsin
$55.5M +$59.6K +915 +0.1%
CCP
157
Clarkston Capital Partners
Michigan
$54.8M +$3M +46,011 +6%
ECM
158
Ensemble Capital Management
California
$54.1M -$4.82M -73,989 -8%
ATN
159
AMF Tjänstepension
Sweden
$53.8M -$978K -14,992 -2%
GT
160
Glenmede Trust
Pennsylvania
$52M +$770K +11,812 +2%
PAMU
161
Pictet Asset Management (UK)
United Kingdom
$51.5M +$2.39M +36,605 +5%
FPCG
162
Fort Pitt Capital Group
Pennsylvania
$50.6M -$341K -5,224 -0.7%
BCM
163
Becker Capital Management
Oregon
$50.4M -$3.02M -46,335 -6%
MC
164
MIG Capital
California
$49.3M -$23M -352,935 -32%
BWA
165
Brave Warrior Advisors
New York
$47.9M -$103M -1,584,709 -68%
Bank Julius Baer & Co
166
Bank Julius Baer & Co
Switzerland
$47.6M +$11K +168 +0%
Asset Management One
167
Asset Management One
Japan
$47.4M -$1.15M -17,703 -2%
SL
168
Summitry LLC
California
$47.3M -$6.21M -95,318 -12%
ACI
169
AMP Capital Investors
Australia
$46.7M +$5.9M +90,515 +14%
AIM
170
ARK Investment Management
Florida
$46.6M +$14.9M +228,086 +47%
TD Asset Management
171
TD Asset Management
Ontario, Canada
$45.7M -$131K -2,003 -0.3%
Rafferty Asset Management
172
Rafferty Asset Management
New York
$45.3M +$8.03M +123,124 +22%
BNP Paribas Financial Markets
173
BNP Paribas Financial Markets
France
$45.1M +$32.5M +498,301 +258%
NONA
174
Ninety One North America
New York
$44.8M +$1.93M +29,636 +5%
JPMPWA
175
J.P. Morgan Private Wealth Advisors
California
$44.4M +$459K +7,043 +1%
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