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Charles Schwab
SCHW

Overview Fund Activity

1,201 hedge funds and large institutions have $69.7B invested in Charles Schwab in 2020 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 528 increasing their positions, 317 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+157
Holders Change %
+15.04%
% of All Funds
21.31%
Holding in Top 10
67
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+97.06%
% of All Funds
1.19%
New
237
Increased
528
Reduced
317
Closed
68
Calls
$589M
Puts
$683M
Net Calls
-$93.7M
Net Calls Change
+$8.25M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$2.18B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.33B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$902M
4
State Street
State Street
Massachusetts
+$780M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$692M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$564M
2
Dodge & Cox
Dodge & Cox
California
-$564M
3
ROIC
Route One Investment Company
California
-$358M
4
NI
Nuance Investments
Missouri
-$128M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nordea Investment Management
201
Nordea Investment Management
Sweden
$25M +$3.17M +59,822 +15%
VDI
202
Vaughan David Investments
Illinois
$24.9M +$394K +7,422 +2%
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$24.6M +$2.77M +52,216 +13%
Aviva
204
Aviva
United Kingdom
$24.5M +$4.73M +89,128 +24%
SCM
205
Stamina Capital Management
New York
$24.3M +$14.5M +272,969 +148%
ASRS
206
Arizona State Retirement System
Arizona
$24.1M +$5.43M +102,301 +29%
Mirae Asset Global Investments
207
Mirae Asset Global Investments
South Korea
$24M +$8.03M +151,445 +50%
NIPH
208
NN Investment Partners Holdings
Netherlands
$24M +$8.78M +165,447 +58%
FAF
209
Fjarde Ap-fonden
Sweden
$23.9M +$5.15M +97,094 +27%
Janney Montgomery Scott
210
Janney Montgomery Scott
Pennsylvania
$23.7M +$17.6K +331 +0.1%
BCIM
211
British Columbia Investment Management
British Columbia, Canada
$23.2M +$3.06M +57,671 +15%
DAM
212
Davis Asset Management
California
$23M +$23M +433,479 New
Handelsbanken Fonder
213
Handelsbanken Fonder
Sweden
$22.5M +$7.8M +147,016 +53%
AIMCA
214
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$22.1M -$9.59M -180,800 -30%
Mitsubishi UFJ Asset Management
215
Mitsubishi UFJ Asset Management
Japan
$21.8M +$6.08M +114,546 +39%
AAM
216
Aureus Asset Management
Massachusetts
$21.7M -$94K -1,772 -0.4%
Bank of Nova Scotia
217
Bank of Nova Scotia
Ontario, Canada
$21.7M +$12.7M +240,031 +142%
CAG
218
Crestwood Advisors Group
Massachusetts
$21.4M -$516K -9,728 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
219
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.9M +$17.1M +323,188 +461%
ERIM
220
Eagle Ridge Investment Management
Connecticut
$20.7M -$144K -2,707 -0.7%
Fiera Capital (Canada)
221
Fiera Capital (Canada)
Quebec, Canada
$20.6M +$20.3M +381,788 +5,693%
SFI
222
Susquehanna Fundamental Investments
Pennsylvania
$19.9M +$2.18M +41,154 +12%
SOMRS
223
State of Michigan Retirement System
Michigan
$19.9M +$2.86M +53,900 +17%
Schroder Investment Management Group
224
Schroder Investment Management Group
United Kingdom
$19.4M +$16.9M +318,231 +670%
MIM
225
MetLife Investment Management
New Jersey
$19.2M +$3.62M +68,209 +23%
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