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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 %
M&T Bank
201
M&T Bank
New York
$32.8M +$174K +2,674 +0.5%
SCM
202
Stamina Capital Management
New York
$32.2M +$2.42M +37,061 +8%
SAM
203
Shell Asset Management
Netherlands
$31.4M +$21M +322,766 +203%
GWM
204
Greenwich Wealth Management
Connecticut
$31.3M -$1.37K -21 -0%
Natixis Advisors
205
Natixis Advisors
Massachusetts
$30.7M -$1.15M -17,582 -4%
LCM
206
Laurion Capital Management
New York
$30.7M +$30.7M +470,661 New
Mitsubishi UFJ Asset Management
207
Mitsubishi UFJ Asset Management
Japan
$30.6M +$3.8M +58,301 +14%
VDI
208
Vaughan David Investments
Illinois
$30.5M -$54.5K -836 -0.2%
Teacher Retirement System of Texas
209
Teacher Retirement System of Texas
Texas
$30M +$20.9M +320,867 +230%
Aviva
210
Aviva
United Kingdom
$30M -$135K -2,068 -0.4%
FAF
211
Fjarde Ap-fonden
Sweden
$29.4M +$13K +200 +0%
DAM
212
Davis Asset Management
California
$28.3M – – –
ASRS
213
Arizona State Retirement System
Arizona
$28.1M -$1.54M -23,570 -5%
Man Group
214
Man Group
United Kingdom
$28.1M +$21.6M +331,618 +333%
BCIM
215
British Columbia Investment Management
British Columbia, Canada
$28M -$493K -7,570 -2%
AAM
216
Aureus Asset Management
Massachusetts
$27.4M +$745K +11,424 +3%
CAG
217
Crestwood Advisors Group
Massachusetts
$27.3M +$984K +15,102 +4%
WGAM
218
Wilkinson Global Asset Management
New York
$27.3M +$27.3M +418,135 New
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$26.8M -$2.28M -34,951 -8%
Handelsbanken Fonder
220
Handelsbanken Fonder
Sweden
$26.7M -$928K -14,237 -3%
TRSOTSOK
221
Teachers Retirement System of the State of Kentucky
Kentucky
$26.7M +$18.9M +290,612 +243%
AIM
222
Artemis Investment Management
United Kingdom
$26.4M -$9.08M -139,395 -26%
Calamos Advisors
223
Calamos Advisors
Illinois
$26M -$5.12M -78,487 -16%
GC
224
Gillson Capital
Illinois
$25.7M +$16.4M +250,875 +175%
1832 Asset Management
225
1832 Asset Management
Ontario, Canada
$25.6M +$24.9M +382,547 +3,530%
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