Charles Schwab : Monthly Mutual Fund and Exchange-Trades Funds Net Buys (Sells) Activity Report For April 2021
May 14, 2021 at 06:53 pm IST
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The Charles Schwab Corporation Monthly Mutual Fund and Exchange-Trades Funds Net Buys (Sells) Activity Report For April 2021
2020
2021
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Apr
Mutual Fund and Exchange-Traded Fund
Net Buys (Sells) (in millions of dollars)
Equities:
Large Capitalization Stock
(693)
(768)
(1,254)
(2,536)
(1,422)
(1,360)
(935)
4,454
3,693
(1,604)
3,143
6,447
5,949
Small / Mid Capitalization Stock
151
(401)
(1,063)
(1,476)
(441)
(497)
(753)
2,431
2,293
1,841
1,492
1,995
418
International
(2,207)
(1,953)
(1,580)
(773)
230
370
168
2,110
4,112
4,330
4,439
4,323
3,476
Specialized
2,059
1,512
1,020
1,505
906
115
215
1,985
3,777
3,667
5,172
3,536
3,579
Total Equities
(690)
(1,610)
(2,877)
(3,280)
(727)
(1,372)
(1,305)
10,980
13,875
8,234
14,246
16,301
13,422
Hybrid
(860)
(518)
(97)
(769)
(124)
(12)
(553)
(402)
359
407
832
1,133
877
Bonds:
Taxable Bond
1,642
5,469
9,215
7,314
7,680
5,734
5,904
4,825
10,004
10,922
8,418
6,584
7,589
Tax-Free Bond
(242)
805
1,710
1,297
1,648
1,123
861
1,131
2,165
2,679
916
1,653
1,351
Total Bonds
1,400
6,274
10,925
8,611
9,328
6,857
6,765
5,956
12,169
13,601
9,334
8,237
8,940
Note: Represents the principal value of client mutual fund and ETF transactions handled by Schwab, including transactions in proprietary mutual funds and ETFs. Includes institutional funds available only to Investment Managers. Excludes money market fund transactions.
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Disclaimer
The Charles Schwab Corporation published this content on 14 May 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 14 May 2021 13:22:01 UTC.
The Charles Schwab Corporation specializes in brokerage and banking services. Net sales break down by activity as follows:
- brokerage and banking services to individual investors (73.6%);
- investment services to institutional investors (26.4%). Besides, the group proposes retirement plans services.
At the end of 2020, the products and services are ensured through a network of over 400 offices located in the United States. Moreover, The Charles Schwab Corporation is present in the United Kingdom, Porto Rico, Hong Kong and Singapor.