SCHW icon

Charles Schwab
SCHW

Overview Fund Activity

1,510 hedge funds and large institutions have $97.8B invested in Charles Schwab in 2022 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 644 increasing their positions, 486 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
+29
Holders Change %
+1.96%
% of All Funds
26.11%
Holding in Top 10
110
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+52.78%
% of All Funds
1.9%
New
156
Increased
644
Reduced
486
Closed
105
Calls
$923M
Puts
$829M
Net Calls
+$93.9M
Net Calls Change
+$94.6M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.79B
2
GQG Partners
GQG Partners
Florida
$1.19B
3
Fisher Asset Management
Fisher Asset Management
Washington
$1.11B
4
Boston Partners
Boston Partners
Massachusetts
$747M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$250M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.66B
2
Primecap Management
Primecap Management
California
$378M
3
BlackRock
BlackRock
New York
$7.4B
4
Goldman Sachs
Goldman Sachs
New York
$573M
5
Capital Research Global Investors
Capital Research Global Investors
California
$326M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
276
Abeille Asset Management
France
$20.4M -$14M -194,271 -41%
Allianz Asset Management
277
Allianz Asset Management
Germany
$20.3M -$170M -2,367,519 -89%
JHP
278
James Hambro & Partners
United Kingdom
$20.2M +$20.2M +281,398 New
FRAF
279
Första AP-fonden
Sweden
$19.7M +$86.2K +1,200 +0.4%
URS
280
Utah Retirement Systems
Utah
$19.6M +$93.4K +1,300 +0.5%
CIM
281
Confluence Investment Management
Missouri
$19.6M +$348K +4,836 +2%
GG
282
Greenwood Gearhart
Arkansas
$18.8M +$368K +5,124 +2%
HWCM
283
Hudson Way Capital Management
Texas
$18.7M +$2.63M +36,593 +16%
Citadel Advisors
284
Citadel Advisors
Florida
$18.4M -$91.3M -1,270,172 -83%
LOAMS
285
Lombard Odier Asset Management (Switzerland)
Switzerland
$18.3M -$310K -4,317 -2%
NYLIM
286
New York Life Investment Management
New York
$18.2M +$88.4K +1,230 +0.5%
II
287
IFM Investors
Australia
$18.2M +$104K +1,449 +0.6%
RJFSA
288
Raymond James Financial Services Advisors
Florida
$18.2M +$3.87M +53,855 +27%
Public Employees Retirement Association of Colorado
289
Public Employees Retirement Association of Colorado
Colorado
$18M +$875K +12,170 +5%
X
290
Xponance
Pennsylvania
$17.9M +$1.76M +24,429 +11%
EWA
291
Exencial Wealth Advisors
Oklahoma
$17.7M +$275K +3,831 +2%
BA
292
Bridgewater Associates
Connecticut
$17.6M -$15.7M -218,547 -47%
EWM
293
Evercore Wealth Management
New York
$17.5M -$840K -11,684 -5%
GG
294
Gofen & Glossberg
Illinois
$17.4M -$139K -1,935 -0.8%
CC
295
Cornerstone Capital
California
$17.2M +$622K +8,655 +4%
HighTower Advisors
296
HighTower Advisors
Illinois
$17.1M +$822K +11,444 +5%
Jane Street
297
Jane Street
New York
$17.1M +$6.05M +84,193 +55%
CCM
298
Cohen Capital Management
California
$16.6M – – –
TBA
299
Tower Bridge Advisors
Pennsylvania
$16.6M +$70.4K +980 +0.4%
Zurich Cantonal Bank
300
Zurich Cantonal Bank
Switzerland
$16.5M +$1.96M +27,205 +13%
10 11
12
13 14