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Charles Schwab
SCHW

Overview Fund Activity

1,558 hedge funds and large institutions have $112B invested in Charles Schwab in 2022 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 601 increasing their positions, 585 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,558
Holders Change
+61
Holders Change %
+4.07%
% of All Funds
24.66%
Holding in Top 10
87
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.75%
% of All Funds
1.38%
New
166
Increased
601
Reduced
585
Closed
90
Calls
$633M
Puts
$787M
Net Calls
-$154M
Net Calls Change
-$107M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.94B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$988M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$617M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$305M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$254M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.19B
2
Primecap Management
Primecap Management
California
-$890M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$362M
4
Citigroup
Citigroup
New York
-$316M
5
Parnassus Investments
Parnassus Investments
California
-$284M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYAM
401
Meiji Yasuda Asset Management
Japan
$9.08M +$1.25M +14,803 +16%
HDIM
402
Hanson & Doremus Investment Management
Vermont
$9.06M -$81.6K -968 -0.9%
FHB
403
First Hawaiian Bank
Hawaii
$8.98M -$357K -4,239 -4%
EMPI
404
Elo Mutual Pension Insurance
Finland
$8.98M -$281K -3,330 -3%
YCM
405
Yost Capital Management
Texas
$8.94M -$5.9M -70,000 -40%
DILIC
406
Dai-ichi Life Insurance Company
Japan
$8.92M – – –
1C
407
1623 Capital
Virginia
$8.85M – – –
BRA
408
Biechele Royce Advisors
Indiana
$8.81M -$341K -4,047 -4%
TW
409
Transform Wealth
Colorado
$8.79M +$228K +2,704 +3%
BPC
410
Banque Pictet & Cie
Switzerland
$8.72M -$1.04M -12,358 -11%
BBA
411
BLB&B Advisors
Pennsylvania
$8.71M +$865K +10,263 +11%
FFBTD
412
First Financial Bank - Trust Division
Ohio
$8.64M +$350K +4,153 +4%
WIA
413
Westbourne Investment Advisors
Maryland
$8.5M -$258K -3,057 -3%
NFC
414
Northeast Financial Consultants
Connecticut
$8.48M +$169 +2 +0%
GI
415
GAMCO Investors
Connecticut
$8.35M -$759K -9,000 -8%
Wealthfront Advisers
416
Wealthfront Advisers
California
$8.34M -$1.1M -13,020 -12%
HR
417
Howe & Rusling
New York
$8.27M -$136K -1,617 -2%
FMC
418
First Merchants Corp
Indiana
$8.22M -$166K -1,969 -2%
BPA
419
Beacon Pointe Advisors
California
$8.19M +$4.43M +52,567 +118%
VCM
420
Vetamer Capital Management
California
$8.19M +$895K +10,615 +12%
CWM
421
Calamos Wealth Management
Illinois
$8.1M -$220K -2,606 -3%
BWFA
422
Baltimore-Washington Financial Advisors
Maryland
$8.09M -$672K -10,309 -8%
KRS
423
Kentucky Retirement Systems
Kentucky
$8.08M +$582K +6,906 +8%
AWM
424
Altium Wealth Management
New York
$8.04M +$3.21M +38,072 +66%
Cerity Partners
425
Cerity Partners
New York
$8.03M -$254K -3,661 -3%
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