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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 %
Cambridge Investment Research Advisors
451
Cambridge Investment Research Advisors
Iowa
$7.13M -$207K -2,459 -3%
MML Investors Services
452
MML Investors Services
Massachusetts
$7.12M +$757K +8,973 +12%
PFP
453
Pinnacle Financial Partners
Tennessee
$7.09M +$162K +1,922 +2%
OC
454
Oppenheimer & Co
New York
$7.04M -$192K -2,272 -3%
PE
455
Point72 Europe
United Kingdom
$7.03M -$2.94M -34,900 -30%
Capstone Investment Advisors
456
Capstone Investment Advisors
New York
$7.01M +$6.93M +82,217 +8,917%
IIC
457
Ironwood Investment Counsel
Arizona
$6.94M -$4.97K -59 -0.1%
AAIM
458
American Assets Investment Management
California
$6.89M – – –
ACA
459
Aptus Capital Advisors
Alabama
$6.88M -$1.74M -20,628 -20%
RGI
460
River Global Investors
United Kingdom
$6.87M -$563K -6,680 -8%
AC
461
Allstate Corporation
Illinois
$6.85M -$3.35M -39,697 -33%
Man Group
462
Man Group
United Kingdom
$6.82M -$26.5M -314,458 -80%
DC
463
Davenport & Co
Virginia
$6.79M +$432K +5,122 +7%
MS
464
Marshall & Sullivan
Washington
$6.75M -$411K -4,871 -6%
SEC
465
Seven Eight Capital
New York
$6.69M +$6.3M +74,719 +1,625%
GWM
466
Geneos Wealth Management
Colorado
$6.62M -$1.58M -18,753 -19%
TLCM
467
Twin Lakes Capital Management
California
$6.56M +$36.5K +433 +0.6%
Pacer Advisors
468
Pacer Advisors
Pennsylvania
$6.52M -$1.84M -21,827 -22%
EI
469
Ethic Inc
New York
$6.49M +$767K +9,100 +13%
AI
470
Atria Investments
North Carolina
$6.42M +$650K +7,711 +11%
AIM
471
Achmea Investment Management
Netherlands
$6.4M -$881K -10,444 -12%
WT
472
Whittier Trust
California
$6.34M -$569K -6,746 -8%
TCCM
473
Timber Creek Capital Management
Massachusetts
$6.34M -$1.06M -12,630 -14%
TIP
474
Torray Investment Partners
Maryland
$6.2M +$599K +7,102 +11%
MCM
475
Mengis Capital Management
Oregon
$6.19M +$101K +1,197 +2%
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