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Charles Schwab
SCHW

Overview Fund Activity

1,616 hedge funds and large institutions have $130B invested in Charles Schwab in 2022 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 647 increasing their positions, 541 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,616
Holders Change
+106
Holders Change %
+7.02%
% of All Funds
26.07%
Holding in Top 10
130
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.18%
% of All Funds
2.1%
New
210
Increased
647
Reduced
541
Closed
78
Calls
$1.19B
Puts
$1.2B
Net Calls
-$14.3M
Net Calls Change
-$108M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$18.8B
2
Morgan Stanley
Morgan Stanley
New York
+$713M
3
Bank of America
Bank of America
North Carolina
+$697M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$369M
5
BlackRock
BlackRock
New York
+$325M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$989M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$911M
3
DCP
DSM Capital Partners
Florida
-$366M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$310M
5
Dodge & Cox
Dodge & Cox
California
-$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
H
451
HoyleCohen
California
$7.17M -$65.5K -787 -0.9%
PFP
452
Pinnacle Financial Partners
Tennessee
$7.15M -$7.08K -85 -0.1%
FDCDDQ
453
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.02M +$79.2K +951 +1%
AAF
454
Andra AP-fonden
Sweden
$7.01M +$749K +9,000 +12%
VNA
455
Valley National Advisers
Pennsylvania
$7.01M -$51.7K -620 -0.7%
HCMT
456
Highland Capital Management (Tennessee)
Tennessee
$6.98M +$58K +697 +0.8%
PMG
457
ProVise Management Group
Florida
$6.98M +$3.79M +45,527 +119%
AAIM
458
American Assets Investment Management
California
$6.8M – – –
SIM
459
Seaview Investment Managers
Florida
$6.8M -$1.56M -18,777 -19%
PP
460
Prudential plc
United Kingdom
$6.79M +$4.71M +56,518 +226%
EGA
461
Eagle Global Advisors
Texas
$6.76M +$69.9K +840 +1%
NB
462
Norinchukin Bank
Japan
$6.75M -$2.15M -25,789 -24%
IG
463
ING Group
Netherlands
$6.73M +$6.73M +80,840 New
YCM
464
Yost Capital Management
Texas
$6.71M – – –
FWIA
465
Fort Washington Investment Advisors
Ohio
$6.7M +$1.56M +18,738 +30%
SCA
466
Snowden Capital Advisors
New York
$6.54M +$736K +8,835 +13%
SPIA
467
Steward Partners Investment Advisory
New York
$6.52M +$233K +2,797 +4%
BPC
468
Banque Pictet & Cie
Switzerland
$6.5M -$1.82M -21,837 -22%
CIM
469
Chapman Investment Management
California
$6.48M -$696K -8,360 -10%
TLCM
470
Twin Lakes Capital Management
California
$6.41M -$4.83K -58 -0.1%
MS
471
Marshall & Sullivan
Washington
$6.36M -$311K -3,736 -5%
SCM
472
Shelton Capital Management
Colorado
$6.33M -$10M -120,628 -61%
MGM
473
Manchester Global Management
United Kingdom
$6.32M +$6.32M +75,900 New
CA
474
Cullinan Associates
Kentucky
$6.3M -$25K -300 -0.4%
TCCM
475
Timber Creek Capital Management
Massachusetts
$6.23M -$6.24K -75 -0.1%
17 18
19
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