SCHW icon

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
$2.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.36B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.99B
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$500M
5
Vanguard Group
Vanguard Group
Pennsylvania
$10.1B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.84B
2
Primecap Management
Primecap Management
California
$1.5B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$6.53B
4
Citigroup
Citigroup
New York
$587M
5
Parnassus Investments
Parnassus Investments
California
$1.15B
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$829M +$51.5M +610,944 +7%
American Century Companies
27
American Century Companies
Missouri
$766M -$93.2M -1,106,029 -11%
Goldman Sachs
28
Goldman Sachs
New York
$749M +$1.11M +13,197 +0.1%
Artisan Partners
29
Artisan Partners
Wisconsin
$705M +$113M +1,336,740 +19%
RCG
30
Ruane, Cunniff & Goldfarb
New York
$695M -$20.5M -243,381 -3%
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$690M +$49.4M +586,322 +8%
UBS AM
32
UBS AM
Illinois
$689M -$16.6M -196,348 -2%
Amundi
33
Amundi
France
$636M -$93.2M -1,159,320 -13%
Boston Partners
34
Boston Partners
Massachusetts
$635M -$40.7M -483,677 -6%
DCP
35
DSM Capital Partners
Florida
$631M +$33.4M +395,849 +6%
Morgan Stanley
36
Morgan Stanley
New York
$608M +$44M +521,608 +8%
Baillie Gifford & Co
37
Baillie Gifford & Co
United Kingdom
$588M -$45M -533,405 -7%
Citigroup
38
Citigroup
New York
$587M -$316M -3,751,544 -35%
EVM
39
Eaton Vance Management
Massachusetts
$580M +$16.5M +195,300 +3%
Charles Schwab
40
Charles Schwab
California
$577M +$14.6M +173,073 +3%
Ninety One (UK)
41
Ninety One (UK)
United Kingdom
$559M +$11.4M +135,069 +2%
BAMCO Inc
42
BAMCO Inc
New York
$548M -$1.9M -22,502 -0.3%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$500M +$305M +3,622,196 +157%
PTC
44
Provident Trust Company
Wisconsin
$496M -$948K -11,240 -0.2%
AIM
45
Allen Investment Management
New York
$479M +$11.4M +135,146 +2%
PPA
46
Parametric Portfolio Associates
Washington
$477M +$23.7M +280,735 +5%
Deutsche Bank
47
Deutsche Bank
Germany
$475M +$69.7M +826,216 +17%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$474M +$28M +332,232 +6%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$454M -$15.9M -188,411 -3%
Franklin Resources
50
Franklin Resources
California
$444M -$3.05M -36,157 -0.7%
1
2
3 4 5