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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 %
ACP
476
Aviance Capital Partners
Florida
$6.14M +$136K +1,614 +2%
TPCW
477
TD Private Client Wealth
New York
$6.13M -$64.6K -766 -1%
BCV
478
Banque Cantonale Vaudoise
Switzerland
$6.11M +$626K +7,427 +11%
CA
479
Cullinan Associates
Kentucky
$6.11M -$683K -8,098 -10%
MAM
480
Majedie Asset Management
United Kingdom
$5.94M -$2.86M -33,967 -32%
MCM
481
Maltese Capital Management
New York
$5.9M +$2.53M +30,000 +75%
BAMF
482
BI Asset Management Fondsmaeglerselskab
Denmark
$5.88M +$1.34M +15,849 +29%
Northwestern Mutual Wealth Management
483
Northwestern Mutual Wealth Management
Wisconsin
$5.79M +$965K +11,443 +20%
PC
484
Permanens Capital
New York
$5.79M -$3.9M -46,295 -40%
PCTC
485
Perkins Coie Trust Company
Washington
$5.75M -$153K -1,813 -3%
NMIMC
486
Northwestern Mutual Investment Management Company
Wisconsin
$5.72M +$13.2K +156 +0.2%
HWM
487
Hohimer Wealth Management
Washington
$5.66M +$134K +1,595 +2%
BPWM
488
Badgley Phelps Wealth Managers
Washington
$5.56M +$5.21M +61,773 +1,472%
FDCDDQ
489
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.55M +$403K +4,785 +8%
AMI
490
Amica Mutual Insurance
Rhode Island
$5.53M +$1.58M +18,795 +40%
HF
491
HRT Financial
New York
$5.48M +$5.48M +64,994 New
FWIA
492
Fort Washington Investment Advisors
Ohio
$5.45M -$6.75K -80 -0.1%
SWM
493
Sendero Wealth Management
Texas
$5.39M +$44.2K +524 +0.8%
SCA
494
Snowden Capital Advisors
New York
$5.37M +$785K +9,315 +17%
SWM
495
Stockman Wealth Management
Montana
$5.35M -$236K -2,798 -4%
CA
496
Cumberland Advisors
Florida
$5.34M +$5.34M +63,390 New
Voloridge Investment Management
497
Voloridge Investment Management
Florida
$5.33M +$5.33M +63,194 New
BBVA
498
Banco Bilbao Vizcaya Argentaria
Spain
$5.32M -$246K -2,936 -4%
HBCM
499
Heron Bay Capital Management
Michigan
$5.3M +$302K +3,584 +6%
IA
500
IndexIQ Advisors
New York
$5.27M -$635K -7,537 -11%
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