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
+$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 %
SFM
551
Signet Financial Management
New Jersey
$4.16M +$76.8K +911 +2%
BIM
552
Bridgecreek Investment Management
Oklahoma
$4.15M +$582K +6,900 +16%
MYLI
553
Meiji Yasuda Life Insurance
Japan
$4.14M +$1.22M +14,507 +42%
FG
554
Fiduciary Group
Georgia
$4.06M -$190K -2,925 -4%
LPIC
555
LeJeune Puetz Investment Counsel
Michigan
$4.04M -$54.8K -650 -1%
WSFS
556
Wilmington Savings Fund Society
Delaware
$4.03M -$357K -4,240 -8%
IRAG
557
Investment Research & Advisory Group
Georgia
$4.02M -$2.45K -29 -0.1%
H
558
HoyleCohen
California
$3.99M +$89.1K +1,057 +2%
COI
559
Connable Office Inc
Michigan
$3.99M +$142K +1,685 +4%
MAA
560
Mraz Amerine & Associates
California
$3.97M – – –
MFAM
561
Motley Fool Asset Management
Virginia
$3.97M -$145K -1,723 -4%
SLG
562
Stanley-Laman Group
Pennsylvania
$3.91M +$365K +4,329 +10%
WB
563
Webster Bank
Connecticut
$3.86M +$71.2K +844 +2%
NA
564
NewEdge Advisors
Louisiana
$3.85M -$898K -10,653 -19%
NIC
565
Northwest Investment Counselors
Oregon
$3.81M -$72K -854 -2%
TNA
566
True North Advisors
Texas
$3.79M -$32.2K -382 -0.8%
AW
567
ACG Wealth
Georgia
$3.78M -$430K -5,106 -10%
KRSITF
568
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.74M +$458K +5,437 +14%
MSR
569
Main Street Research
Connecticut
$3.72M -$146K -1,736 -4%
MNBTD
570
Moody National Bank Trust Division
Texas
$3.71M -$436K -5,166 -11%
ANTB
571
AMG National Trust Bank
Colorado
$3.7M -$783K -9,284 -17%
SC
572
Scotia Capital
Ontario, Canada
$3.69M -$810K -9,610 -18%
CP
573
Cumberland Partners
Ontario, Canada
$3.68M -$176K -2,082 -5%
ECM
574
Everence Capital Management
Indiana
$3.67M +$402K +4,770 +12%
BC
575
Burleson & Co
California
$3.63M +$1.18K +14 +0%
21 22
23
24 25