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Charles Schwab
SCHW

Overview Fund Activity

1,510 hedge funds and large institutions have $97.8B invested in Charles Schwab in 2022 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 644 increasing their positions, 486 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
+29
Holders Change %
+1.96%
% of All Funds
26.11%
Holding in Top 10
110
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+52.78%
% of All Funds
1.9%
New
156
Increased
644
Reduced
486
Closed
105
Calls
$923M
Puts
$829M
Net Calls
+$93.9M
Net Calls Change
+$94.6M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$1.42B
2
GQG Partners
GQG Partners
Florida
+$1.19B
3
Fisher Asset Management
Fisher Asset Management
Washington
+$1.11B
4
Boston Partners
Boston Partners
Massachusetts
+$202M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$193M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$898M
2
Primecap Management
Primecap Management
California
-$432M
3
BlackRock
BlackRock
New York
-$321M
4
Goldman Sachs
Goldman Sachs
New York
-$241M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
IMRF
576
Illinois Municipal Retirement Fund
Illinois
$3.15M – – –
RC
577
RegentAtlantic Capital
New Jersey
$3.15M +$348K +4,840 +12%
MCC
578
Malaga Cove Capital
California
$3.15M -$3.23K -45 -0.1%
MFAM
579
Motley Fool Asset Management
Virginia
$3.14M -$19.2K -267 -0.6%
ECM
580
Everence Capital Management
Indiana
$3.13M – – –
V
581
Veritable
Delaware
$3.11M -$939K -13,059 -23%
PI
582
Pettee Investors
Connecticut
$3.1M – – –
BC
583
Burleson & Co
California
$3.1M +$9.42K +131 +0.3%
GIM
584
Goelzer Investment Management
Indiana
$3.08M +$318K +4,424 +12%
PF
585
Phoenix Financial
Israel
$3.07M +$238K +3,271 +8%
ACG
586
Allen Capital Group
Nebraska
$3.03M +$279K +3,884 +10%
KA
587
Kintegral Advisory
New York
$3.02M – – –
SAMC
588
Spectrum Asset Management (California)
California
$3M +$88.8K +1,236 +3%
FI
589
Fosun International
China
$2.99M +$265K +3,690 +10%
MSR
590
Main Street Research
Connecticut
$2.99M +$44.1K +613 +1%
RC
591
Roundview Capital
New Jersey
$2.99M +$49.7K +691 +2%
SCM
592
SOL Capital Management
Maryland
$2.97M – – –
HKIMG
593
Hutchens & Kramer Investment Management Group
Indiana
$2.97M +$497K +6,789 +20%
BBA
594
Baader Bank Aktiengesellschaft
Germany
$2.96M +$190K +2,650 +7%
HPCM
595
Hunter Perkins Capital Management
Illinois
$2.96M – – –
AT
596
American Trust
Kentucky
$2.95M +$760K +10,570 +35%
SWM
597
Sculati Wealth Management
Michigan
$2.94M +$18.3K +254 +0.6%
LFRG
598
Lazard Frères Gestion
France
$2.89M -$16.9K -235 -0.6%
UAM
599
UAS Asset Management
New York
$2.88M -$719K -10,000 -20%
PHIC
600
Pine Haven Investment Counsel
Massachusetts
$2.87M +$72 +1 +0%
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