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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 %
AA
601
Ancora Advisors
Ohio
$3.2M -$179K -2,118 -5%
PA
602
Pinnacle Associates
New York
$3.18M +$21.1K +250 +0.7%
CCM
603
Condor Capital Management
New Jersey
$3.16M -$54.3K -644 -2%
VIM
604
VELA Investment Management
Ohio
$3.16M -$649K -7,703 -17%
WCM
605
Wunderlich Capital Managemnt
Tennessee
$3.16M -$78.6K -932 -2%
GIA
606
GHP Investment Advisors
Colorado
$3.14M +$172K +2,039 +6%
IWA
607
IBEX Wealth Advisors
New Jersey
$3.14M +$3.14M +37,218 New
Rockefeller Capital Management
608
Rockefeller Capital Management
New York
$3.13M +$293K +3,471 +10%
PI
609
Pettee Investors
Connecticut
$3.1M +$135K +1,600 +5%
BRWA
610
B. Riley Wealth Advisors
Florida
$3.09M -$332K -4,251 -10%
PFS
611
Prospera Financial Services
Texas
$3.06M +$2.71M +32,118 +762%
TC
612
Telemus Capital
Michigan
$3.05M +$173K +2,055 +6%
CA
613
Capitolis Advisors
New York
$3.05M -$40.6M -481,701 -93%
PA
614
Paragon Advisors
Texas
$3.04M +$3.04M +36,030 New
SWM
615
Salvus Wealth Management
New Jersey
$3.03M -$36.8K -437 -1%
HI
616
Horizon Investments
North Carolina
$3.01M +$2.05M +24,373 +214%
MCC
617
Malaga Cove Capital
California
$3M -$60.9K -722 -2%
CAM
618
Cresset Asset Management
Illinois
$2.99M -$144K -1,712 -5%
MBT
619
Montecito Bank & Trust
California
$2.98M +$763K +9,047 +34%
MMA
620
Miracle Mile Advisors
California
$2.92M +$1.82M +21,567 +166%
PAM
621
Panagora Asset Management
Massachusetts
$2.91M +$94.9K +1,126 +3%
TIM
622
Thompson Investment Management
Wisconsin
$2.9M – – –
CI Investments Inc
623
CI Investments Inc
Ontario, Canada
$2.87M +$970K +11,505 +51%
LW
624
Linscomb Wealth
Texas
$2.86M -$126K -1,495 -4%
BG
625
Bollard Group
Massachusetts
$2.84M -$179K -2,125 -6%
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