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Charles Schwab
SCHW

Overview Fund Activity

1,616 hedge funds and large institutions have $130B invested in Charles Schwab in 2022 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 647 increasing their positions, 541 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,616
Holders Change
+106
Holders Change %
+7.02%
% of All Funds
26.07%
Holding in Top 10
130
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.18%
% of All Funds
2.1%
New
210
Increased
647
Reduced
541
Closed
78
Calls
$1.19B
Puts
$1.2B
Net Calls
-$14.3M
Net Calls Change
-$108M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$18.8B
2
Morgan Stanley
Morgan Stanley
New York
+$713M
3
Bank of America
Bank of America
North Carolina
+$697M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$369M
5
BlackRock
BlackRock
New York
+$325M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$989M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$911M
3
DCP
DSM Capital Partners
Florida
-$366M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$310M
5
Dodge & Cox
Dodge & Cox
California
-$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHA
601
Seneca House Advisors
Virginia
$3.55M +$2.39M +28,647 +205%
PI
602
PEAK6 Investments
Illinois
$3.51M +$3.51M +42,192 New
MSR
603
Main Street Research
Connecticut
$3.49M +$28.4K +341 +0.8%
TC
604
Taika Capital
Florida
$3.46M +$3.46M +41,600 New
MFAM
605
Motley Fool Asset Management
Virginia
$3.46M -$175K -2,102 -5%
SCM
606
SOL Capital Management
Maryland
$3.44M – – –
HPCM
607
Hunter Perkins Capital Management
Illinois
$3.42M – – –
SWM
608
Sculati Wealth Management
Michigan
$3.42M +$14.5K +174 +0.4%
PC
609
Permanens Capital
New York
$3.41M -$435K -5,230 -11%
Carson Wealth (CWM LLC)
610
Carson Wealth (CWM LLC)
Nebraska
$3.39M +$307K +3,685 +10%
CTC
611
Central Trust Company
Missouri
$3.38M +$488K +5,863 +17%
CCG
612
Chatham Capital Group
Georgia
$3.37M +$285K +3,420 +9%
FI
613
Fosun International
China
$3.37M -$94.9K -1,140 -3%
CTA
614
Colonial Trust Advisors
South Carolina
$3.37M +$137K +1,641 +4%
TC
615
Telemus Capital
Michigan
$3.35M +$41.1K +486 +1%
PHIC
616
Pine Haven Investment Counsel
Massachusetts
$3.35M +$18.4K +221 +0.6%
QCM
617
Quantinno Capital Management
New York
$3.32M +$915K +10,994 +38%
KIA
618
KCM Investment Advisors
California
$3.31M +$5.58K +67 +0.2%
HKIMG
619
Hutchens & Kramer Investment Management Group
Indiana
$3.23M -$141K -1,691 -4%
QOP
620
Quinn Opportunity Partners
Virginia
$3.22M +$369K +4,434 +13%
LFRG
621
Lazard Frères Gestion
France
$3.22M -$125K -1,500 -4%
WCM
622
Wunderlich Capital Managemnt
Tennessee
$3.16M -$24.2K -291 -0.8%
WG
623
Watchman Group
Texas
$3.16M +$3.16M +37,900 New
EF
624
Empirical Finance
Pennsylvania
$3.14M +$278K +3,341 +10%
TCM
625
Twin Capital Management
Pennsylvania
$3.11M -$155K -1,860 -5%
23 24
25
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