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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 %
SWP
626
Stratos Wealth Partners
Ohio
$2.82M +$190K +2,248 +7%
PF
627
Phoenix Financial
Israel
$2.82M +$2.42M +28,460 +598%
DWM
628
Destination Wealth Management
California
$2.8M +$372K +4,411 +15%
HKIMG
629
Hutchens & Kramer Investment Management Group
Indiana
$2.79M – – –
WOC
630
West Oak Capital
California
$2.77M -$224K -2,655 -7%
TFA
631
Teamwork Financial Advisors
Texas
$2.76M +$1.12M +13,326 +68%
CC
632
Courier Capital
New York
$2.75M -$77.7K -921 -3%
KA
633
Kerrisdale Advisers
Florida
$2.74M +$2.74M +32,550 New
IAS
634
Investment Advisory Services
Texas
$2.74M +$11.1K +132 +0.4%
SLI
635
Sumitomo Life Insurance
Japan
$2.73M -$43.7K -518 -2%
MCA
636
Martin Capital Advisors
Texas
$2.73M – – –
WJWM
637
Williams Jones Wealth Management
New York
$2.72M -$306K -3,629 -10%
RSC
638
Red Spruce Capital
Pennsylvania
$2.72M +$14.5K +172 +0.5%
CWM
639
Cordatus Wealth Management
Pennsylvania
$2.72M +$2.72M +32,199 New
RFC
640
Regions Financial Corp
Alabama
$2.7M +$10.4K +123 +0.4%
HG
641
Herbst Group
Connecticut
$2.69M -$31.6K -375 -1%
EWM
642
Empirical Wealth Management
Washington
$2.69M -$1.05M -12,420 -28%
BC
643
Bartlett & Co
Ohio
$2.65M +$2.36K +28 +0.1%
BCWM
644
Bartlett & Co Wealth Management
Ohio
$2.65M +$2.36K +28 +0.1%
PWM
645
Perigon Wealth Management
California
$2.64M +$141K +1,675 +6%
BAM
646
Blueshift Asset Management
New Jersey
$2.63M +$2.63M +31,156 New
PFO
647
Pathstone Family Office
New Jersey
$2.63M -$173K -2,048 -6%
VF
648
Virtu Financial
New York
$2.62M +$2.31M +27,398 +751%
NIMI
649
Natixis Investment Managers International
France
$2.58M +$2.58M +30,570 New
RA
650
RiverPark Advisors
New York
$2.57M -$1.41M -16,764 -35%
24 25
26
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