SCHW icon

Charles Schwab
SCHW

Overview Fund Activity

1,481 hedge funds and large institutions have $83.9B invested in Charles Schwab in 2022 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 642 increasing their positions, 507 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
-77
Holders Change %
-4.94%
% of All Funds
25.04%
Holding in Top 10
72
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.24%
% of All Funds
1.22%
New
125
Increased
642
Reduced
507
Closed
180
Calls
$640M
Puts
$640M
Net Calls
-$721K
Net Calls Change
+$154M

Top Buyers

1
PI
Putnam Investments
Massachusetts
+$551M
2
Dodge & Cox
Dodge & Cox
California
+$430M
3
Morgan Stanley
Morgan Stanley
New York
+$398M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
+$304M
5
Two Sigma Investments
Two Sigma Investments
New York
+$169M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.02B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$423M
3
Primecap Management
Primecap Management
California
-$410M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$380M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
626
Miracle Mile Advisors
California
$2.16M -$28.2K -446 -1%
HKIMG
627
Hutchens & Kramer Investment Management Group
Indiana
$2.16M +$22.6K +354 +1%
SM
628
Sciencast Management
New Jersey
$2.14M +$1.97M +28,263 +1,126%
VI
629
Vestcor Inc
New Brunswick, Canada
$2.13M +$683K +10,802 +47%
PHK
630
Point72 Hong Kong
Hong Kong
$2.12M -$4.83M -76,374 -70%
LW
631
Linscomb Wealth
Texas
$2.11M -$30.3K -479 -1%
WJWM
632
Williams Jones Wealth Management
New York
$2.11M +$73.7K +1,166 +4%
ETCM
633
Evolutionary Tree Capital Management
Virginia
$2.1M +$2.1M +33,213 New
SLI
634
Sumitomo Life Insurance
Japan
$2.08M +$35.8K +567 +2%
GAMC
635
Garner Asset Management Corp
Texas
$2.08M +$391K +6,192 +23%
SWP
636
Stratos Wealth Partners
Ohio
$2.07M -$46.3K -732 -2%
BG
637
Bollard Group
Massachusetts
$2.07M -$55.7K -882 -3%
OSAM
638
O'Shaughnessy Asset Management
Connecticut
$2.07M +$241K +3,813 +13%
CC
639
Courier Capital
New York
$2.06M -$1.64K -26 -0.1%
ONB
640
Old National Bancorp
Indiana
$2.05M +$571K +9,034 +39%
MCA
641
Martin Capital Advisors
Texas
$2.04M – – –
IAS
642
Investment Advisory Services
Texas
$2.04M -$12.6K -200 -0.6%
RSC
643
Red Spruce Capital
Pennsylvania
$2.02M -$15.2K -241 -0.7%
BC
644
Bartlett & Co
Ohio
$2M +$16.7K +264 +0.8%
BCWM
645
Bartlett & Co Wealth Management
Ohio
$2M +$16.7K +264 +0.8%
PWM
646
Perigon Wealth Management
California
$1.99M +$16.1K +255 +0.8%
WOC
647
West Oak Capital
California
$1.99M -$81.8K -1,295 -4%
EWM
648
Empirical Wealth Management
Washington
$1.99M -$22.6K -358 -1%
Carson Wealth (CWM LLC)
649
Carson Wealth (CWM LLC)
Nebraska
$1.99M +$290K +4,583 +17%
WANY
650
Wealthspire Advisors (New York)
New York
$1.99M +$1.58M +25,044 +393%
24 25
26
27 28