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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 %
API
626
Advisor Partners II
California
$2.47M +$2.47M +34,320 New
QOP
627
Quinn Opportunity Partners
Virginia
$2.47M -$302K -4,200 -11%
VI
628
Vestcor Inc
New Brunswick, Canada
$2.46M +$37.4K +521 +2%
MMA
629
Miracle Mile Advisors
California
$2.46M +$4.17K +58 +0.2%
BCM
630
Brookstone Capital Management
Illinois
$2.43M +$2.43M +33,776 New
FMI
631
F/M Investments
District of Columbia
$2.41M +$2.41M +33,565 New
CBT
632
Central Bank & Trust
Kentucky
$2.41M +$452K +6,294 +23%
PWM
633
Perigon Wealth Management
California
$2.39M +$119K +1,658 +5%
IAS
634
Investment Advisory Services
Texas
$2.33M +$11.6K +161 +0.5%
CC
635
Courier Capital
New York
$2.31M -$26.2K -365 -1%
SWP
636
Stratos Wealth Partners
Ohio
$2.3M -$53.8K -748 -2%
WOC
637
West Oak Capital
California
$2.3M +$35.2K +490 +2%
RSC
638
Red Spruce Capital
Pennsylvania
$2.3M – – –
WANY
639
Wealthspire Advisors (New York)
New York
$2.3M +$40.5K +564 +2%
HA
640
Harfst & Associates
Wyoming
$2.3M +$268K +3,735 +13%
BCWM
641
Bartlett & Co Wealth Management
Ohio
$2.25M -$23.6K -329 -1%
BC
642
Bartlett & Co
Ohio
$2.25M -$23.6K -329 -1%
GIP
643
Granite Investment Partners
California
$2.23M -$580K -8,075 -21%
ONB
644
Old National Bancorp
Indiana
$2.22M -$109K -1,514 -5%
Wolverine Trading
645
Wolverine Trading
Illinois
$2.21M -$35.3K -486 -2%
AA
646
Ancora Advisors
Ohio
$2.21M +$42.3K +588 +2%
JIC
647
Johnson Investment Counsel
Ohio
$2.2M +$29.8K +414 +1%
CP
648
CenterBook Partners
Connecticut
$2.18M -$1.23M -17,067 -36%
VFA
649
Voya Financial Advisors
Connecticut
$2.17M +$44.2K +609 +2%
MUAMU
650
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.16M – – –
24 25
26
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