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 %
Wolverine Trading
651
Wolverine Trading
Illinois
$1.97M +$1.02M +15,961 +106%
PG
652
Pendal Group
Australia
$1.96M -$1.44M -22,812 -42%
AT
653
American Trust
Kentucky
$1.92M +$1.92M +30,406 New
HG
654
Herbst Group
Connecticut
$1.91M -$134K -2,100 -7%
JIC
655
Johnson Investment Counsel
Ohio
$1.91M +$11.2K +177 +0.6%
AA
656
Ancora Advisors
Ohio
$1.9M -$495K -7,834 -21%
CA
657
Capitolis Advisors
New York
$1.9M -$389K -6,159 -17%
MUAMU
658
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.9M – – –
1WA
659
180 Wealth Advisors
Washington
$1.89M -$9.71K -152 -0.5%
PMG
660
ProVise Management Group
Florida
$1.88M +$639K +10,122 +52%
PWP
661
Private Wealth Partners
California
$1.87M -$15.8K -250 -0.8%
VFA
662
Voya Financial Advisors
Connecticut
$1.86M +$951K +14,949 +104%
AWS
663
AJ Wealth Strategies
New York
$1.86M +$885 +14 +0%
SEC
664
Seven Eight Capital
New York
$1.84M -$3.17M -50,173 -63%
RJT
665
Raymond James Trust
Florida
$1.82M +$120K +1,900 +7%
EWA
666
EP Wealth Advisors
California
$1.81M +$676K +10,691 +60%
AP
667
Advisor Partners
California
$1.8M -$61.2K -969 -3%
EF
668
Empirical Finance
Pennsylvania
$1.79M +$102K +1,619 +6%
HA
669
Harfst & Associates
Wyoming
$1.78M +$98.6K +1,560 +6%
PAM
670
Private Asset Management
California
$1.77M -$39.5K -625 -2%
NGA
671
Naples Global Advisors
Florida
$1.77M +$142K +2,240 +9%
PA
672
Paragon Advisors
Texas
$1.77M -$510K -8,078 -22%
RFC
673
Regions Financial Corp
Alabama
$1.77M -$255K -4,040 -13%
WKWM
674
Walter & Keenan Wealth Management
Indiana
$1.75M +$15.1K +239 +0.9%
AP
675
Appleton Partners
Massachusetts
$1.75M -$56.8K -900 -3%
25 26
27
28 29