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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 %
BIM
726
Bridges Investment Management
Nebraska
$1.92M -$17.5K -208 -0.9%
VFA
727
Valeo Financial Advisors
Indiana
$1.92M +$16.2K +192 +0.9%
ANI
728
American National Insurance
Texas
$1.9M -$420K -4,975 -18%
BFG
729
Beacon Financial Group
Texas
$1.89M -$4.89K -56 -0.3%
TNB
730
Thomasville National Bank
Georgia
$1.89M -$57.7K -685 -3%
GJIC
731
Gamble Jones Investment Counsel
California
$1.88M +$253 +3 +0%
CW
732
CreativeOne Wealth
Kansas
$1.86M +$1.86M +22,052 New
GCA
733
Genesee Capital Advisors
New York
$1.86M +$1.86M +22,038 New
JSL
734
JT Stratford LLC
Georgia
$1.85M -$27.2K -322 -1%
BCM
735
Birmingham Capital Management
Alabama
$1.85M -$114K -1,350 -6%
Vontobel Holding
736
Vontobel Holding
Switzerland
$1.85M +$129K +1,452 +7%
LBA
737
Letko, Brosseau & Associates
Quebec, Canada
$1.84M – – –
SSIM
738
Sheets Smith Investment Management
Texas
$1.84M +$56.8K +674 +3%
CBT
739
Central Bank & Trust
Kentucky
$1.84M -$23.5K -279 -1%
HPCM
740
High Pointe Capital Management
Illinois
$1.84M -$164K -1,950 -8%
KLC
741
Knowledge Leaders Capital
Colorado
$1.82M +$85.6K +1,015 +5%
LCM
742
Linker Capital Management
Kentucky
$1.81M – – –
GT
743
Greenleaf Trust
Michigan
$1.8M +$67.5K +800 +4%
PA
744
Profund Advisors
Maryland
$1.79M -$210K -2,491 -11%
LCM
745
Leisure Capital Management
California
$1.78M -$8.43K -100 -0.5%
EIP
746
Epoch Investment Partners
New York
$1.77M +$1.77M +21,031 New
FTDI
747
First Trust Direct Indexing
Massachusetts
$1.77M +$59.8K +709 +3%
BSW
748
Buckingham Strategic Wealth
Missouri
$1.77M +$19.9K +236 +1%
AWP
749
Accretive Wealth Partners
New Jersey
$1.73M +$6.24K +74 +0.4%
HPC
750
HM Payson & Co
Maine
$1.73M +$10.5K +125 +0.6%
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