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Charles Schwab
SCHW

Overview Fund Activity

1,616 hedge funds and large institutions have $130B invested in Charles Schwab in 2022 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 647 increasing their positions, 541 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,616
Holders Change
+106
Holders Change %
+7.02%
% of All Funds
26.07%
Holding in Top 10
130
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.18%
% of All Funds
2.1%
New
210
Increased
647
Reduced
541
Closed
78
Calls
$1.19B
Puts
$1.2B
Net Calls
-$14.3M
Net Calls Change
-$108M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$18.8B
2
Morgan Stanley
Morgan Stanley
New York
+$713M
3
Bank of America
Bank of America
North Carolina
+$697M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$369M
5
BlackRock
BlackRock
New York
+$325M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$989M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$911M
3
DCP
DSM Capital Partners
Florida
-$366M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$310M
5
Dodge & Cox
Dodge & Cox
California
-$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
726
Industrial Alliance Investment Management
Quebec, Canada
$1.95M – – –
CP
727
CenterBook Partners
Connecticut
$1.95M -$577K -6,935 -23%
CWM
728
Chemistry Wealth Management
New York
$1.94M +$622K +7,473 +47%
PAM
729
Private Asset Management
California
$1.94M -$229K -2,746 -11%
HNB
730
Huntington National Bank
Ohio
$1.93M +$65.6K +788 +4%
FIA
731
Foundations Investment Advisors
Arizona
$1.92M -$326K -3,921 -15%
S
732
Seeyond
France
$1.9M +$537K +6,453 +39%
MAS
733
Meeder Advisory Services
Ohio
$1.89M +$1.89M +22,715 New
S
734
SignatureFD
Georgia
$1.89M +$176K +2,115 +10%
AP
735
Appleton Partners
Massachusetts
$1.88M -$188K -2,264 -9%
HG
736
Herbst Group
Connecticut
$1.86M -$533K -6,400 -22%
BSW
737
Buckingham Strategic Wealth
Missouri
$1.86M -$70.7K -849 -4%
FTDI
738
First Trust Direct Indexing
Massachusetts
$1.84M +$85.4K +1,026 +5%
HPC
739
HM Payson & Co
Maine
$1.83M +$64.9K +779 +4%
BIM
740
Bridges Investment Management
Nebraska
$1.83M – – –
ETCM
741
Evolutionary Tree Capital Management
Virginia
$1.82M -$319K -3,834 -15%
LBA
742
Letko, Brosseau & Associates
Quebec, Canada
$1.82M – – –
SC
743
Sonen Capital
California
$1.82M +$50.9K +611 +3%
BCM
744
Birmingham Capital Management
Alabama
$1.81M -$18.3K -220 -1%
HCA
745
Harbour Capital Advisors
Virginia
$1.79M -$80.9K -987 -4%
DEA
746
DoubleLine ETF Adviser
Florida
$1.79M +$1.79M +21,495 New
LCM
747
Linker Capital Management
Kentucky
$1.79M – – –
WA
748
Wealth Alliance
New York
$1.79M +$51.6K +620 +3%
ACS
749
Archford Capital Strategies
Illinois
$1.79M +$175K +2,105 +11%
SIA
750
Schechter Investment Advisors
Michigan
$1.77M -$23.9K -287 -1%
28 29
30
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