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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 %
SIA
751
SkyView Investment Advisors
New Jersey
$1.73M +$711K +9,108 +70%
CSIC
752
Clifford Swan Investment Counsel
California
$1.72M -$45.6K -541 -3%
ANRIA
753
American National Registered Investment Advisor
Texas
$1.72M -$34K -403 -2%
BPM
754
Bowling Portfolio Management
Ohio
$1.71M -$15.3K -182 -0.9%
SIAG
755
Signet Investment Advisory Group
Rhode Island
$1.7M -$62K -735 -4%
AIM
756
Aspen Investment Management
Michigan
$1.69M +$1.86K +22 +0.1%
GA
757
Greenhaven Associates
New York
$1.69M -$211K -2,500 -11%
CGA
758
Crescent Grove Advisors
Illinois
$1.66M +$1.52K +18 +0.1%
BRWM
759
B. Riley Wealth Management
Tennessee
$1.65M +$59.1K +701 +4%
PMG
760
ProVise Management Group
Florida
$1.65M +$190K +2,251 +13%
CG
761
Caprock Group
Idaho
$1.62M +$570K +6,762 +54%
AIP
762
Ameritas Investment Partners
Nebraska
$1.62M -$44.7K -530 -3%
S
763
SignatureFD
Georgia
$1.61M -$70.7K -838 -4%
ESB
764
Essex Savings Bank
Connecticut
$1.6M +$378K +4,490 +31%
CAN
765
Cetera Advisor Networks
California
$1.6M -$654K -7,759 -29%
MMC
766
Mizuho Markets Cayman
Cayman Islands
$1.56M +$811K +9,617 +108%
FT
767
Fiduciary Trust
Massachusetts
$1.53M -$110K -1,300 -7%
MOS
768
MGO One Seven
Ohio
$1.53M -$12.7K -151 -0.8%
GHAM
769
Gilman Hill Asset Management
Connecticut
$1.53M – – –
HAM
770
Hedges Asset Management
Nevada
$1.52M -$42.2K -500 -3%
IAIM
771
Industrial Alliance Investment Management
Quebec, Canada
$1.52M -$619K -7,344 -29%
BL
772
Balentine LLC
Georgia
$1.51M +$866K +10,273 +134%
VIA
773
Vident Investment Advisory
Georgia
$1.51M -$1.19M -14,064 -44%
EWA
774
EP Wealth Advisors
California
$1.51M +$269K +3,187 +22%
AWM
775
Avitas Wealth Management
California
$1.5M +$1.5M +17,778 New
29 30
31
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