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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 %
PWMAG
776
Pinnacle Wealth Management Advisory Group
New Jersey
$1.64M +$68.1K +818 +4%
PCM
777
Prelude Capital Management
New York
$1.64M +$1.64M +19,718 New
B
778
Bensler
Washington
$1.64M +$52.3K +628 +3%
DIS
779
Diversified Investment Strategies
Louisiana
$1.63M +$167 +2 +0%
CIA
780
Cascade Investment Advisors
Oregon
$1.59M +$8.33K +100 +0.5%
RWA
781
Roberts Wealth Advisors
California
$1.58M -$10K -122 -0.6%
ESB
782
Essex Savings Bank
Connecticut
$1.58M +$2K +24 +0.1%
HCM
783
Hodges Capital Management
Texas
$1.57M +$150K +1,796 +11%
RBA
784
Richard Bernstein Advisors
New York
$1.56M – – –
VAS
785
Vestmark Advisory Solutions
Massachusetts
$1.56M +$253K +3,039 +19%
PCM
786
Penserra Capital Management
California
$1.56M +$1.53M +18,330 +4,537%
RA
787
RiverPark Advisors
New York
$1.56M -$619K -7,440 -28%
SFS
788
Sowell Financial Services
Arkansas
$1.56M +$703K +8,438 +82%
CI
789
Cigna Investments
Connecticut
$1.55M +$4K +48 +0.3%
SG Americas Securities
790
SG Americas Securities
New York
$1.55M -$3.73M -44,824 -71%
RMDI
791
R.M. Davis Inc
Maine
$1.55M +$9.66K +116 +0.6%
NC
792
NovaPoint Capital
Georgia
$1.55M -$93.1K -1,118 -6%
AWS
793
AJ Wealth Strategies
New York
$1.54M +$1.08K +13 +0.1%
FSA
794
Franklin Street Advisors
North Carolina
$1.53M -$112K -1,350 -7%
FT
795
Fiduciary Trust
Massachusetts
$1.52M -$31.6K -379 -2%
AWM
796
Avior Wealth Management
Nebraska
$1.52M -$57K -685 -4%
MMC
797
Mizuho Markets Cayman
Cayman Islands
$1.51M +$554K +6,659 +58%
AI
798
AXS Investments
New York
$1.51M +$296K +3,552 +24%
SFA
799
Semmax Financial Advisors
North Carolina
$1.51M +$143K +1,712 +10%
HAM
800
Hedges Asset Management
Nevada
$1.5M – – –
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