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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 %
JG
826
Jefferies Group
New York
$1.22M +$1.22M +14,505 New
Nomura Holdings
827
Nomura Holdings
Japan
$1.22M -$1.15M -13,717 -49%
UCFA
828
United Capital Financial Advisors
Texas
$1.22M -$425K -5,044 -26%
KF
829
Krilogy Financial
Missouri
$1.22M +$4.3K +51 +0.4%
MJRIC
830
Mogy Joel R Investment Counsel
California
$1.21M – – –
SIA
831
Schechter Investment Advisors
Michigan
$1.21M +$43K +510 +4%
WP
832
WealthSource Partners
California
$1.21M +$514K +6,093 +74%
KFP
833
KB Financial Partners
New Jersey
$1.2M +$77.5K +919 +7%
CCP
834
Carmel Capital Partners
California
$1.2M -$374K -4,432 -24%
Lido Advisors
835
Lido Advisors
California
$1.2M +$383K +4,541 +47%
HCM
836
HMS Capital Management
Tennessee
$1.19M +$1.19M +14,132 New
CFB
837
Cullen/Frost Bankers
Texas
$1.19M +$6.66K +79 +0.6%
LWAM
838
Legacy Wealth Asset Management
Minnesota
$1.19M -$49.1K -582 -4%
LCM
839
Laurion Capital Management
New York
$1.19M +$1.19M +14,050 New
ACG
840
Allen Capital Group
Nebraska
$1.18M -$239K -2,841 -17%
TAM
841
Trust Asset Management
Texas
$1.18M +$44.4K +527 +4%
YIH
842
Y-Intercept (HK)
Hong Kong
$1.16M +$1.16M +13,812 New
WEG
843
World Equity Group
Illinois
$1.16M +$1.16M +13,790 New
PWW
844
Pettyjohn Wood & White
Virginia
$1.16M +$14.8K +175 +1%
PWMAG
845
Pinnacle Wealth Management Advisory Group
New Jersey
$1.16M +$99.1K +1,176 +9%
SB
846
Strategic Blueprint
Georgia
$1.15M +$581K +6,888 +101%
LSAG
847
Lake Street Advisors Group
New Hampshire
$1.15M +$48.6K +577 +4%
WS
848
Wedbush Securities
California
$1.14M -$30.1K -357 -3%
PTP
849
Platform Technology Partners
New York
$1.14M -$23.7K -281 -2%
AssetMark Inc
850
AssetMark Inc
California
$1.12M +$815K +9,666 +266%
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