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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 %
CW
826
CreativeOne Wealth
Kansas
$1.38M -$31.2K -374 -2%
TP
827
Tranquility Partners
Tennessee
$1.38M -$51.5K -618 -4%
BCAM
828
Boston Common Asset Management
Massachusetts
$1.38M – – –
GBA
829
Garrison Bradford & Associates
New York
$1.38M +$999K +12,000 +264%
AIM
830
Anchor Investment Management
South Carolina
$1.35M +$393K +4,722 +41%
KFP
831
KB Financial Partners
New Jersey
$1.35M -$70.1K -842 -5%
AC
832
Annandale Capital
Texas
$1.34M – – –
DPIM
833
Duff & Phelps Investment Management
Illinois
$1.34M – – –
MJRIC
834
Mogy Joel R Investment Counsel
California
$1.33M +$139K +1,674 +12%
HI
835
Horizon Investments
North Carolina
$1.33M +$907K +10,929 +214%
FFS
836
Founders Financial Securities
Maryland
$1.33M +$64.2K +771 +5%
BP
837
Ballentine Partners
Massachusetts
$1.33M +$55.7K +669 +4%
WHCI
838
W.H. Cornerstone Investments
Massachusetts
$1.32M +$131K +1,579 +11%
CGL
839
Clarius Group LLC
Washington
$1.3M +$62.8K +755 +5%
HCM
840
Hall Capital Management
Rhode Island
$1.29M +$37.3K +448 +3%
WEG
841
World Equity Group
Illinois
$1.29M -$6.99K -84 -0.5%
FIM
842
Fruth Investment Management
Texas
$1.29M – – –
QCG
843
Quadrant Capital Group
Ohio
$1.29M +$98.6K +1,184 +8%
JFA
844
JNBA Financial Advisors
Minnesota
$1.29M -$13.9K -167 -1%
SFA
845
Sequoia Financial Advisors
Ohio
$1.29M +$498K +5,978 +63%
USCWA
846
U.S. Capital Wealth Advisors
Texas
$1.28M -$21.4K -257 -2%
PWA
847
Providence Wealth Advisors
Illinois
$1.28M +$1.91K +23 +0.1%
NAM
848
NorthCrest Asset Manangement
Minnesota
$1.28M -$266K -3,191 -17%
CAG
849
Csenge Advisory Group
Florida
$1.27M -$36.1K -434 -3%
DWM
850
Destination Wealth Management
California
$1.26M -$36.1K -433 -3%
32 33
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