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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 %
EAM
851
Eagle Asset Management
Florida
$1.12M -$42.8K -508 -4%
CAI
852
Capital Advisors Inc
Oklahoma
$1.12M +$16.3K +193 +1%
CGL
853
Clarius Group LLC
Washington
$1.12M – – –
EWM
854
Evermay Wealth Management
Virginia
$1.11M -$25.3K -300 -2%
BP
855
Ballentine Partners
Massachusetts
$1.1M +$20.3K +241 +2%
SFA
856
Sequoia Financial Advisors
Ohio
$1.1M +$223K +2,648 +25%
PFA
857
Professional Financial Advisors
Nebraska
$1.1M -$218K -2,591 -17%
SRC
858
Sage Rhino Capital
California
$1.1M -$81.9K -971 -7%
AT
859
Arden Trust
Delaware
$1.09M -$94.7K -1,123 -8%
GBT
860
Grove Bank & Trust
Florida
$1.09M +$4.22K +50 +0.4%
ECM
861
ExodusPoint Capital Management
New York
$1.08M +$1.08M +12,822 New
FFM
862
Forum Financial Management
Illinois
$1.08M +$5.98K +71 +0.6%
SAM
863
Summit Asset Management
Tennessee
$1.08M +$100K +1,192 +10%
SPIA
864
Steward Partners Investment Advisory
New York
$1.08M -$142K -1,686 -12%
FMAEN1
865
Fund Management at Engine No 1
California
$1.07M +$1.07M +12,727 New
BWA
866
Bordeaux Wealth Advisors
California
$1.07M +$12.9K +153 +1%
LS
867
Livforsakringsbolaget Skandia
Sweden
$1.07M – – –
WAS
868
WESPAC Advisors SoCal
California
$1.06M +$625K +7,420 +143%
BMCM
869
Burns Matteson Capital Management
New York
$1.06M +$70K +830 +7%
WFA
870
West Financial Advisors
Iowa
$1.06M – – –
GAM
871
Gemmer Asset Management
California
$1.06M -$338K -4,014 -24%
CIA
872
Cascade Investment Advisors
Oregon
$1.06M -$44K -522 -4%
QCG
873
Quadrant Capital Group
Ohio
$1.05M +$39.2K +465 +4%
SLF
874
Sun Life Financial
Ontario, Canada
$1.05M -$35.1K -417 -3%
SBH
875
Segall Bryant & Hamill
Illinois
$1.04M – – –
33 34
35
36 37