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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 %
SFO
851
Stokes Family Office
Louisiana
$1.26M -$52.2K -627 -4%
BPCA
852
Bank Pictet & Cie (Asia)
Singapore
$1.25M +$153K +1,839 +14%
KF
853
Krilogy Financial
Missouri
$1.25M +$34.7K +417 +3%
NCM
854
Neumann Capital Management
California
$1.25M -$24.5K -294 -2%
SG
855
Stonnington Group
California
$1.25M +$604K +7,050 +93%
Lido Advisors
856
Lido Advisors
California
$1.24M -$3.9M -46,854 -76%
WS
857
Wedbush Securities
California
$1.24M -$17.8K -214 -1%
SWA
858
Stratos Wealth Advisors
Ohio
$1.23M +$1.23M +14,767 New
IAN
859
Integrated Advisors Network
Texas
$1.22M +$926K +11,121 +311%
RA
860
Royce & Associates
New York
$1.22M – – –
UCI
861
Uncommon Cents Investing
Wisconsin
$1.22M – – –
FB
862
Fulton Bank
Pennsylvania
$1.22M +$274K +3,295 +29%
MFG
863
Merit Financial Group
Georgia
$1.21M +$35.1K +422 +3%
CCP
864
Carmel Capital Partners
California
$1.21M -$51.7K -621 -4%
WI
865
WBI Investments
New Jersey
$1.2M +$1.2M +14,464 New
IUHSA
866
Itau Unibanco Holding S.A.
Brazil
$1.2M +$1.2M +14,500 New
PO
867
Private Ocean
California
$1.19M +$163K +1,962 +16%
SB
868
Strategic Blueprint
Georgia
$1.19M -$120K -1,447 -9%
BCM
869
Brown Capital Management
Maryland
$1.18M -$141K -1,693 -11%
UCFA
870
United Capital Financial Advisors
Texas
$1.17M -$107K -1,288 -8%
NA
871
NewEdge Advisors
Louisiana
$1.16M +$52.7K +2,280 +5%
AWM
872
Apollon Wealth Management
South Carolina
$1.16M +$154K +1,846 +15%
CFB
873
Cullen/Frost Bankers
Texas
$1.16M -$15K -180 -1%
CCA
874
Checchi Capital Advisers
California
$1.16M +$32K +384 +3%
BWAM
875
Boyd Watterson Asset Management
Ohio
$1.15M +$163K +1,956 +16%
33 34
35
36 37