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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 %
LNB
876
Ledyard National Bank
$1.04M -$10.1M -119,300 -91%
TCM
877
Teza Capital Management
Illinois
$1.04M +$1.04M +12,316 New
HWA
878
HCR Wealth Advisors
California
$1.04M -$41.8K -496 -4%
PO
879
Private Ocean
California
$1.04M +$52.5K +623 +5%
CPC
880
Cookson Peirce & Co
Pennsylvania
$1.04M +$107K +1,272 +12%
ACM
881
Absolute Capital Management
Pennsylvania
$1.03M +$295K +3,500 +40%
EWM
882
Elmwood Wealth Management
California
$1.02M +$35.4K +420 +4%
SIM
883
Sentry Investment Management
Wisconsin
$1.02M +$1.02M +12,116 New
MME
884
Meag Munich Ergo
Germany
$1.02M +$438K +5,124 +76%
CPO
885
Cerity Partners OCIO
New York
$1.01M +$160K +1,901 +19%
SAI
886
Systematic Alpha Investments
New Jersey
$1M – – –
DT
887
Diversified Trust
Tennessee
$1M +$98.7K +1,171 +11%
PIA
888
Powell Investment Advisors
Florida
$990K +$2.02K +24 +0.2%
ICM
889
IMS Capital Management
Oregon
$989K – – –
FFC
890
First Financial Corp
Indiana
$987K -$18.9K -224 -2%
CYG
891
Clean Yield Group
Vermont
$983K +$10.5K +125 +1%
LWM
892
Loveless Wealth Management
Montana
$983K +$34.6K +410 +4%
SFA
893
Semmax Financial Advisors
North Carolina
$982K -$78.2K -927 -7%
Federated Hermes
894
Federated Hermes
Pennsylvania
$979K +$38.1K +452 +4%
CA
895
Crumly & Associates
Illinois
$978K -$9.03K -107 -0.9%
ATWA
896
Arbor Trust Wealth Advisors
Michigan
$976K -$67K -794 -6%
Point72 Asset Management
897
Point72 Asset Management
Connecticut
$976K +$976K +11,581 New
HBT
898
Heartland Bank & Trust
Illinois
$970K -$941K -11,156 -49%
GC
899
Grimes & Company
Massachusetts
$962K -$923K -10,947 -49%
EMG
900
ETF Managers Group
New Jersey
$953K +$18.8K +212 +2%
34 35
36
37 38