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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 %
DTL
926
Dynamic Technology Lab
Singapore
$865K +$342K +4,058 +65%
WPW
927
Waldron Private Wealth
Pennsylvania
$863K +$29.8K +354 +4%
VAS
928
Vestmark Advisory Solutions
Massachusetts
$858K +$84.1K +998 +11%
AAS
929
Avantax Advisory Services
Texas
$854K +$157K +1,861 +23%
FIM
930
Freedom Investment Management
Connecticut
$852K -$1.18M -13,987 -58%
SHA
931
Seneca House Advisors
Virginia
$848K +$45K +533 +6%
FCH
932
Freestone Capital Holdings
Washington
$847K +$315K +3,742 +59%
CAG
933
Compass Advisory Group
New York
$843K – – –
AWM
934
Apollon Wealth Management
South Carolina
$833K +$141K +1,670 +20%
AA
935
Apriem Advisors
California
$829K -$95.4K -1,132 -10%
LCM
936
Logan Capital Management
Pennsylvania
$829K – – –
IB
937
Intrust Bank
Kansas
$812K -$2.7K -32 -0.3%
AWM
938
Avior Wealth Management
Nebraska
$810K -$278K -3,300 -26%
CWM
939
Chemistry Wealth Management
New York
$805K +$805K +9,544 New
CA
940
Clearstead Advisors
Ohio
$801K +$168K +1,998 +27%
BWM
941
BerganKDV Wealth Management
Minnesota
$801K +$731K +8,665 +1,038%
GT
942
Glenview Trust
Kentucky
$798K +$67.4K +800 +9%
MFG
943
Monte Financial Group
Connecticut
$796K -$5.25M -62,282 -87%
SIC
944
Salem Investment Counselors
North Carolina
$795K – – –
SP
945
Symmetry Partners
Connecticut
$793K – – –
SCI
946
Stableford Capital II
Arizona
$792K +$792K +9,902 New
LWAC
947
Laurel Wealth Advisors (California)
California
$790K +$18.6K +221 +2%
CC
948
Cannell & Co
New York
$788K – – –
FB
949
Fulton Bank
Pennsylvania
$785K -$24.1K -286 -3%
IC
950
Inverness Counsel
New York
$785K -$9.78K -116 -1%
36 37
38
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