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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 %
P
951
Pitcairn
Pennsylvania
$782K -$27.2K -323 -3%
SFG
952
SNS Financial Group
Minnesota
$775K -$63.6K -754 -8%
AWA
953
Arkadios Wealth Advisors
Georgia
$773K -$118K -1,395 -13%
SMC
954
Smith, Moore & Co
Missouri
$770K -$2.78K -33 -0.4%
IF
955
Ironwood Financial
Arizona
$768K – – –
AWM
956
Aries Wealth Management
Maine
$768K +$768K +9,111 New
OFG
957
Omega Financial Group
California
$768K +$768K +9,111 New
CWM
958
Concentric Wealth Management
California
$755K -$50.9K -603 -6%
CAM
959
Cozad Asset Management
Illinois
$743K -$21.8K -258 -3%
MWA
960
Monograph Wealth Advisors
California
$743K – – –
LWM
961
Lyell Wealth Management
California
$734K +$734K +8,705 New
4WM
962
44 Wealth Management
Oregon
$721K -$4.13K -49 -0.6%
PCP
963
Proficio Capital Partners
Massachusetts
$720K +$83.8K +996 +13%
AIA
964
Avalon Investment & Advisory
Texas
$717K -$54K -640 -7%
BFM
965
Boston Financial Management
Massachusetts
$716K +$36.7K +435 +5%
SS
966
Simplicity Solutions
Minnesota
$712K -$703K -8,338 -50%
TWA
967
TCI Wealth Advisors
Arizona
$707K +$49.2K +583 +7%
AG
968
AIA Group
Hong Kong
$704K +$217K +2,568 +44%
FCA
969
FinTrust Capital Advisors
South Carolina
$701K +$117K +1,393 +20%
FMLI
970
Fukoku Mutual Life Insurance
Japan
$696K -$42.2K -500 -6%
KWM
971
Kingsview Wealth Management
Oregon
$690K -$76K -901 -10%
WIC
972
Woodmont Investment Counsel
Tennessee
$688K +$688K +8,165 New
MC
973
Machina Capital
France
$683K +$430K +5,100 +170%
GLA
974
Great Lakes Advisors
Illinois
$682K +$10.6K +126 +2%
Edgewood Management
975
Edgewood Management
Connecticut
$671K – – –
37 38
39
40 41