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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
$2.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.36B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.99B
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$500M
5
Vanguard Group
Vanguard Group
Pennsylvania
$10.1B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.84B
2
Primecap Management
Primecap Management
California
$1.5B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$6.53B
4
Citigroup
Citigroup
New York
$587M
5
Parnassus Investments
Parnassus Investments
California
$1.15B
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$210M -$12.7M -150,226 -6%
US Bancorp
77
US Bancorp
Minnesota
$208M -$17.4M -205,909 -8%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$200M +$1.05M +12,433 +0.5%
CS
79
Credit Suisse
Switzerland
$195M -$9.72M -115,329 -5%
ESCM
80
Echo Street Capital Management
New York
$192M +$160M +1,900,859 +502%
SEI Investments
81
SEI Investments
Pennsylvania
$191M +$7.18M +85,127 +4%
Brown Advisory
82
Brown Advisory
Maryland
$188M -$126M -1,497,070 -40%
SCA
83
Southpoint Capital Advisors
New York
$185M -$92.7M -1,100,000 -33%
Allspring Global Investments
84
Allspring Global Investments
North Carolina
$183M +$43M +510,454 +31%
Fidelity International
85
Fidelity International
Bermuda
$179M -$16.4M -194,116 -8%
LIP
86
Liontrust Investment Partners
United Kingdom
$177M +$2.5M +29,600 +1%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$170M -$88.9M -1,001,758 -34%
Korea Investment Corp
88
Korea Investment Corp
South Korea
$165M -$6.15M -72,960 -4%
MPI
89
Mairs & Power Inc
Minnesota
$164M +$3.49M +41,349 +2%
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$160M -$20M -237,015 -11%
National Pension Service
91
National Pension Service
South Korea
$156M -$9.26M -109,875 -6%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$151M -$1.19M -14,095 -0.8%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$149M +$10M +118,974 +7%
TAM
94
Timucuan Asset Management
Florida
$142M -$13.1M -154,967 -8%
Neuberger Berman Group
95
Neuberger Berman Group
New York
$142M +$5.08M +60,234 +4%
Adage Capital Partners
96
Adage Capital Partners
Massachusetts
$140M -$20.4M -242,200 -13%
TG
97
TCW Group
California
$138M -$7.28M -86,367 -5%
UBS Group
98
UBS Group
Switzerland
$137M -$4.85M -57,583 -3%
RCAMU
99
Rothschild & Co Asset Management US
Connecticut
$135M -$11.6M -138,015 -8%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$134M +$6.15M +71,589 +5%
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