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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 %
CI
976
Cavalier Investments
Georgia
$671K +$49.2K +584 +8%
AC
977
ASB Consultores
Florida
$665K +$97.2K +1,152 +17%
ARMT
978
Amica Retiree Medical Trust
Rhode Island
$665K +$202K +2,392 +44%
B
979
Barings
North Carolina
$664K -$46.9K -556 -7%
AFG
980
Albion Financial Group
Utah
$664K -$5.15K -61 -0.8%
AIM
981
Anchor Investment Management
South Carolina
$664K +$196K +2,330 +42%
NO
982
Ninety One
South Africa
$658K – – –
AWM
983
Atticus Wealth Management
Florida
$656K -$8.69K -103 -1%
AIM
984
Aigen Investment Management
New York
$654K -$1.21M -14,323 -65%
BTWM
985
Baker Tilly Wealth Management
Wisconsin
$654K +$16.5K +196 +3%
MYIA
986
Mount Yale Investment Advisors
Colorado
$653K +$41.8K +495 +7%
IAA
987
Independent Advisor Alliance
North Carolina
$652K +$265K +3,143 +69%
BFA
988
Bragg Financial Advisors
North Carolina
$650K +$4.64K +55 +0.7%
TTWM
989
TCV Trust & Wealth Management
Virginia
$647K -$2.11K -25 -0.3%
AMBIA
990
Allen Mooney & Barnes Investment Advisors
Georgia
$644K +$644K +7,638 New
DI
991
DAGCO Inc
Ohio
$637K – – –
RCM
992
RNC Capital Management
California
$634K – – –
ETC
993
Exchange Traded Concepts
Oklahoma
$633K +$600K +7,115 +1,834%
ZCA
994
Zeke Capital Advisors
Pennsylvania
$633K +$633K +7,516 New
CAG
995
Csenge Advisory Group
Florida
$630K +$101K +1,201 +19%
AIM
996
Athena Investment Management
California
$630K +$630K +7,458 New
FNBOH
997
First National Bank of Hutchinson
Kansas
$630K +$630K +7,473 New
CPIG
998
Chicago Partners Investment Group
Illinois
$624K -$3.54K -56 -0.6%
SHGA
999
Sand Hill Global Advisors
California
$622K +$87K +1,032 +16%
CIA
1000
Choate Investment Advisors
Massachusetts
$619K -$6.33K -75 -1%
38 39
40
41 42