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Charles Schwab
SCHW

Overview Fund Activity

1,481 hedge funds and large institutions have $83.9B invested in Charles Schwab in 2022 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 642 increasing their positions, 507 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
-77
Holders Change %
-4.94%
% of All Funds
25.04%
Holding in Top 10
72
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.24%
% of All Funds
1.22%
New
125
Increased
642
Reduced
507
Closed
180
Calls
$640M
Puts
$640M
Net Calls
-$721K
Net Calls Change
+$154M

Top Buyers

1
PI
Putnam Investments
Massachusetts
+$551M
2
Dodge & Cox
Dodge & Cox
California
+$430M
3
Morgan Stanley
Morgan Stanley
New York
+$398M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
+$304M
5
Two Sigma Investments
Two Sigma Investments
New York
+$169M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.02B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$423M
3
Primecap Management
Primecap Management
California
-$410M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$380M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMBIA
1001
Allen Mooney & Barnes Investment Advisors
Georgia
$483K +$126 +2 +0%
5L
1002
55I LLC
Massachusetts
$481K +$481K +7,621 New
CA
1003
Claro Advisors
Massachusetts
$478K +$180K +2,852 +60%
AWM
1004
Atticus Wealth Management
Florida
$475K -$16.1K -255 -3%
RCM
1005
RNC Capital Management
California
$475K – – –
FNBOH
1006
First National Bank of Hutchinson
Kansas
$473K +$821 +13 +0.2%
BTI
1007
Blue Trust Inc
Georgia
$473K +$473K +5,613 New
GC
1008
Garde Capital
Washington
$472K +$472K +7,470 New
AIM
1009
Athena Investment Management
California
$471K – – –
BAM
1010
Belpointe Asset Management
Nevada
$469K +$24.9K +394 +6%
SPI
1011
Sutton Place Investors
New York
$467K +$59.9K +947 +15%
AWA
1012
Arkadios Wealth Advisors
Georgia
$463K -$117K -1,849 -20%
ZIG
1013
Zullo Investment Group
Pennsylvania
$460K +$22.2K +351 +5%
GC
1014
GFG Capital
Florida
$458K +$11.6K +183 +3%
KAM
1015
Knightsbridge Asset Management
California
$455K +$204K +3,232 +81%
TWA
1016
TCI Wealth Advisors
Arizona
$454K -$75.6K -1,196 -14%
GPA
1017
Garrison Point Advisors
California
$454K – – –
BP
1018
BBR Partners
New York
$452K +$443 +7 +0.1%
SPC
1019
Sigma Planning Corp
Michigan
$450K -$9.22K -146 -2%
ET
1020
Equitable Trust
Tennessee
$448K +$143K +2,260 +47%
OIM
1021
Orca Investment Management
Oregon
$447K -$7.83K -124 -2%
CW
1022
Connectus Wealth
Ohio
$442K +$442K +7,002 New
DU
1023
Delphia (USA)
Ontario, Canada
$440K +$440K +6,957 New
NC
1024
NinePointTwo Capital
California
$435K +$435K +6,890 New
BWP
1025
BSW Wealth Partners
Colorado
$432K +$18.3K +289 +4%
39 40
41
42 43