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Charles Schwab
SCHW

Overview Fund Activity

1,510 hedge funds and large institutions have $97.8B invested in Charles Schwab in 2022 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 644 increasing their positions, 486 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
+29
Holders Change %
+1.96%
% of All Funds
26.11%
Holding in Top 10
110
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+52.78%
% of All Funds
1.9%
New
156
Increased
644
Reduced
486
Closed
105
Calls
$923M
Puts
$829M
Net Calls
+$93.9M
Net Calls Change
+$94.6M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$1.42B
2
GQG Partners
GQG Partners
Florida
+$1.19B
3
Fisher Asset Management
Fisher Asset Management
Washington
+$1.11B
4
Boston Partners
Boston Partners
Massachusetts
+$202M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$193M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$898M
2
Primecap Management
Primecap Management
California
-$432M
3
BlackRock
BlackRock
New York
-$321M
4
Goldman Sachs
Goldman Sachs
New York
-$241M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1001
GFG Capital
Florida
$521K – – –
SG
1002
Stonnington Group
California
$519K -$344K -5,000 -40%
GPA
1003
Garrison Point Advisors
California
$516K – – –
ET
1004
Equitable Trust
Tennessee
$510K – – –
CM
1005
Capula Management
Cayman Islands
$507K +$90.5K +1,258 +22%
DU
1006
Delphia (USA)
Ontario, Canada
$506K +$5.9K +82 +1%
FNBOH
1007
First National Bank of Hutchinson
Kansas
$504K -$34.2K -476 -6%
SPC
1008
Sigma Planning Corp
Michigan
$500K -$12.4K -172 -2%
CC
1009
Corton Capital
Ontario, Canada
$497K +$137K +1,910 +38%
OIM
1010
Orca Investment Management
Oregon
$496K -$12.9K -180 -3%
ICG
1011
InterOcean Capital Group
Tennessee
$494K +$44.2K +615 +10%
4WM
1012
44 Wealth Management
Oregon
$493K -$123K -1,719 -20%
FFN
1013
Focus Financial Network
Minnesota
$491K +$9.06K +126 +2%
IWC
1014
Integrated Wealth Concepts
Massachusetts
$487K +$41.5K +577 +9%
GA
1015
GraniteShares Advisors
New York
$486K +$486K +6,772 New
DS
1016
DRW Securities
Illinois
$484K -$390K -5,432 -45%
NB
1017
NBT Bank
New York
$484K -$6.04K -84 -1%
MSFS
1018
Main Street Financial Solutions
Pennsylvania
$484K +$2.88K +40 +0.6%
BWP
1019
BSW Wealth Partners
Colorado
$479K -$11.6K -162 -2%
GKWIM
1020
Gerber Kawasaki Wealth & Investment Management
California
$478K -$302K -4,204 -39%
CA
1021
Claro Advisors
Massachusetts
$478K – – –
LA
1022
LVW Advisors
New York
$478K +$47K +653 +11%
RCM
1023
Radnor Capital Management
Pennsylvania
$476K – – –
AWM
1024
Atticus Wealth Management
Florida
$475K – – –
LA
1025
Latitude Advisors
Florida
$475K +$61.5K +855 +15%
39 40
41
42 43