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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 %
PWAG
1026
Polaris Wealth Advisory Group
California
$570K – – –
PWPS
1027
Pinnacle Wealth Planning Services
Ohio
$569K -$1.69K -20 -0.3%
DHFB
1028
Dixon Hubard Feinour & Brown
Virginia
$569K +$569K +6,748 New
ACI
1029
Alpha Cubed Investments
California
$565K +$276K +3,276 +96%
BFPW
1030
BOK Financial Private Wealth
Colorado
$562K +$46.1K +547 +9%
CA
1031
Cetera Advisors
Colorado
$561K +$40K +475 +8%
MSFS
1032
Main Street Financial Solutions
Pennsylvania
$560K -$1.69K -20 -0.3%
ACM
1033
Advisors Capital Management
New Jersey
$556K +$22.2K +264 +4%
BG
1034
Bahl & Gaynor
Ohio
$555K +$5.74K +68 +1%
FDS
1035
First Dallas Securities
Texas
$552K -$42.1K -500 -7%
BWP
1036
BSW Wealth Partners
Colorado
$552K +$17K +202 +3%
HAM
1037
Hyperion Asset Management
Australia
$551K -$484K -5,750 -47%
IA
1038
IFP Advisors
Florida
$551K +$88.2K +1,978 +19%
NB
1039
NBT Bank
New York
$539K -$8.84K -105 -2%
Fayez Sarofim & Co
1040
Fayez Sarofim & Co
Texas
$539K – – –
OPS
1041
Orion Portfolio Solutions
Nebraska
$538K +$19.6K +232 +4%
WANY
1042
Wealthspire Advisors (New York)
New York
$537K -$289K -3,429 -35%
NL
1043
Navalign LLC
California
$531K -$117K -1,702 -18%
SBIA
1044
Sheaff Brock Investment Advisors
Indiana
$530K +$2.61K +31 +0.5%
MC
1045
Moors & Cabot
Massachusetts
$528K +$23.1K +274 +5%
VC
1046
Veracity Capital
Georgia
$527K -$58.5K -694 -10%
TF
1047
Tompkins Financial
New York
$526K – – –
PCS
1048
Personal CFO Solutions
New Jersey
$524K +$32.9K +390 +7%
DIA
1049
Davidson Investment Advisors
Montana
$521K – – –
TC
1050
TAGStone Capital
North Carolina
$520K +$1.27K +15 +0.2%
40 41
42
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