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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 %
RWB
1051
RMR Wealth Builders
New Jersey
$519K +$519K +6,159 New
WI
1052
Wintrust Investments
Illinois
$515K – – –
SIM
1053
Studio Investment Management
Illinois
$512K -$23.4K -278 -4%
PCM
1054
Pointe Capital Management
Michigan
$511K +$14.2K +168 +3%
LA
1055
LVW Advisors
New York
$508K -$69K -819 -12%
BOTW
1056
Bank of the West
California
$507K -$36.8K -437 -7%
BCM
1057
BTR Capital Management
California
$505K – – –
AIA
1058
Angeles Investment Advisors
California
$503K -$86.1K -1,021 -15%
HWM
1059
HB Wealth Management
Georgia
$496K +$200K +2,374 +68%
TCA
1060
Transcend Capital Advisors
New Jersey
$494K -$3.37K -40 -0.7%
CCM
1061
Chilton Capital Management
Texas
$491K -$39.4K -467 -7%
MA
1062
Mutual Advisors
Nebraska
$491K -$3.71K -44 -0.8%
RCAG
1063
Rehmann Capital Advisory Group
Michigan
$487K +$7.08K +84 +1%
SCM
1064
Stevens Capital Management
Pennsylvania
$487K -$1.2M -14,253 -71%
CQS
1065
Credential Qtrade Securities
$486K +$15.3K +182 +3%
HFM
1066
Harvest Fund Management
China
$482K – – –
CB
1067
CNB Bank
Pennsylvania
$481K -$5.23K -62 -1%
QTM
1068
qPULA Trading Management
New York
$481K +$481K +5,700 New
SOW
1069
State of Wyoming
Wyoming
$479K +$506 +6 +0.1%
PM
1070
Parametrica Management
Hong Kong
$479K +$479K +5,674 New
QPWM
1071
Quadrant Private Wealth Management
Pennsylvania
$478K -$57.1K -677 -11%
PWP
1072
Principle Wealth Partners
Connecticut
$478K – – –
NB
1073
Nicolet Bankshares
Wisconsin
$477K -$8.43K -100 -2%
RWM
1074
Ritholtz Wealth Management
New York
$476K +$55.1K +654 +13%
MHR
1075
Matthew Hamilton Rosenberg
$475K +$66.3K +786 +16%
41 42
43
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