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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 %
JLBC
1076
J.L. Bainbridge & Co
Florida
$472K – – –
TWM
1077
TriaGen Wealth Management
California
$471K +$471K +5,585 New
PVH
1078
Psagot Value Holdings
Israel
$470K -$106K -1,261 -18%
CPA
1079
Court Place Advisors
Maryland
$464K -$16.9K -200 -4%
RWP
1080
Ridgecrest Wealth Partners
California
$464K – – –
A
1081
Astrantus
Cyprus
$464K +$464K +5,500 New
AA
1082
Addison Advisors
Vermont
$463K +$674 +8 +0.1%
SC
1083
Savant Capital
Illinois
$462K +$6.33K +75 +1%
AMM
1084
American Money Management
California
$460K -$91K -1,079 -17%
CC
1085
Centiva Capital
New York
$459K -$554K -6,568 -55%
CP
1086
CenterBook Partners
Connecticut
$459K +$57.2K +679 +14%
BAM
1087
Berkshire Asset Management
Pennsylvania
$456K -$12.7K -150 -3%
AWM
1088
Aberdeen Wealth Management
Illinois
$456K +$14.8K +176 +3%
SPI
1089
Sutton Place Investors
New York
$453K -$11.3K -161 -2%
TCM
1090
Traynor Capital Management
Pennsylvania
$451K -$5.06K -60 -1%
MGWM
1091
Marks Group Wealth Management
Minnesota
$449K – – –
FLI
1092
Family Legacy Inc
South Carolina
$449K – – –
BHBT
1093
Burke & Herbert Bank & Trust
Virginia
$447K – – –
OIA
1094
OneDigital Investment Advisors
Kansas
$447K +$139K +1,652 +45%
PFBT
1095
Parkside Financial Bank & Trust
Missouri
$446K +$2.61K +31 +0.6%
DP
1096
Denver PWM
Colorado
$444K -$95.8K -1,146 -18%
BTW
1097
Boston Trust Walden
Massachusetts
$444K – – –
EH
1098
Equitable Holdings
New York
$443K +$196K +2,330 +80%
SWA
1099
Stratos Wealth Advisors
Ohio
$442K -$108K -1,276 -20%
IFA
1100
Index Fund Advisors
California
$442K +$86.8K +1,030 +24%
42 43
44
45 46