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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 %
AMR
1101
Asset Management Resources
Massachusetts
$440K -$56K -664 -11%
NSB
1102
Norway Savings Bank
Maine
$440K -$30.3K -360 -6%
SWM
1103
SeaCrest Wealth Management
New York
$438K +$60.2K +715 +16%
CWA
1104
Clarus Wealth Advisors
Arizona
$438K +$438K +5,371 New
DI
1105
Diligent Investors
California
$437K – – –
ST
1106
Smithfield Trust
Pennsylvania
$436K – – –
MFGM
1107
Marshall Financial Group (Maryland)
Maryland
$436K +$84 +1 +0%
FWCM
1108
Ferguson Wellman Capital Management
Oregon
$436K +$24K +285 +6%
CCA
1109
Childress Capital Advisors
Texas
$436K +$95.1K +1,130 +28%
AI
1110
AXS Investments
New York
$435K -$167K -1,985 -28%
CRC
1111
Curi RMB Capital
Illinois
$435K +$129K +1,529 +42%
MWM
1112
Minot Wealth Management
Massachusetts
$430K +$430K +5,103 New
WFI
1113
West Family Investments
California
$427K +$2.28K +27 +0.5%
KFSC
1114
Keystone Financial Services (Colorado)
Colorado
$426K -$5.51K -86 -1%
OWP
1115
Obermeyer Wealth Partners
Colorado
$425K – – –
VVP
1116
Venture Visionary Partners
Ohio
$425K +$17.1K +203 +4%
RSWM
1117
Robertson Stephens Wealth Management
California
$424K -$1.01K -12 -0.2%
WAP
1118
Wealthcare Advisory Partners
Pennsylvania
$423K +$32.2K +382 +8%
DCM
1119
Difesa Capital Management
New York
$422K – – –
FHA
1120
First Horizon Advisors
Tennessee
$422K +$15.7K +186 +4%
RWA
1121
Ropes Wealth Advisors
Massachusetts
$420K -$168K -1,992 -29%
GFP
1122
Gryphon Financial Partners
Ohio
$420K -$15.4K -182 -4%
OQS
1123
Occudo Quantitative Strategies
Florida
$419K -$676K -8,020 -62%
LNC
1124
Lincoln National Corp
Pennsylvania
$418K +$30K +355 +8%
CWA
1125
Canvas Wealth Advisors
Kansas
$415K -$368K -5,292 -47%
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