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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 %
DGAM
1126
Desjardins Global Asset Management
Quebec, Canada
$415K -$16.6K -197 -4%
NRW
1127
Nova R Wealth
Kansas
$415K +$2.87K +34 +0.7%
WCF
1128
West Coast Financial
California
$410K -$54.8K -650 -12%
PCM
1129
Penserra Capital Management
California
$410K +$358K +4,255 +684%
MAM
1130
Marquette Asset Management
Minnesota
$409K +$675 +8 +0.2%
ET
1131
Equitable Trust
Tennessee
$408K -$26.6K -315 -6%
CRCM
1132
Corbett Road Capital Management
Virginia
$404K +$404K +4,791 New
TA
1133
Tiedemann Advisors
New York
$403K +$15.8K +187 +4%
YWP
1134
YorkBridge Wealth Partners
New York
$402K -$14.8K -175 -4%
KA
1135
Keene & Associates
Texas
$401K -$15.5K -184 -4%
DFA
1136
Delta Financial Advisors
Louisiana
$400K – – –
IHL
1137
Investment House LLC
California
$399K – – –
TFS
1138
TrustCore Financial Services
Tennessee
$399K +$128K +1,523 +47%
RMDI
1139
R.M. Davis Inc
Maine
$398K -$29.5K -350 -7%
DA
1140
DSC Advisors
Illinois
$398K +$398K +4,725 New
CA
1141
Claro Advisors
Massachusetts
$397K – – –
RCG
1142
Regatta Capital Group
California
$397K +$1.1K +13 +0.3%
CPA
1143
Cardiff Park Advisors
California
$394K +$2.11K +25 +0.5%
GIA
1144
Gladstone Institutional Advisory
Florida
$392K +$28K +332 +8%
OA
1145
Operose Advisors
Wisconsin
$389K +$506 +6 +0.1%
FAFN
1146
First Affirmative Financial Network
Colorado
$386K +$22.6K +268 +6%
RA
1147
RFG Advisory
Alabama
$385K +$38.3K +454 +11%
RZH
1148
Relyea Zuckerberg Hanson
Connecticut
$384K +$11.2K +133 +3%
HCMT
1149
Highland Capital Management (Tennessee)
Tennessee
$383K – – –
HPWM
1150
Highland Private Wealth Management
Washington
$383K +$16.9K +200 +5%
44 45
46
47 48