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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 %
DAS
1151
Dynamic Advisor Solutions
Arizona
$382K -$38.3K -455 -9%
S
1152
SimplyRich
California
$382K – – –
AC
1153
Abbrea Capital
California
$379K +$10.5K +125 +3%
CWS
1154
Cypress Wealth Services
California
$379K +$11.2K +133 +3%
PI
1155
PineBridge Investments
New York
$376K -$2.3M -27,292 -86%
IWC
1156
Integrated Wealth Concepts
Massachusetts
$376K -$243K -2,884 -39%
EP
1157
Edgestream Partners
New Jersey
$371K -$284K -3,368 -43%
ACM
1158
Azimuth Capital Management
Michigan
$371K -$2.7K -32 -0.7%
MCM
1159
Murphy Capital Management
New Jersey
$371K +$371K +4,410 New
KP
1160
Keel Point
Alabama
$368K -$18.3K -217 -5%
WPC
1161
Wedmont Private Capital
Pennsylvania
$368K +$122K +1,484 +50%
GL
1162
Graypoint LLC
New York
$367K +$367K +4,347 New
VWA
1163
V Wealth Advisors
Kansas
$366K -$6.91K -82 -2%
GA
1164
Geller Advisors
New York
$365K +$1.69K +20 +0.5%
PTC
1165
Private Trust Company
Ohio
$364K +$93.5K +1,109 +35%
Q
1166
QVR
California
$364K +$364K +4,323 New
DWM
1167
Defined Wealth Management
Oregon
$360K – – –
HA
1168
Hamel Associates
New Jersey
$360K +$19K +225 +6%
CFG
1169
CKW Financial Group
Hawaii
$359K +$83.5K +1,000 +30%
BCM
1170
BlueCrest Capital Management
Jersey
$358K +$358K +4,242 New
RFN
1171
RDA Financial Network
Iowa
$357K +$357K +4,236 New
IFWM
1172
Institute for Wealth Management
Colorado
$356K +$4.98K +59 +1%
GA
1173
GoalVest Advisory
New York
$356K +$356K +4,218 New
PWM
1174
Purus Wealth Management
California
$354K -$84 -1 -0%
CI
1175
CX Institutional
Indiana
$353K +$41.8K +495 +13%
45 46
47
48 49