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Charles Schwab
SCHW

Overview Fund Activity

1,616 hedge funds and large institutions have $130B invested in Charles Schwab in 2022 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 647 increasing their positions, 541 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,616
Holders Change
+106
Holders Change %
+7.02%
% of All Funds
26.07%
Holding in Top 10
130
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.18%
% of All Funds
2.1%
New
210
Increased
647
Reduced
541
Closed
78
Calls
$1.19B
Puts
$1.2B
Net Calls
-$14.3M
Net Calls Change
-$108M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$18.8B
2
Morgan Stanley
Morgan Stanley
New York
+$713M
3
Bank of America
Bank of America
North Carolina
+$697M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$369M
5
BlackRock
BlackRock
New York
+$325M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$989M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$911M
3
DCP
DSM Capital Partners
Florida
-$366M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$310M
5
Dodge & Cox
Dodge & Cox
California
-$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
1151
Graham Capital Management
Connecticut
$433K +$433K +5,198 New
PFS
1152
Prospera Financial Services
Texas
$432K +$7.24K +87 +2%
DI
1153
Diligent Investors
California
$432K – – –
JAG
1154
Journey Advisory Group
Kentucky
$431K +$150K +1,800 +53%
CIC
1155
Crawford Investment Counsel
Georgia
$429K +$122K +1,460 +40%
SW
1156
SteelPeak Wealth
California
$426K +$426K +5,111 New
FLI
1157
Family Legacy Inc
South Carolina
$425K +$3.25K +41 +0.8%
CRC
1158
Curi RMB Capital
Illinois
$422K +$70.3K +844 +20%
NRW
1159
Nova R Wealth
Kansas
$421K -$333 -4 -0.1%
ACI
1160
Alpha Cubed Investments
California
$421K +$62.9K +756 +18%
OWP
1161
Obermeyer Wealth Partners
Colorado
$420K – – –
EH
1162
Equitable Holdings
New York
$420K +$122K +1,464 +41%
APP
1163
Avantax Planning Partners
Iowa
$419K +$116K +1,388 +38%
NSB
1164
Norway Savings Bank
Maine
$418K -$6.24K -75 -1%
CPA
1165
Court Place Advisors
Maryland
$416K -$29.1K -350 -7%
KCG
1166
Kinsale Capital Group
Virginia
$416K +$416K +5,000 New
V
1167
ViaWealth
Kansas
$416K +$416K +4,865 New
FPWM
1168
FSB Premier Wealth Management
Iowa
$415K +$146K +1,748 +54%
MWM
1169
Meridian Wealth Management
Kentucky
$415K -$394K -4,727 -49%
RA
1170
RFG Advisory
Alabama
$411K -$21.3K -270 -5%
TF
1171
Tompkins Financial
New York
$411K -$44.9K -539 -10%
SIMG
1172
Sonora Investment Management Group
Arizona
$405K +$49.5K +595 +14%
AC
1173
ASB Consultores
Florida
$405K -$72.4K -870 -15%
SXL
1174
Summit X LLC
Missouri
$401K -$55.9K -884 -12%
CWM
1175
Circle Wealth Management
New Jersey
$401K +$10.9K +131 +3%
45 46
47
48 49