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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 %
SWA
1176
Sutton Wealth Advisors
Florida
$352K +$5.48K +65 +2%
TRIA
1177
Trail Ridge Investment Advisors
Colorado
$352K – – –
IC
1178
Intersect Capital
California
$352K +$94.9K +1,127 +37%
NPF
1179
Norris Perne & French
Michigan
$351K +$351K +4,164 New
IAN
1180
Integrated Advisors Network
Texas
$350K -$2.19K -26 -0.6%
JHCP
1181
Jackson Hole Capital Partners
Oklahoma
$349K +$15.2K +180 +5%
EL
1182
Essex LLC
Illinois
$348K -$140K -1,666 -29%
SIMG
1183
Sonora Investment Management Group
Arizona
$348K -$19K -226 -5%
GBA
1184
Garrison Bradford & Associates
New York
$346K – – –
VST
1185
Van Strum & Towne
California
$346K – – –
AG
1186
Ascent Group
Virginia
$346K +$19.6K +233 +6%
PFA
1187
Pinnacle Family Advisors
Missouri
$339K +$339K +4,020 New
TIM
1188
Triad Investment Management
California
$338K – – –
WCM
1189
Wisconsin Capital Management
Wisconsin
$337K – – –
SMH
1190
Sanders Morris Harris
Texas
$337K – – –
EWA
1191
Encompass Wealth Advisors
Oregon
$337K – – –
CCG
1192
Chatham Capital Group
Georgia
$336K +$118K +1,400 +54%
DJSG
1193
D.J. St. Germain
Massachusetts
$335K +$15.2K +180 +5%
KAM
1194
Knightsbridge Asset Management
California
$335K +$21.5K +255 +7%
LTI
1195
Laffer Tengler Investments
Tennessee
$334K – – –
JIC
1196
Joel Isaacson & Co
New York
$333K -$3.37K -45 -1%
GD
1197
Grandfield & Dodd
New York
$330K – – –
AWM
1198
Axxcess Wealth Management
California
$330K +$54.8K +650 +20%
SBL
1199
Sargent Bickham Lagudis
Colorado
$328K -$50.4K -599 -13%
CIC
1200
Crawford Investment Counsel
Georgia
$328K +$25.3K +300 +8%
46 47
48
49 50