SCHW icon

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 %
RWA
1176
Redhawk Wealth Advisors
Minnesota
$400K +$400K +4,810 New
PFBT
1177
Parkside Financial Bank & Trust
Missouri
$400K +$14.1K +169 +4%
NEWAS
1178
N.E.W. Advisory Services
Wisconsin
$399K +$49.1K +590 +14%
WP
1179
Westmount Partners
California
$397K +$397K +4,765 New
TFA
1180
Teamwork Financial Advisors
Texas
$394K -$18.6K -224 -5%
TA
1181
Tiedemann Advisors
New York
$392K +$3.66K +44 +0.9%
TCA
1182
Transcend Capital Advisors
New Jersey
$392K -$96.5K -1,159 -20%
PA
1183
Parkside Advisors
California
$391K +$67.7K +813 +21%
DFA
1184
Delta Financial Advisors
Louisiana
$390K – – –
PIM
1185
Progressive Investment Management
Oregon
$387K +$387K +4,647 New
RC
1186
Rovin Capital
Arizona
$385K -$5.24K -63 -1%
DP
1187
Denver PWM
Colorado
$384K +$14.7K +177 +4%
PPC
1188
Park Place Capital
Alabama
$382K +$382K +4,588 New
GL
1189
Graypoint LLC
New York
$379K +$58.4K +701 +18%
S
1190
SimplyRich
California
$378K – – –
FMP
1191
Financial Management Professionals
Texas
$377K +$17.9K +215 +5%
CIC
1192
Chilton Investment Company
Connecticut
$376K – – –
FHA
1193
First Horizon Advisors
Tennessee
$375K -$28.4K -341 -7%
CIA
1194
Capital Investment Advisors
Georgia
$371K +$18.1K +218 +5%
TNBTD
1195
Trustmark National Bank Trust Department
Mississippi
$370K +$43.7K +525 +13%
RWA
1196
River Wealth Advisors
Pennsylvania
$367K -$3.33K -40 -0.9%
TFS
1197
TrustCore Financial Services
Tennessee
$366K +$11.2K +134 +3%
T
1198
TOBAM
France
$363K +$174K +2,090 +92%
AA
1199
ALPS Advisors
Colorado
$360K -$2K -24 -0.6%
YWP
1200
YorkBridge Wealth Partners
New York
$360K -$25K -300 -6%
46 47
48
49 50