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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 %
WFI
1201
West Family Investments
California
$359K +$2K +24 +0.6%
APA
1202
Astoria Portfolio Advisors
New York
$358K +$39K +506 +12%
APWM
1203
Atlas Private Wealth Management
New York
$357K +$38.5K +462 +12%
IFWM
1204
Institute for Wealth Management
Colorado
$357K -$3.91K -47 -1%
DWM
1205
Defined Wealth Management
Oregon
$355K – – –
WJA
1206
Willis Johnson & Associates
Texas
$354K +$17.2K +207 +5%
ACIM
1207
Azimuth Capital Investment Management
Michigan
$354K -$12.5K -150 -3%
BJL
1208
Brighton Jones LLC
Washington
$353K +$37.6K +452 +12%
VWA
1209
V Wealth Advisors
Kansas
$352K +$352K +4,222 New
SWA
1210
Sutton Wealth Advisors
Florida
$351K – – –
KA
1211
Keene & Associates
Texas
$349K -$28.6K -344 -8%
TRIA
1212
Trail Ridge Investment Advisors
Colorado
$348K – – –
GLA
1213
Good Life Advisors
Pennsylvania
$348K -$749 -9 -0.2%
JDR
1214
Jay D. Rosenbaum
$346K – – –
KA
1215
Klingman & Associates
New York
$344K +$24.6K +295 +8%
II
1216
Inspire Investing
Idaho
$342K +$5K +60 +1%
VST
1217
Van Strum & Towne
California
$341K – – –
BWG
1218
Beta Wealth Group
California
$341K +$25K +300 +8%
CFG
1219
CKW Financial Group
Hawaii
$341K -$25K -300 -7%
JCM
1220
Jacobi Capital Management
Pennsylvania
$339K +$39.1K +470 +13%
PP
1221
PDS Planning
Ohio
$339K +$13.3K +160 +4%
EL
1222
Essex LLC
Illinois
$337K – – –
NAS
1223
Nicolet Advisory Services
Wisconsin
$334K +$334K +4,007 New
TIM
1224
Triad Investment Management
California
$333K – – –
WCM
1225
Wisconsin Capital Management
Wisconsin
$333K – – –
47 48
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