SCHW icon

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 %
MFW
1226
Meristem Family Wealth
Minnesota
$298K -$17.4K -206 -6%
NIM
1227
NuWave Investment Management
New Jersey
$298K +$298K +3,535 New
MGIA
1228
Moneta Group Investment Advisors
Missouri
$294K -$32.8K -389 -10%
FEG
1229
Financial Enhancement Group
Indiana
$294K -$1.68K -20 -0.6%
LCM
1230
LCM Capital Management
Illinois
$293K – – –
AWA
1231
Arete Wealth Advisors
Illinois
$289K +$289K +3,426 New
MAM
1232
Mystic Asset Management
Rhode Island
$288K – – –
CFA
1233
CWS Financial Advisors
Michigan
$288K +$1.01K +12 +0.4%
CT
1234
Cambridge Trust
Massachusetts
$287K -$61K -722 -18%
NFP
1235
Narus Financial Partners
Utah
$287K +$287K +3,403 New
AIP
1236
Almanack Investment Partners
Pennsylvania
$286K +$30.1K +357 +12%
EB
1237
Eastern Bank
Massachusetts
$285K -$17.5K -208 -6%
FIBT
1238
First International Bank & Trust
North Dakota
$285K +$4.89K +58 +2%
BFA
1239
Beaumont Financial Advisors
Massachusetts
$284K – – –
PCA
1240
Providence Capital Advisors
North Carolina
$284K – – –
HVIA
1241
Hudson Valley Investment Advisors
New York
$284K +$43.7K +518 +18%
TC
1242
TownSquare Capital
Utah
$283K -$59.8K -708 -17%
BAM
1243
Boyar Asset Management
New York
$282K -$16.8K -200 -6%
SB
1244
Sunflower Bank
Texas
$282K -$11.4K -135 -4%
LHC
1245
Little House Capital
Massachusetts
$282K – – –
WA
1246
Waddell & Associates
Tennessee
$281K -$322K -3,812 -53%
TBWA
1247
Three Bridge Wealth Advisors
California
$281K +$281K +3,335 New
OTL
1248
Oak Thistle LLC
New York
$281K +$281K +3,336 New
9WM
1249
9258 Wealth Management
Ohio
$278K -$61.7K -731 -18%
EFS
1250
Essex Financial Services
Connecticut
$278K +$15.8K +187 +6%
48 49
50
51 52