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 %
KSWA
1251
Kathleen S. Wright Associates
Pennsylvania
$317K – – –
CA
1252
Carson Advisory
Georgia
$317K – – –
SFA
1253
Souders Financial Advisors
Ohio
$315K +$3.83K +46 +1%
IAS
1254
Insigneo Advisory Services
Florida
$315K +$315K +3,779 New
MAWA
1255
Moss Adams Wealth Advisors
Washington
$313K +$313K +3,762 New
BFA
1256
Beaumont Financial Advisors
Massachusetts
$310K +$1.67K +20 +0.5%
CCM
1257
Carlson Capital Management
Minnesota
$309K +$4.41K +53 +1%
RTC
1258
Riverview Trust Company
Washington
$309K – – –
FCMT
1259
Founders Capital Management (Texas)
Texas
$309K – – –
CFO
1260
Callan Family Office
Pennsylvania
$309K +$309K +3,710 New
ACM
1261
Absolute Capital Management
Pennsylvania
$308K – – –
PWM
1262
Purus Wealth Management
California
$308K +$500 +6 +0.2%
KWM
1263
Kingsview Wealth Management
Oregon
$308K -$191K -2,293 -38%
PCIA
1264
Prime Capital Investment Advisors
Kansas
$305K +$35.6K +428 +13%
WCF
1265
West Coast Financial
California
$305K – – –
GCM
1266
Glaxis Capital Management
Florida
$305K +$833 +10 +0.3%
CK
1267
Cohen Klingenstein
New York
$305K – – –
BWM
1268
Baron Wealth Management
Michigan
$304K +$304K +3,651 New
QFA
1269
Quantum Financial Advisors
California
$304K +$749 +9 +0.2%
SQA
1270
Simon Quick Advisors
New Jersey
$303K +$303K +3,638 New
HIIFS
1271
Harel Insurance Investments & Financial Services
Israel
$302K – – –
KFC
1272
Klingenstein Fields & Co
New York
$301K – – –
IWM
1273
IHT Wealth Management
Illinois
$300K -$27.3K -328 -8%
VCA
1274
Verdence Capital Advisors
Maryland
$299K +$299K +3,588 New
WA
1275
Waddell & Associates
Tennessee
$298K +$26.3K +316 +10%
49 50
51
52 53