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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 %
Koshinski Asset Management
1276
Koshinski Asset Management
Illinois
$255K +$15.2K +180 +6%
Fisher Asset Management
1277
Fisher Asset Management
Washington
$254K -$139K -1,649 -35%
WA1
1278
Wimmer Associates 1
California
$253K +$17.7K +210 +8%
AIM
1279
Acropolis Investment Management
Missouri
$252K +$29.8K +354 +13%
BI
1280
Berkeley Inc
Idaho
$252K +$337 +4 +0.1%
AAM
1281
Autus Asset Management
Arizona
$251K -$22.1K -263 -8%
PAG
1282
Private Advisory Group
Washington
$251K +$251K +2,978 New
GLA
1283
Good Life Advisors
Pennsylvania
$250K – – –
IF
1284
Intrua Financial
Texas
$249K -$14.2K -169 -5%
PK
1285
Pflug Koory
Nebraska
$248K – – –
EFM
1286
E Fund Management
China
$247K -$31.9K -379 -11%
JWCA
1287
J.W. Cole Advisors
Florida
$247K +$14.4K +170 +6%
Credit Agricole
1288
Credit Agricole
France
$247K +$55.5K +659 +29%
TPM
1289
Triasima Portfolio Management
Quebec, Canada
$247K +$247K +2,931 New
PSUF
1290
People's United Financial
Connecticut
$245K +$8.61K +102 +4%
CDH
1291
Charles D. Hyman
$245K +$42.4K +504 +21%
RTC
1292
Riverview Trust Company
Washington
$245K +$78K +924 +47%
MG
1293
Mather Group
Illinois
$245K +$245K +2,907 New
AL
1294
ACAS LLC
California
$243K +$84 +1 +0%
LAM
1295
L2 Asset Management
Massachusetts
$243K +$590 +7 +0.2%
VAM
1296
Verity Asset Management
North Carolina
$242K -$13K -154 -5%
ICG
1297
InterOcean Capital Group
Tennessee
$242K -$337 -4 -0.1%
CWM
1298
C2C Wealth Management
Arizona
$242K – – –
CS
1299
Comerica Securities
Michigan
$241K -$77.4K -917 -24%
BWM
1300
BNC Wealth Management
Oregon
$241K – – –
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