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Charles Schwab
SCHW

Overview Fund Activity

1,481 hedge funds and large institutions have $83.9B invested in Charles Schwab in 2022 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 642 increasing their positions, 507 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
-77
Holders Change %
-4.94%
% of All Funds
25.04%
Holding in Top 10
72
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.24%
% of All Funds
1.22%
New
125
Increased
642
Reduced
507
Closed
180
Calls
$640M
Puts
$640M
Net Calls
-$721K
Net Calls Change
+$154M

Top Buyers

1
PI
Putnam Investments
Massachusetts
+$551M
2
Dodge & Cox
Dodge & Cox
California
+$430M
3
Morgan Stanley
Morgan Stanley
New York
+$398M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
+$304M
5
Two Sigma Investments
Two Sigma Investments
New York
+$169M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.02B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$423M
3
Primecap Management
Primecap Management
California
-$410M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$380M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
1276
Ausdal Financial Partners
Iowa
$205K +$25.6K +406 +14%
VV
1277
Verity & Verity
South Carolina
$204K – – –
NL
1278
NWAM LLC
Washington
$204K +$204K +3,214 New
PTC
1279
Private Trust Company
Ohio
$203K -$69.9K -1,106 -26%
BAM
1280
Brave Asset Management
New Jersey
$202K – – –
CT
1281
Cambridge Trust
Massachusetts
$199K -$16.3K -257 -8%
SSG
1282
Summit Securities Group
New York
$199K +$160K +2,536 +412%
CWC
1283
Carolinas Wealth Consulting
North Carolina
$197K +$3.66K +58 +2%
MCM
1284
Manchester Capital Management
Vermont
$191K – – –
AIM
1285
Acropolis Investment Management
Missouri
$186K -$3.42K -54 -2%
PK
1286
Pflug Koory
Nebraska
$186K – – –
EWA
1287
EverSource Wealth Advisors
Alabama
$183K +$76.9K +1,220 +72%
C
1288
Covestor
United Kingdom
$183K +$105K +1,658 +134%
CFGS
1289
Concourse Financial Group Securities
Alabama
$175K +$56.2K +891 +47%
LC
1290
Lindbrook Capital
California
$173K +$20.8K +328 +14%
GWS
1291
Glassman Wealth Services
Virginia
$167K +$26.7K +421 +19%
EW
1292
Evoke Wealth
California
$165K -$5.69K -90 -3%
RTC
1293
Riverview Trust Company
Washington
$161K -$22.4K -354 -12%
HFM
1294
Harvest Fund Management
China
$156K -$205K -3,248 -57%
GRP
1295
Global Retirement Partners
California
$155K +$7.63K +121 +5%
SOW
1296
State of Wyoming
Wyoming
$153K -$206K -3,261 -57%
Pacer Advisors
1297
Pacer Advisors
Pennsylvania
$152K -$4.74M -74,902 -97%
SGA
1298
Seaport Global Advisors
Massachusetts
$145K -$80.8K -1,280 -36%
BA
1299
Bellwether Advisors
Nebraska
$145K – – –
FMP
1300
Financial Management Professionals
Texas
$145K +$3.28K +52 +2%
50 51
52
53 54