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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 %
AFP
1301
Ausdal Financial Partners
Iowa
$240K -$33.8K -401 -12%
FANJ
1302
Financial Architects (New Jersey)
New Jersey
$240K -$5.24K -62 -2%
JSW
1303
Journey Strategic Wealth
New Jersey
$240K +$5.39K +64 +2%
NP
1304
NorthRock Partners
Minnesota
$239K -$18.8K -223 -7%
BFG
1305
Berger Financial Group
Minnesota
$239K +$36.2K +429 +18%
PWP
1306
Perfromance Wealth Partners
Illinois
$239K +$239K +2,834 New
FBFS
1307
First Business Financial Services
Wisconsin
$238K +$238K +2,823 New
FA
1308
Fagan Associates
New York
$237K – – –
CWM
1309
Centric Wealth Management
Illinois
$236K +$3.63K +43 +2%
TFA
1310
Tranquilli Financial Advisor
New Jersey
$235K -$5.64K -67 -2%
SXL
1311
Summit X LLC
Missouri
$235K +$9K +106 +4%
FTC
1312
Farmers Trust Company
Ohio
$233K -$5.88M -69,663 -96%
FOA
1313
Five Oceans Advisors
California
$233K -$8.67K -103 -4%
DIP
1314
DT Investment Partners
Pennsylvania
$229K +$229K +2,716 New
WWP
1315
Waypoint Wealth Partners
California
$228K -$43.7K -519 -16%
FCA
1316
FLC Capital Advisors
California
$228K -$16.8K -200 -7%
EW
1317
Evoke Wealth
California
$228K +$13.9K +165 +7%
CP
1318
Castleview Partners
Texas
$225K -$19.5M -231,968 -99%
SYBT
1319
Stock Yards Bank & Trust
Kentucky
$225K +$1.44K +17 +0.6%
ACM
1320
Academy Capital Management
Texas
$224K – – –
BP
1321
Broadleaf Partners
Ohio
$223K – – –
MA
1322
MONECO Advisors
Connecticut
$222K +$1.35K +16 +0.6%
SG
1323
StoneX Group
New York
$220K -$72.8K -864 -25%
WA
1324
Wealth Architects
California
$220K +$15.3K +182 +7%
RIA
1325
Regal Investment Advisors
Michigan
$220K +$220K +2,611 New
51 52
53
54 55