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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 %
BMC
1326
Benin Management Corp
Connecticut
$219K +$8.42K +100 +4%
SSCA
1327
South Shore Capital Advisors
Massachusetts
$217K -$110K -1,300 -34%
QI
1328
Qtron Investments
Massachusetts
$217K +$217K +2,572 New
WA
1329
Waverly Advisors
Alabama
$216K -$26.5K -314 -11%
SOS
1330
Silver Oak Securities
Tennessee
$215K +$215K +2,632 New
SWA
1331
SFMG Wealth Advisors
Texas
$214K -$33.5K -397 -14%
OPA
1332
Old Port Advisors
Maine
$214K +$22K +264 +11%
CHP
1333
Cable Hill Partners
Oregon
$214K +$214K +2,534 New
SW
1334
SteelPeak Wealth
California
$214K +$214K +2,544 New
PFP
1335
Paragon Financial Partners
California
$213K – – –
GP
1336
Greenline Partners
New York
$211K – – –
CFA
1337
Cahill Financial Advisors
Minnesota
$211K +$506 +6 +0.2%
GWAG
1338
Garrett Wealth Advisory Group
Texas
$209K – – –
RMAM
1339
Raab & Moskowitz Asset Management
New Jersey
$207K – – –
WAM
1340
Weatherly Asset Management
California
$207K +$207K +2,459 New
ADIM
1341
Alpha DNA Investment Management
Maryland
$206K -$2.03M -24,142 -91%
SM
1342
Sciencast Management
New Jersey
$205K -$481K -5,892 -70%
MW
1343
Marcum Wealth
Ohio
$205K -$8.68K -103 -4%
AC
1344
Annandale Capital
Texas
$205K – – –
BA
1345
Bridgewater Advisors
New York
$205K +$205K +2,431 New
CCFM
1346
Clear Creek Financial Management
Washington
$205K +$205K +2,431 New
IWM
1347
IHT Wealth Management
Illinois
$204K -$11.2K -132 -5%
DIM
1348
Delta Investment Management
California
$203K -$56.1K -666 -22%
LC
1349
Lindbrook Capital
California
$203K -$591 -7 -0.3%
BO
1350
BRR OpCo
Ohio
$203K +$203K +2,402 New
52 53
54
55 56