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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 %
EFS
1326
Essex Financial Services
Connecticut
$256K -$11K -132 -4%
WA
1327
Waverly Advisors
Alabama
$255K -$1.83K -22 -0.7%
JWM
1328
Jeppson Wealth Management
California
$253K +$14.8K +178 +6%
PWA
1329
PCG Wealth Advisors
Kansas
$252K -$249K -2,994 -50%
AAM
1330
Autus Asset Management
Arizona
$249K – – –
MCM
1331
Manchester Capital Management
Vermont
$249K +$3.58K +43 +1%
GWS
1332
Glassman Wealth Services
Virginia
$249K +$24.2K +291 +11%
RBC
1333
Romano Brothers & Co
Illinois
$248K -$2.42K -29 -1%
VC
1334
Veracity Capital
Georgia
$248K +$9.49K +114 +4%
HHGA
1335
Halbert Hargrove Global Advisors
California
$248K +$9.66K +116 +4%
NW
1336
NewEdge Wealth
Pennsylvania
$247K +$2.58K +31 +1%
AIM
1337
Acropolis Investment Management
Missouri
$246K +$1.92K +23 +0.8%
KFS
1338
Kaizen Financial Strategies
California
$246K -$50.6K -610 -17%
HFM
1339
Hartford Funds Management
Pennsylvania
$245K +$245K +2,942 New
WA1
1340
Wimmer Associates 1
California
$244K +$833 +10 +0.3%
EFM
1341
E Fund Management
China
$244K -$13K -156 -5%
AFP
1342
Ausdal Financial Partners
Iowa
$243K -$27.6K -332 -10%
CS
1343
Comerica Securities
Michigan
$243K +$243K +2,916 New
CIP
1344
Convergence Investment Partners
Florida
$242K -$10.4K -125 -4%
WWM
1345
Wolff Wiese Magana
California
$240K -$13.7K -164 -5%
CAM
1346
Crestone Asset Management
Colorado
$239K – – –
FANJ
1347
Financial Architects (New Jersey)
New Jersey
$239K – – –
IAIM
1348
International Assets Investment Management
Florida
$239K +$239K +2,866 New
AWAP
1349
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$238K -$583 -7 -0.2%
DLA
1350
Douglas Lane & Associates
New York
$237K +$237K +2,847 New
52 53
54
55 56