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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 %
GFPC
1351
Global Financial Private Client
Florida
$49K -$48.1K -753 -50%
GEA
1352
Glen Eagle Advisors
New Jersey
$48.1K – – –
ZB
1353
Zions Bancorporation
Utah
$48K -$70.9K -1,132 -60%
HWA
1354
HHM Wealth Advisors
Tennessee
$48K +$3.79K +60 +9%
BSB
1355
Bangor Savings Bank
Maine
$47K +$47K +750 New
DWP
1356
Destiny Wealth Partners
Florida
$45K +$15.6K +246 +53%
EARNEST Partners
1357
EARNEST Partners
Georgia
$43K – – –
CA
1358
Crewe Advisors
Utah
$43K +$43K +677 New
CAC
1359
Core Alternative Capital
Georgia
$42K -$502 -8 -1%
MA
1360
MCF Advisors
Kentucky
$42K – – –
GLLW
1361
Graves Light Lenhart Wealth
Virginia
$39K – – –
AF
1362
Arrow Financial
New York
$39K – – –
1IA
1363
1834 Investment Advisors
Wisconsin
$39K +$39K +612 New
GC
1364
Gould Capital
Washington
$38K – – –
ANBT
1365
American National Bank & Trust
Texas
$37K – – –
Nomura Holdings
1366
Nomura Holdings
Japan
$36K -$885K -13,990 -96%
AF
1367
Advisornet Financial
Minnesota
$36K -$2.59K -41 -7%
TWC
1368
TD Waterhouse Canada
Ontario, Canada
$35.8K – – –
NSIM
1369
North Star Investment Management
Illinois
$35K – – –
SJIA
1370
St. James Investment Advisors
New York
$34K -$17.5K -275 -34%
MCM
1371
MV Capital Management
Maryland
$34K -$2.22K -35 -6%
WAM
1372
Worth Asset Management
Texas
$32K – – –
CFO
1373
CVA Family Office
Colorado
$32K +$64 +1 +0.2%
CCA
1374
Column Capital Advisors
Indiana
$31K – – –
JWA
1375
JFS Wealth Advisors
Pennsylvania
$31K +$5.86K +93 +23%
53 54
55
56 57