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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 %
CWM
1351
C2C Wealth Management
Arizona
$237K – – –
NPP
1352
New Potomac Partners
Maryland
$237K +$237K +2,844 New
EFSCE
1353
Enterprise Financial Services Corp (EFSC)
Missouri
$236K +$236K +2,839 New
SG
1354
StoneX Group
New York
$235K +$235K +2,820 New
MSS
1355
Mitchell Sinkler & Starr
Pennsylvania
$234K +$234K +2,814 New
FA
1356
Fagan Associates
New York
$234K – – –
BWM
1357
BNC Wealth Management
Oregon
$234K -$46.1K -553 -16%
Wolverine Trading
1358
Wolverine Trading
Illinois
$234K -$2.31M -27,671 -91%
KCM
1359
KRS Capital Management
Michigan
$233K +$233K +2,800 New
GIA
1360
Guyasuta Investment Advisors
Pennsylvania
$231K +$231K +2,780 New
EW
1361
Evoke Wealth
California
$230K +$6.83K +82 +3%
FTC
1362
Farmers Trust Company
Ohio
$230K +$230K +2,760 New
FCH
1363
Freestone Capital Holdings
Washington
$230K -$272K -3,262 -54%
PWM
1364
Prosperity Wealth Management
California
$228K +$228K +2,736 New
CWM
1365
Centric Wealth Management
Illinois
$227K +$227K +2,723 New
KWM
1366
Kolinsky Wealth Management
New Jersey
$226K +$226K +2,718 New
FOA
1367
Five Oceans Advisors
California
$225K -$9.41K -113 -4%
WWP
1368
Waypoint Wealth Partners
California
$225K +$225K +2,705 New
PFA
1369
Pure Financial Advisors
California
$225K +$225K +2,701 New
BMC
1370
Benin Management Corp
Connecticut
$225K +$225K +2,700 New
NL
1371
NWAM LLC
Washington
$222K +$222K +2,667 New
ACM
1372
Academy Capital Management
Texas
$221K +$221K +2,656 New
MA
1373
MONECO Advisors
Connecticut
$220K +$220K +2,643 New
BP
1374
Broadleaf Partners
Ohio
$220K +$220K +2,640 New
CFA
1375
Cahill Financial Advisors
Minnesota
$219K +$219K +2,636 New
53 54
55
56 57