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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 %
GRP
1376
Global Retirement Partners
California
$149K +$149K +2,338 New
EWA
1377
EverSource Wealth Advisors
Alabama
$142K +$42.6K +506 +43%
BEI
1378
Benjamin Edwards Inc
Missouri
$136K -$6.22K -74 -4%
CWP
1379
Concord Wealth Partners
Virginia
$135K -$7.15K -85 -5%
VRM
1380
Vectors Research Management
New York
$131K -$43.5K -515 -25%
FPB
1381
First PREMIER Bank
South Dakota
$131K +$1.01K +12 +0.8%
MGIM
1382
M&G Investment Management
United Kingdom
$129K +$8.9K +105,966 +7%
CFD
1383
Creative Financial Designs
Indiana
$127K +$84 +1 +0.1%
GFPC
1384
Global Financial Private Client
Florida
$127K +$62.9K +753 +98%
CC
1385
Corsicana & Co
Texas
$126K – – –
LWCFA
1386
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$123K -$39.7K -470 -24%
PFGIA
1387
Patriot Financial Group Insurance Agency
Massachusetts
$120K -$162K -1,925 -57%
CHC
1388
City Holding Co
West Virginia
$120K -$4.21K -50 -3%
LF
1389
Lee Financial
Texas
$120K – – –
T
1390
TCWP
Ohio
$117K +$117K +1,391 New
MMG
1391
Monetary Management Group
Missouri
$114K – – –
DAC
1392
Dividend Assets Capital
South Carolina
$113K +$32.2K +382 +40%
FAG
1393
Fortitude Advisory Group
Washington
$112K – – –
PCG
1394
Private Capital Group
Connecticut
$111K -$2.95K -35 -3%
WPA
1395
West Paces Advisors
Georgia
$110K +$4.97K +59 +5%
BWM
1396
Baystate Wealth Management
Massachusetts
$105K +$254 +3 +0.2%
C
1397
Covestor
United Kingdom
$104K +$14.8K +176 +17%
OC
1398
Oakworth Capital
Alabama
$101K – – –
HFS
1399
Hantz Financial Services
Michigan
$97K -$44.4K -525 -31%
NL
1400
NVWM LLC
Pennsylvania
$94K +$94K +1,121 New
54 55
56
57 58