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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 %
CP
1376
Castleview Partners
Texas
$30.8K -$87.3K -1,974 -74%
TAIM
1377
TD Ameritrade Investment Management
Nebraska
$30K -$2.14K -34 -7%
GI
1378
Gradient Investments
Minnesota
$30K +$10.4K +167 +53%
PCM
1379
Penserra Capital Management
California
$29K -$269K -4,403 -90%
HFA
1380
HC Financial Advisors
California
$29K – – –
M1FG
1381
Mach-1 Financial Group
Arkansas
$28K – – –
FCG
1382
Financial Connections Group
California
$28K – – –
HFS
1383
Heritage Financial Services
Massachusetts
$28K +$28K +456 New
BFG
1384
Baron Financial Group
New Jersey
$27.5K – – –
NFSG
1385
Newbridge Financial Services Group
Florida
$26K -$21.5K -340 -45%
CWA
1386
Carolina Wealth Advisors
South Carolina
$26K – – –
Jones Financial Companies
1387
Jones Financial Companies
Missouri
$26K +$26K +419 New
KC
1388
Knuff & Co
California
$25K – – –
AP
1389
Arlington Partners
Alabama
$24K – – –
AWM
1390
AllSquare Wealth Management
New York
$23K – – –
EIM
1391
Essex Investment Management
Massachusetts
$22K – – –
EBA
1392
Eagle Bay Advisors
New York
$21K +$21K +333 New
WTA
1393
Washington Trust Advisors
Massachusetts
$21K -$2.02K -32 -9%
IBOK
1394
Independence Bank of Kentucky
Kentucky
$21K – – –
HS
1395
Horan Securities
United States
$21K +$926 +15 +5%
SWM
1396
Sugarloaf Wealth Management
Georgia
$20K – – –
PGAM
1397
Princeton Global Asset Management
New Jersey
$20K – – –
IRC
1398
Investors Research Corp
Georgia
$18K – – –
BAM
1399
Bellevue Asset Management
Washington
$18K – – –
BONH
1400
Bank of New Hampshire
New Hampshire
$18K – – –
54 55
56
57 58