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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 %
SMWM
1376
Silvia McColl Wealth Management
California
$218K +$218K +2,623 New
B
1377
Barings
North Carolina
$218K +$218K +2,613 New
RCG
1378
Rock Creek Group
District of Columbia
$217K +$74.7K +897 +52%
FC
1379
Forte Capital
New York
$217K +$217K +2,604 New
OPA
1380
Old Port Advisors
Maine
$216K -$4.58K -55 -2%
AAS
1381
Ameritas Advisory Services
Nebraska
$215K +$215K +2,582 New
9WM
1382
9258 Wealth Management
Ohio
$215K -$147K -1,768 -41%
OAM
1383
Occidental Asset Management
California
$214K +$214K +2,575 New
FIBT
1384
First International Bank & Trust
North Dakota
$213K +$213K +2,559 New
PFM
1385
Patton Fund Management
Texas
$210K +$210K +2,524 New
PSC
1386
Portman Square Capital
United Kingdom
$208K +$208K +2,500 New
SW
1387
SMART Wealth
Nebraska
$207K +$207K +2,492 New
PWMG
1388
Provence Wealth Management Group
California
$207K +$207K +2,492 New
GWAG
1389
Garrett Wealth Advisory Group
Texas
$207K +$207K +2,481 New
AC
1390
Avestar Capital
New York
$206K +$206K +2,476 New
OWA
1391
One Wealth Advisors
California
$206K +$206K +2,469 New
RMAM
1392
Raab & Moskowitz Asset Management
New Jersey
$205K +$205K +2,467 New
MWM
1393
Mission Wealth Management
California
$205K +$205K +2,465 New
WAM
1394
Weatherly Asset Management
California
$205K +$205K +2,459 New
WG
1395
Welch Group
Alabama
$204K +$204K +2,454 New
FAFN
1396
First Affirmative Financial Network
Colorado
$202K -$69.9K -840 -26%
AWM
1397
Angeles Wealth Management
California
$202K +$202K +2,430 New
SWA
1398
SFMG Wealth Advisors
Texas
$202K +$202K +2,429 New
SPP
1399
Single Point Partners
Massachusetts
$202K +$202K +2,423 New
CNC
1400
Canandaigua National Corp
New York
$202K +$202K +2,424 New
54 55
56
57 58