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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 %
KPCM
1401
Kings Point Capital Management
New York
$90K +$47.7K +565 +113%
MSE
1402
MUFG Securities EMEA
United Kingdom
$88K – – –
SWA
1403
SOA Wealth Advisors
New York
$88K +$16.2K +192 +22%
PI
1404
Parkside Investments
Illinois
$86K +$86K +1,021 New
FMB
1405
Field & Main Bank
Kentucky
$84K -$21.4K -255 -20%
FA
1406
Fortis Advisors
Pennsylvania
$84K – – –
AFIA
1407
America First Investment Advisors
Nebraska
$84K – – –
MRCM
1408
M&R Capital Management
New Jersey
$81K +$84 +1 +0.1%
PWP
1409
Pursue Wealth Partners
California
$80K +$80K +1,000 New
EWM
1410
Endurance Wealth Management
Rhode Island
$80K – – –
MPWT
1411
MassMutual Private Wealth & Trust
Connecticut
$79K +$19.2K +227 +32%
QC
1412
Quent Capital
New York
$74K +$13.4K +159 +22%
SJIA
1413
St. James Investment Advisors
New York
$68K – – –
HCP
1414
Hexagon Capital Partners
Arkansas
$68K +$10.4K +124 +18%
LWA
1415
Lenox Wealth Advisors
New York
$66K -$3.97K -49 -6%
FMII
1416
Farmers & Merchants Investments Inc
Nebraska
$66K – – –
GEA
1417
Glen Eagle Advisors
New Jersey
$64.2K +$59K +700 +1,129%
TFO
1418
Tarbox Family Office
California
$64K -$17.1K -203 -21%
NFSG
1419
Newbridge Financial Services Group
Florida
$63K -$19.3K -230 -23%
HWA
1420
HHM Wealth Advisors
Tennessee
$59K +$59K +700 New
HWMA
1421
Heritage Wealth Management (Arizona)
Arizona
$58K +$58K +685 New
EARNEST Partners
1422
EARNEST Partners
Georgia
$57K – – –
CAC
1423
Core Alternative Capital
Georgia
$57K +$51.5K +612 +942%
MA
1424
MCF Advisors
Kentucky
$56K +$56K +663 New
BFEC
1425
Benjamin F. Edwards & Company
Missouri
$55K -$11.6K -139 -17%
55 56
57
58 59