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Charles Schwab
SCHW

Overview Fund Activity

1,510 hedge funds and large institutions have $97.8B invested in Charles Schwab in 2022 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 644 increasing their positions, 486 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
+29
Holders Change %
+1.96%
% of All Funds
26.11%
Holding in Top 10
110
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+52.78%
% of All Funds
1.9%
New
156
Increased
644
Reduced
486
Closed
105
Calls
$923M
Puts
$829M
Net Calls
+$93.9M
Net Calls Change
+$94.6M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.79B
2
GQG Partners
GQG Partners
Florida
$1.19B
3
Fisher Asset Management
Fisher Asset Management
Washington
$1.11B
4
Boston Partners
Boston Partners
Massachusetts
$747M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$250M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.66B
2
Primecap Management
Primecap Management
California
$378M
3
BlackRock
BlackRock
New York
$7.4B
4
Goldman Sachs
Goldman Sachs
New York
$573M
5
Capital Research Global Investors
Capital Research Global Investors
California
$326M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
1401
JFS Wealth Advisors
Pennsylvania
$32K -$3.7K -51 -10%
FCG
1402
Financial Connections Group
California
$32K – – –
NFSG
1403
Newbridge Financial Services Group
Florida
$32K +$2.1K +29 +7%
CWA
1404
Carolina Wealth Advisors
South Carolina
$30K – – –
PCM
1405
Penserra Capital Management
California
$29K -$5.03K -70 -15%
SAM
1406
Selway Asset Management
$29K +$29K +400 New
AP
1407
Arlington Partners
Alabama
$28K – – –
PHK
1408
Point72 Hong Kong
Hong Kong
$27K -$2.36M -33,124 -99%
AWM
1409
AllSquare Wealth Management
New York
$26K – – –
FRA
1410
Front Row Advisors
California
$26K +$8.84K +122 +51%
TAIM
1411
TD Ameritrade Investment Management
Nebraska
$25K -$8.69K -123 -26%
EIM
1412
Essex Investment Management
Massachusetts
$25K – – –
WBC
1413
West Branch Capital
Massachusetts
$25K +$25K +350 New
SOW
1414
State of Wyoming
Wyoming
$24K -$153K -2,093 -86%
CT
1415
Clearstead Trust
Maine
$24K +$24K +340 New
HGERS
1416
Householder Group Estate & Retirement Specialist
Arizona
$24K +$24K +342 New
HS
1417
Horan Securities
United States
$23K -$1.06K -15 -4%
IBOK
1418
Independence Bank of Kentucky
Kentucky
$23K – – –
PGAM
1419
Princeton Global Asset Management
New Jersey
$23K – – –
Jones Financial Companies
1420
Jones Financial Companies
Missouri
$21K -$9.55K -131 -31%
IRC
1421
Investors Research Corp
Georgia
$21K – – –
BONH
1422
Bank of New Hampshire
New Hampshire
$21K – – –
BAM
1423
Bellevue Asset Management
Washington
$20K +$141 +2 +0.7%
MCC
1424
Money Concepts Capital
Florida
$20K +$20K +280 New
CAL
1425
Capital Advisors Ltd
Ohio
$20K +$20K +284 New
55 56
57
58 59