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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 %
GLLW
1426
Graves Light Lenhart Wealth
Virginia
$53K -$58.4K -686 -52%
AF
1427
Arrow Financial
New York
$53K – – –
SSG
1428
Summit Securities Group
New York
$52K -$704K -8,342 -93%
GC
1429
Gould Capital
Washington
$51K – – –
BFC
1430
Bedel Financial Consulting
Indiana
$51K – – –
AF
1431
Advisornet Financial
Minnesota
$51K +$669 +8 +1%
MS
1432
Mizuho Securities
Japan
$50K +$36.4K +430 +269%
ANBT
1433
American National Bank & Trust
Texas
$49K +$16.9K +200 +53%
A
1434
AustralianSuper
Australia
$48.2K +$48.2K +572,172 New
MCM
1435
MV Capital Management
Maryland
$48K +$7.5K +89 +19%
NSIM
1436
North Star Investment Management
Illinois
$47K -$86.4K -1,015 -65%
TWC
1437
TD Waterhouse Canada
Ontario, Canada
$46.9K -$12.5K -150 -21%
BWA
1438
BDO Wealth Advisors
Florida
$44K – – –
TAIM
1439
TD Ameritrade Investment Management
Nebraska
$43K +$18.6K +221 +76%
CFO
1440
CVA Family Office
Colorado
$42K – – –
CCA
1441
Column Capital Advisors
Indiana
$41K -$917 -11 -2%
DWP
1442
Destiny Wealth Partners
Florida
$39K – – –
FF
1443
FourThought Financial
Florida
$38K – – –
HFA
1444
HC Financial Advisors
California
$38K +$83 +1 +0.2%
M1FG
1445
Mach-1 Financial Group
Arkansas
$37K -$13.1K -159 -26%
FCG
1446
Financial Connections Group
California
$37K – – –
BFG
1447
Baron Financial Group
New Jersey
$36.7K – – –
CWA
1448
Carolina Wealth Advisors
South Carolina
$35K – – –
KC
1449
Knuff & Co
California
$34K – – –
JWA
1450
JFS Wealth Advisors
Pennsylvania
$34K +$11.5K +135 +51%
56 57
58
59 60