SCHW icon

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 %
HWM
1426
HighMark Wealth Management
Minnesota
$11K +$1.75K +27 +19%
HWMA
1427
Heritage Wealth Management (Arizona)
Arizona
$10.9K -$32.4K -513 -75%
TIM
1428
Tevis Investment Management
Texas
$10K – – –
HC
1429
Hoese & Co
Minnesota
$10K – – –
AFS
1430
Annapolis Financial Services
Maryland
$10K – – –
MCM
1431
McMillion Capital Management
North Carolina
$10K +$10K +165 New
BLC
1432
Brown, Lisle/Cummings
Rhode Island
$9.48K +$2.65K +42 +39%
HCM
1433
Highlander Capital Management
New Jersey
$9K – – –
SCA
1434
Stuart Chaussee & Associates
California
$9K – – –
CAL
1435
Capital Analysts LLC
Pennsylvania
$8K – – –
TCWA
1436
Ten Capital Wealth Advisors
Washington
$8K – – –
OLVIG
1437
Oliver Lagore Vanvalin Investment Group
Michigan
$8K – – –
BFPW
1438
BOK Financial Private Wealth
Colorado
$7K -$402K -6,553 -98%
JWM
1439
Janiczek Wealth Management
Colorado
$7K -$5.01K -73 -42%
WAS
1440
Winch Advisory Services
Wisconsin
$7K -$65 -1 -0.9%
MAWCM
1441
Mine & Arao Wealth Creation & Management
California
$7K – – –
CWM
1442
Cedar Wealth Management
California
$7K – – –
BPC
1443
Banque Pictet & Cie
Switzerland
$6.42K -$113 -1,785 -2%
SC
1444
Sierra Capital
Florida
$6K -$10.8K -184 -64%
COCM
1445
Charter Oak Capital Management
New Hampshire
$6K – – –
RP
1446
Repertoire Partners
New York
$6K – – –
LFG
1447
Larson Financial Group
Missouri
$6K +$6K +100 New
WOSD
1448
WFA of San Diego
California
$6K +$6K +100 New
MTIC
1449
Missouri Trust & Investment Company
Missouri
$5K – – –
UIA
1450
Ulland Investment Advisors
Minnesota
$5K – – –
56 57
58
59 60