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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 %
WTA
1426
Washington Trust Advisors
Massachusetts
$19K -$4.36K -62 -19%
BWA
1427
BDO Wealth Advisors
Florida
$19K – – –
ME
1428
McIlrath & Eck
Washington
$19K – – –
FPB
1429
First PREMIER Bank
South Dakota
$19K +$19K +265 New
GIA
1430
Goodwin Investment Advisory
Georgia
$19K +$19K +268 New
FSWA
1431
Financial Synergies Wealth Advisors
Texas
$18.8K +$72 +1 +0.4%
HF
1432
Halpern Financial
Virginia
$15.6K – – –
FCT
1433
First Community Trust
Iowa
$14K – – –
MWM
1434
Mascoma Wealth Management
New Hampshire
$14K – – –
WWM
1435
Wagner Wealth Management
South Carolina
$14K – – –
PWMG
1436
Prestige Wealth Management Group
New Jersey
$14K – – –
SC
1437
Siena Capital
Ohio
$14K – – –
IFAM
1438
Institutional & Family Asset Management
Colorado
$13K – – –
KFI
1439
Key Financial Inc
Pennsylvania
$13K – – –
HWMA
1440
Heritage Wealth Management (Arizona)
Arizona
$13K +$914 +13 +8%
ETC
1441
Exchange Traded Concepts
Oklahoma
$12K -$4.91K -70 -29%
VCM
1442
Versant Capital Management
Arizona
$12K -$2.55K -35 -18%
MCM
1443
McMillion Capital Management
North Carolina
$12K – – –
HWM
1444
HighMark Wealth Management
Minnesota
$12K – – –
TCM
1445
Tradewinds Capital Management
Washington
$12K +$140 +2 +1%
Loomis, Sayles & Company
1446
Loomis, Sayles & Company
Massachusetts
$12K +$12K +172 New
HC
1447
Hoese & Co
Minnesota
$11K – – –
TIM
1448
Tevis Investment Management
Texas
$11K – – –
BLC
1449
Brown, Lisle/Cummings
Rhode Island
$10.8K – – –
HCM
1450
Highlander Capital Management
New Jersey
$10K – – –
56 57
58
59 60