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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 %
HCM
1451
Highlander Capital Management
New Jersey
$10K – – –
CAL
1452
Capital Analysts LLC
Pennsylvania
$9K – – –
SC
1453
Schubert & Co
Texas
$9K +$4.65K +64 +107%
ARS
1454
Adirondack Retirement Specialists
New York
$9K +$9K +124 New
BFPW
1455
BOK Financial Private Wealth
Colorado
$8K – – –
JWM
1456
Janiczek Wealth Management
Colorado
$8K – – –
CWM
1457
Cedar Wealth Management
California
$8K – – –
MAWCM
1458
Mine & Arao Wealth Creation & Management
California
$8K – – –
PCH
1459
Polar Capital Holdings
United Kingdom
$7.98K +$7.98K +111,086 New
LFG
1460
Larson Financial Group
Missouri
$7K – – –
SC
1461
Sierra Capital
Florida
$7K – – –
RP
1462
Repertoire Partners
New York
$7K – – –
MTIC
1463
Missouri Trust & Investment Company
Missouri
$6K – – –
UIA
1464
Ulland Investment Advisors
Minnesota
$6K – – –
WT
1465
Washington Trust
Rhode Island
$6K +$2.3K +31 +62%
AAP
1466
Arax Advisory Partners
Colorado
$5K -$10.4K -152 -68%
GTAM
1467
Global Trust Asset Management
Florida
$5K – – –
SA
1468
SRH Advisors
Kansas
$5K – – –
FGAM
1469
Financial Gravity Asset Management
Texas
$4.89K +$76 +18 +2%
TAM
1470
Tucker Asset Management
Colorado
$4.3K +$4.3K +54 New
GA
1471
GoalVest Advisory
New York
$4K -$271K -4,197 -99%
OLVIG
1472
Oliver Lagore Vanvalin Investment Group
Michigan
$4K -$5.31K -73 -57%
WAS
1473
Winch Advisory Services
Wisconsin
$4K -$4K -54 -50%
BAM
1474
Byrne Asset Management
New Jersey
$4K – – –
VCM
1475
Vigilant Capital Management
Maine
$4K – – –
57 58
59
60 61