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Charles Schwab
SCHW

Overview Fund Activity

1,616 hedge funds and large institutions have $130B invested in Charles Schwab in 2022 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 647 increasing their positions, 541 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,616
Holders Change
+106
Holders Change %
+7.02%
% of All Funds
26.07%
Holding in Top 10
130
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.18%
% of All Funds
2.1%
New
210
Increased
647
Reduced
541
Closed
78
Calls
$1.19B
Puts
$1.2B
Net Calls
-$14.3M
Net Calls Change
-$108M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$18.8B
2
Morgan Stanley
Morgan Stanley
New York
+$713M
3
Bank of America
Bank of America
North Carolina
+$697M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$369M
5
BlackRock
BlackRock
New York
+$325M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$989M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$911M
3
DCP
DSM Capital Partners
Florida
-$366M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$310M
5
Dodge & Cox
Dodge & Cox
California
-$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
1451
Resurgent Financial Advisors
Georgia
$89.3K +$89.3K +1,072 New
GFPC
1452
Global Financial Private Client
Florida
$89.2K – – –
BWM
1453
Baystate Wealth Management
Massachusetts
$89K -$14.9K -179 -14%
BIA
1454
Bell Investment Advisors
California
$88.4K +$7.99K +96 +10%
FMII
1455
Farmers & Merchants Investments Inc
Nebraska
$83.7K +$1.67K +20 +2%
WPA
1456
West Paces Advisors
Georgia
$83.6K -$21.1K -254 -20%
FMB
1457
Field & Main Bank
Kentucky
$83.3K – – –
FA
1458
Fortis Advisors
Pennsylvania
$83.3K – – –
AFIA
1459
America First Investment Advisors
Nebraska
$83K – – –
KHC
1460
Koesten Hirschmann & Crabtree
Kansas
$81.3K +$81.3K +977 New
MRCM
1461
M&R Capital Management
New Jersey
$81.3K +$167 +2 +0.2%
CHC
1462
City Holding Co
West Virginia
$81.2K – – –
CA
1463
CoreCap Advisors
Michigan
$79.3K +$79.3K +952 New
EWM
1464
Endurance Wealth Management
Rhode Island
$79K – – –
TFM
1465
TFC Financial Management
Massachusetts
$77.6K +$76K +913 +4,805%
HCM
1466
Hollencrest Capital Management
California
$72.8K +$72.8K +874 New
RWPA
1467
Richard W. Paul & Associates
Michigan
$72.4K +$72.4K +870 New
MCM
1468
MV Capital Management
Maryland
$71.9K +$8.91K +107 +14%
SPWM
1469
Spartan Planning & Wealth Management
North Carolina
$68.5K +$19.2K +231 +39%
GEA
1470
Glen Eagle Advisors
New Jersey
$68.4K +$4.91K +59 +8%
FCG
1471
Financial Connections Group
California
$65K +$27.8K +335 +75%
HWA
1472
HHM Wealth Advisors
Tennessee
$63.3K – – –
HCP
1473
Hexagon Capital Partners
Arkansas
$62.8K +$83 +1 +0.1%
CCA
1474
Column Capital Advisors
Indiana
$62.6K +$21.6K +260 +53%
FFA
1475
Farther Finance Advisors
California
$62.1K +$62.1K +746 New
57 58
59
60 61