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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
1
Janus Henderson Group
United Kingdom
$1.79B
2
GQG Partners
2
GQG Partners
Florida
$1.19B
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.11B
4
Boston Partners
4
Boston Partners
Massachusetts
$747M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$250M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.66B
2
Primecap Management
2
Primecap Management
California
$378M
3
BlackRock
3
BlackRock
New York
$7.4B
4
Goldman Sachs
4
Goldman Sachs
New York
$573M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$326M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lord, Abbett & Co
126
Lord, Abbett & Co
New Jersey
$87.7M +$87.7M +1,219,931 New
WBC
127
Westpac Banking Corp
Australia
$86.7M -$8.53M -118,665 -9%
ACM
128
Atlanta Capital Management
Georgia
$86.3M +$3.7M +51,498 +4%
Canada Pension Plan Investment Board
129
Canada Pension Plan Investment Board
Ontario, Canada
$84.3M -$13.2M -184,100 -14%
PCM
130
PAR Capital Management
Massachusetts
$83M +$323K +4,500 +0.4%
WHG
131
Westwood Holdings Group
Texas
$81.1M +$9M +125,197 +12%
MG
132
Markel Group
Virginia
$80.2M +$934K +13,000 +1%
CCMG
133
Clark Capital Management Group
Pennsylvania
$80M +$28.4M +394,629 +55%
AI
134
Ariel Investments
Illinois
$79.8M -$6.07M -84,440 -7%
Lazard Asset Management
135
Lazard Asset Management
New York
$77.8M -$2.01M -27,944 -3%
WI
136
Wafra Inc
New York
$76.4M -$621K -8,643 -0.8%
Canada Life
137
Canada Life
Manitoba, Canada
$74.4M +$806K +11,216 +1%
KBC Group
138
KBC Group
Belgium
$74.2M +$15.4M +214,766 +26%
LCOV
139
London Company of Virginia
Virginia
$73.8M -$723K -10,060 -1%
BNP Paribas Financial Markets
140
BNP Paribas Financial Markets
France
$73.8M +$27M +376,164 +58%
EIC
141
Equity Investment Corp
Georgia
$73.1M +$2M +27,875 +3%
TAM
142
Tocqueville Asset Management
New York
$72.4M -$96.2K -1,338 -0.1%
BWC
143
Blue Whale Capital
United Kingdom
$71.3M -$5.35M -74,500 -7%
ZIG
144
Zurich Insurance Group
Switzerland
$70.9M +$50.5M +702,905 +248%
Bank Julius Baer & Co
145
Bank Julius Baer & Co
Switzerland
$70.6M -$568K -7,897 -0.8%
Chevy Chase Trust
146
Chevy Chase Trust
Maryland
$68.2M +$1.55M +21,525 +2%
Mitsubishi UFJ Asset Management
147
Mitsubishi UFJ Asset Management
Japan
$67.4M +$7.12M +99,133 +12%
BHC
148
Bowen Hanes & Co
Florida
$65.5M +$153K +2,129 +0.2%
GT
149
Glenmede Trust
Pennsylvania
$62.4M +$19.8M +275,908 +47%
TD Asset Management
150
TD Asset Management
Ontario, Canada
$62.3M -$895K -12,316 -1%
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