SCHW icon

Charles Schwab
SCHW

Overview Fund Activity

1,558 hedge funds and large institutions have $112B invested in Charles Schwab in 2022 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 601 increasing their positions, 585 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,558
Holders Change
+61
Holders Change %
+4.07%
% of All Funds
24.66%
Holding in Top 10
87
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.75%
% of All Funds
1.38%
New
166
Increased
601
Reduced
585
Closed
90
Calls
$633M
Puts
$787M
Net Calls
-$154M
Net Calls Change
-$107M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.94B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$988M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$617M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$305M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$254M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.19B
2
Primecap Management
Primecap Management
California
-$890M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$362M
4
Citigroup
Citigroup
New York
-$316M
5
Parnassus Investments
Parnassus Investments
California
-$284M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
1476
Front Row Advisors
California
$20K +$418 +5 +2%
HF
1477
Halpern Financial
Virginia
$18.3K – – –
KTC
1478
Kistler-Tiffany Companies
Pennsylvania
$18K – – –
VCM
1479
Vigilant Capital Management
Maine
$17K – – –
CFN
1480
Cordasco Financial Network
Florida
$17K – – –
MWM
1481
Mascoma Wealth Management
New Hampshire
$17K – – –
ME
1482
McIlrath & Eck
Washington
$17K – – –
AW
1483
Alaethes Wealth
Nevada
$17K – – –
SC
1484
Siena Capital
Ohio
$17K +$17K +200 New
CTB
1485
Country Trust Bank
Illinois
$17K +$17K +205 New
FCT
1486
First Community Trust
Iowa
$16K – – –
VCM
1487
Versant Capital Management
Arizona
$15K -$1.37K -16 -8%
JWM
1488
Janiczek Wealth Management
Colorado
$15K – – –
KFI
1489
Key Financial Inc
Pennsylvania
$15K – – –
IFAM
1490
Institutional & Family Asset Management
Colorado
$15K +$9.21K +108 +159%
PPWM
1491
PFG Private Wealth Management
Florida
$14K -$374K -4,536 -96%
BWL
1492
Bogart Wealth LLC
Virginia
$14K -$34.9K -424 -71%
TIM
1493
Tevis Investment Management
Texas
$13K – – –
TFA
1494
Toth Financial Advisory
Virginia
$13K – – –
HC
1495
Hoese & Co
Minnesota
$13K – – –
AFS
1496
Annapolis Financial Services
Maryland
$13K – – –
RF
1497
Robbins Farley
New Hampshire
$13K – – –
DHGWA
1498
Dixon Hughes Goodman Wealth Advisors
North Carolina
$13K +$9.51K +109 +273%
BAM
1499
Byrne Asset Management
New Jersey
$13K +$13K +150 New
LWP
1500
Lumature Wealth Partners
Georgia
$12K -$15.6K -185 -57%
58 59
60
61 62