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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 %
AF
1476
Advisornet Financial
Minnesota
$62K +$9.99K +120 +19%
BSB
1477
Bangor Savings Bank
Maine
$62K – – –
MA
1478
MCF Advisors
Kentucky
$61.4K +$6.25K +75 +11%
HFS
1479
Hantz Financial Services
Michigan
$59K -$35.3K -427 -37%
FPB
1480
First PREMIER Bank
South Dakota
$59K +$37.1K +450 +170%
EARNEST Partners
1481
EARNEST Partners
Georgia
$56.8K – – –
CAC
1482
Core Alternative Capital
Georgia
$56.2K -$3.91K -47 -7%
GTAM
1483
Global Trust Asset Management
Florida
$55.9K +$50K +600 +845%
CFO
1484
CVA Family Office
Colorado
$53.1K +$11.2K +135 +27%
ANBT
1485
American National Bank & Trust
Texas
$53K – – –
AF
1486
Arrow Financial
New York
$52K – – –
DWP
1487
Destiny Wealth Partners
Florida
$50.2K – – –
GC
1488
Gould Capital
Washington
$50K – – –
SWM
1489
Sugarloaf Wealth Management
Georgia
$49.1K +$1K +12 +2%
NSIM
1490
North Star Investment Management
Illinois
$47K +$1.08K +13 +2%
CSB
1491
City State Bank
Iowa
$47K – – –
TWC
1492
TD Waterhouse Canada
Ontario, Canada
$46K – – –
WAM
1493
Worth Asset Management
Texas
$41.6K – – –
ADL
1494
Asset Dedication LLC
California
$40K +$37.5K +456 +1,520%
HWMA
1495
Heritage Wealth Management (Arizona)
Arizona
$39K +$23.6K +283 +153%
SN
1496
Sittner & Nelson
Oregon
$37.5K +$37.5K +450 New
AWM
1497
Abound Wealth Management
Tennessee
$37.1K -$7.83K -94 -17%
JWA
1498
JFS Wealth Advisors
Pennsylvania
$35.6K -$1.08K -13 -3%
WOSD
1499
WFA of San Diego
California
$33.6K +$33.6K +404 New
CT
1500
Clearstead Trust
Maine
$33K +$4.45K +53 +16%
58 59
60
61 62