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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 %
HWM
1501
HighMark Wealth Management
Minnesota
$12K -$2.43K -29 -17%
SCA
1502
Stuart Chaussee & Associates
California
$12K – – –
AWM
1503
Accel Wealth Management
Iowa
$11K – – –
HCM
1504
Highlander Capital Management
New Jersey
$11K – – –
TCWA
1505
Ten Capital Wealth Advisors
Washington
$11K – – –
OLVIG
1506
Oliver Lagore Vanvalin Investment Group
Michigan
$11K +$11K +128 New
CAL
1507
Capital Analysts LLC
Pennsylvania
$10K -$65K -800 -87%
MAWCM
1508
Mine & Arao Wealth Creation & Management
California
$10K +$88 +1 +0.9%
BLC
1509
Brown, Lisle/Cummings
Rhode Island
$9.11K +$9.11K +108 New
CWM
1510
Cedar Wealth Management
California
$9K – – –
WAS
1511
Winch Advisory Services
Wisconsin
$9K – – –
CI
1512
Cordant Inc
Oregon
$9K +$9K +110 New
RP
1513
Repertoire Partners
New York
$8K – – –
BHWM
1514
Beaird Harris Wealth Management
Texas
$8K +$8K +99 New
MTIC
1515
Missouri Trust & Investment Company
Missouri
$7K – – –
UIA
1516
Ulland Investment Advisors
Minnesota
$7K – – –
GTAM
1517
Global Trust Asset Management
Florida
$6K -$118K -1,400 -95%
SA
1518
SRH Advisors
Kansas
$6K – – –
DI
1519
Disciplined Investments
Oklahoma
$6K +$6K +69 New
FGAM
1520
Financial Gravity Asset Management
Texas
$5.33K -$1.78K -504 -25%
SC
1521
Schubert & Co
Texas
$5K -$1.4K -16 -22%
AP
1522
Atwood & Palmer
Missouri
$5K – – –
GWSG
1523
GPS Wealth Strategies Group
Colorado
$5K – – –
CAM
1524
Costello Asset Management
Pennsylvania
$5K – – –
MCC
1525
Money Concepts Capital
Florida
$5K +$5K +65 New
59 60
61
62 63