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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 %
BBPWM
1526
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
WT
1527
Washington Trust
Rhode Island
$4K – – –
S
1528
Surevest
California
$4K – – –
MFT
1529
Moisand Fitzgerald Tamayo
Florida
$4K +$4K +44 New
LSA
1530
Lansing Street Advisors
Pennsylvania
$4K +$4K +47 New
PAG
1531
Paladin Advisory Group
Iowa
$4K +$4K +52 New
ECM
1532
Estabrook Capital Management
New York
$3.79K – – –
Loomis, Sayles & Company
1533
Loomis, Sayles & Company
Massachusetts
$3K -$24.4K -252 -89%
COCM
1534
Charter Oak Capital Management
New Hampshire
$3K – – –
TFGT
1535
TS Financial Group (TSFG)
Illinois
$3K – – –
CAL
1536
Capital Advisors Ltd
Ohio
$3K +$1.45K +15 +94%
ADL
1537
Asset Dedication LLC
California
$3K +$3K +30 New
APC
1538
Aspire Private Capital
North Carolina
$2K -$783 -9 -28%
ACM
1539
AUA Capital Management
Pennsylvania
$2K – – –
HNWAG
1540
High Net Worth Advisory Group
Florida
$2K – – –
TFM
1541
TFC Financial Management
Massachusetts
$2K – – –
FBT
1542
First Bank & Trust
South Dakota
$2K – – –
MUMSS
1543
Mitsubishi UFJ Morgan Stanley Securities
Japan
$2K +$2K +20 New
RCM
1544
Raleigh Capital Management
North Carolina
$2K +$2K +20 New
LWMNY
1545
Landmark Wealth Management (New York)
New York
$1.56K +$1.56K +1,561 New
ACK
1546
Andrew C. Karlinski
$1K -$455 -5 -31%
AAP
1547
Arax Advisory Partners
Colorado
$1K – – –
UFF
1548
USA Financial Formulas
Michigan
$1K – – –
SSC
1549
Syverson Strege & Co
Iowa
$1K – – –
SIS
1550
Sound Income Strategies
Florida
$1K – – –
60 61
62
63 64