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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 %
CAL
1526
Capital Advisors Ltd
Ohio
$20K +$12.6K +486 +171%
EE
1527
EWG Elevate
California
$19.8K +$19.8K +238 New
LFG
1528
Larson Financial Group
Missouri
$18.7K +$10.4K +125 +125%
HF
1529
Halpern Financial
Virginia
$18.1K – – –
TSWM
1530
Tyler-Stone Wealth Management
Ohio
$18K +$18K +220 New
PWMG
1531
Prestige Wealth Management Group
New Jersey
$17.7K +$1.5K +18 +9%
CAS
1532
Coppell Advisory Solutions
Texas
$17.3K +$17.3K +208 New
CASC
1533
Coppell Advisory Solutions Corp
Texas
$17.3K +$17.3K +208 New
GI
1534
Gradient Investments
Minnesota
$17.2K -$23K -276 -57%
MWM
1535
Mascoma Wealth Management
New Hampshire
$16.7K +$83 +1 +0.5%
BWA
1536
BDO Wealth Advisors
Florida
$16.7K -$5.58K -67 -25%
BLC
1537
Brown, Lisle/Cummings
Rhode Island
$16.1K +$3.58K +43 +29%
FCT
1538
First Community Trust
Iowa
$16K – – –
GMA
1539
Glassy Mountain Advisors
Maryland
$15.9K +$15.9K +191 New
HS
1540
Horan Securities
United States
$15.7K -$11.4K -137 -42%
FA
1541
Fiduciary Alliance
South Carolina
$15.7K +$15.7K +188 New
GJIA
1542
Glass Jacobson Investment Advisors
Maryland
$15.2K +$15.2K +183 New
VCM
1543
Versant Capital Management
Arizona
$15K +$1.25K +15 +9%
IFAM
1544
Institutional & Family Asset Management
Colorado
$14.7K – – –
TCM
1545
Tradewinds Capital Management
Washington
$14.2K – – –
HWM
1546
HighMark Wealth Management
Minnesota
$14.2K – – –
Loomis, Sayles & Company
1547
Loomis, Sayles & Company
Massachusetts
$14K – – –
RFG
1548
RFP Financial Group
Georgia
$13.7K +$13.7K +164 New
SIS
1549
Sound Income Strategies
Florida
$13.4K +$11.5K +138 +600%
KFI
1550
Key Financial Inc
Pennsylvania
$13.2K – – –
60 61
62
63 64