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Charles Schwab
SCHW

Overview Fund Activity

1,510 hedge funds and large institutions have $97.8B invested in Charles Schwab in 2022 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 644 increasing their positions, 486 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
+29
Holders Change %
+1.96%
% of All Funds
26.11%
Holding in Top 10
110
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+52.78%
% of All Funds
1.9%
New
156
Increased
644
Reduced
486
Closed
105
Calls
$923M
Puts
$829M
Net Calls
+$93.9M
Net Calls Change
+$94.6M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.79B
2
GQG Partners
GQG Partners
Florida
$1.19B
3
Fisher Asset Management
Fisher Asset Management
Washington
$1.11B
4
Boston Partners
Boston Partners
Massachusetts
$747M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$250M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.66B
2
Primecap Management
Primecap Management
California
$378M
3
BlackRock
BlackRock
New York
$7.4B
4
Goldman Sachs
Goldman Sachs
New York
$573M
5
Capital Research Global Investors
Capital Research Global Investors
California
$326M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
1551
Teza Capital Management
Illinois
– -$606K -9,588 Closed
YIH
1552
Y-Intercept (HK)
Hong Kong
– -$594K -9,404 Closed
SFFS
1553
Stonehage Fleming Financial Services
Jersey
– -$572K -8,998 Closed
KA
1554
Kovack Advisors
Florida
– -$555K -8,785 Closed
EP
1555
Edgestream Partners
New Jersey
– -$548K -8,671 Closed
BP
1556
BBR Partners
New York
– -$452K -7,149 Closed
HAM
1557
Hyperion Asset Management
Australia
– -$413K -6,540 Closed
RFN
1558
RDA Financial Network
Iowa
– -$410K -6,492 Closed
AIP
1559
Almanack Investment Partners
Pennsylvania
– -$410K -6,484 Closed
SG
1560
StoneX Group
New York
– -$407K -6,448 Closed
GCP
1561
GSA Capital Partners
United Kingdom
– -$403K -6,383 Closed
AIA
1562
Angeles Investment Advisors
California
– -$377K -5,965 Closed
Tudor Investment Corp
1563
Tudor Investment Corp
Connecticut
– -$357K -5,644 Closed
ACM
1564
Aquatic Capital Management
Illinois
– -$354K -5,600 Closed
ARC
1565
Advisor Resource Council
Texas
– -$348K -5,518 Closed
CCIA
1566
Campbell & Co Investment Adviser
Maryland
– -$341K -5,400 Closed
SWA
1567
Stratos Wealth Advisors
Ohio
– -$341K -5,398 Closed
PCM
1568
Poehling Capital Management
Wisconsin
– -$332K -5,259 Closed
MM
1569
MQS Management
New York
– -$332K -5,247 Closed
AIM
1570
Alphinity Investment Management
Australia
– -$328K -5,189 Closed
B
1571
Barings
North Carolina
– -$317K -5,019 Closed
VWA
1572
V Wealth Advisors
Kansas
– -$295K -4,665 Closed
OQS
1573
Occudo Quantitative Strategies
Florida
– -$293K -4,631 Closed
HF
1574
HRT Financial
New York
– -$288K -4,566 Closed
ER
1575
Enlightenment Research
Florida
– -$284K -4,500 Closed
61 62
63
64 65