SCHW icon

Charles Schwab
SCHW

Overview Fund Activity

1,481 hedge funds and large institutions have $83.9B invested in Charles Schwab in 2022 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 642 increasing their positions, 507 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
-77
Holders Change %
-4.94%
% of All Funds
25.04%
Holding in Top 10
72
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.24%
% of All Funds
1.22%
New
125
Increased
642
Reduced
507
Closed
180
Calls
$640M
Puts
$640M
Net Calls
-$721K
Net Calls Change
+$154M

Top Buyers

1
PI
Putnam Investments
Massachusetts
$642M
2
Dodge & Cox
Dodge & Cox
California
$4.99B
3
Morgan Stanley
Morgan Stanley
New York
$853M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
$581M
5
Two Sigma Investments
Two Sigma Investments
New York
$170M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$483M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.07B
3
Primecap Management
Primecap Management
California
$712M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
1576
J.W. Cole Advisors
Florida
– -$247K -2,925 Closed
LAM
1577
L2 Asset Management
Massachusetts
– -$243K -2,882 Closed
JSW
1578
Journey Strategic Wealth
New Jersey
– -$240K -2,852 Closed
FANJ
1579
Financial Architects (New Jersey)
New Jersey
– -$240K -2,841 Closed
NP
1580
NorthRock Partners
Minnesota
– -$239K -2,839 Closed
PWP
1581
Perfromance Wealth Partners
Illinois
– -$239K -2,834 Closed
BFG
1582
Berger Financial Group
Minnesota
– -$239K -2,832 Closed
FA
1583
Fagan Associates
New York
– -$237K -2,813 Closed
CWM
1584
Centric Wealth Management
Illinois
– -$236K -2,796 Closed
TFA
1585
Tranquilli Financial Advisor
New Jersey
– -$235K -2,790 Closed
FOA
1586
Five Oceans Advisors
California
– -$233K -2,768 Closed
FTC
1587
Farmers Trust Company
Ohio
– -$233K -2,760 Closed
DIP
1588
DT Investment Partners
Pennsylvania
– -$229K -2,716 Closed
WWP
1589
Waypoint Wealth Partners
California
– -$228K -2,709 Closed
ACM
1590
Academy Capital Management
Texas
– -$224K -2,656 Closed
BP
1591
Broadleaf Partners
Ohio
– -$223K -2,640 Closed
SOS
1592
Silver Oak Securities
Tennessee
– -$215K -2,632 Closed
MA
1593
MONECO Advisors
Connecticut
– -$222K -2,631 Closed
RIA
1594
Regal Investment Advisors
Michigan
– -$220K -2,611 Closed
WA
1595
Wealth Architects
California
– -$220K -2,609 Closed
BMC
1596
Benin Management Corp
Connecticut
– -$219K -2,600 Closed
QI
1597
Qtron Investments
Massachusetts
– -$217K -2,572 Closed
SSCA
1598
South Shore Capital Advisors
Massachusetts
– -$217K -2,570 Closed
OPA
1599
Old Port Advisors
Maine
– -$214K -2,565 Closed
WA
1600
Waverly Advisors
Alabama
– -$216K -2,558 Closed
62 63
64
65 66