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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
$1.85B
3
Bank of America
Bank of America
North Carolina
$1.7B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$6.65B
5
BlackRock
BlackRock
New York
$8.9B

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.08B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.32B
3
DCP
DSM Capital Partners
Florida
$260M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.35B
5
Dodge & Cox
Dodge & Cox
California
$6.45B
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
1576
Trifecta Capital Advisors
Illinois
$6.83K +$6.83K +82 New
SA
1577
SRH Advisors
Kansas
$6K – – –
SIC
1578
SJS Investment Consulting
Ohio
$6K +$3.83K +46 +177%
CWA
1579
Core Wealth Advisors
Florida
$5.58K +$5.58K +67 New
GA
1580
GoalVest Advisory
New York
$5.16K – – –
WAS
1581
Winch Advisory Services
Wisconsin
$5K – – –
CAM
1582
Costello Asset Management
Pennsylvania
$5K – – –
IGWM
1583
ICA Group Wealth Management
Colorado
$5K +$5K +60 New
CSWM
1584
Cassady Schiller Wealth Management
Ohio
$4.91K +$4.91K +59 New
OLVIG
1585
Oliver Lagore Vanvalin Investment Group
Michigan
$4.58K – – –
BAM
1586
Byrne Asset Management
New Jersey
$4.58K – – –
TAM
1587
Tucker Asset Management
Colorado
$4.46K – – –
PFG
1588
Piershale Financial Group
Illinois
$4.35K +$4.35K +52 New
CSPAM
1589
Cary Street Partners Asset Management
Virginia
$4.16K – – –
VCM
1590
Vigilant Capital Management
Maine
$4K – – –
MPCL
1591
My Personal CFO LLC
Washington
$4K +$4K +48 New
BBPWM
1592
Blue Bell Private Wealth Management
Pennsylvania
$3.83K – – –
ECM
1593
Estabrook Capital Management
New York
$3.75K – – –
LS
1594
Leelyn Smith
Illinois
$3.66K – – –
TCOV
1595
Trust Company of Vermont
Vermont
$3.41K – – –
MSCM
1596
McElhenny Sheffield Capital Management
Texas
$3.25K +$3.25K +39 New
HWP
1597
Highline Wealth Partners
California
$3.08K – – –
ECM
1598
Everence Capital Management
Indiana
$3.05K -$574 -6,890 -16%
TFGT
1599
TS Financial Group (TSFG)
Illinois
$3K – – –
KFS
1600
Kelly Financial Services
Massachusetts
$3K – – –
62 63
64
65 66