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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 %
MF
1601
Manchester Financial
California
– -$226K -2,684 Closed
RI
1602
Ridgewood Investments
New Jersey
– -$223K -2,656 Closed
DLA
1603
Douglas Lane & Associates
New York
– -$218K -2,593 Closed
VCM
1604
Vision Capital Management
Oregon
– -$215K -2,557 Closed
DU
1605
Delphia (USA)
Ontario, Canada
– -$214K -2,549 Closed
SFWC
1606
Strategic Family Wealth Counselors
New Jersey
– -$214K -2,543 Closed
DCM
1607
Deuterium Capital Management
Florida
– -$213K -2,531 Closed
HWIS
1608
Hancock Whitney Investment Services
Louisiana
– -$214K -2,513 Closed
GWANC
1609
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$208K -2,473 Closed
PA
1610
Probity Advisors
Texas
– -$207K -2,464 Closed
NL
1611
NWAM LLC
Washington
– -$200K -2,379 Closed
AOWM
1612
Alpha Omega Wealth Management
Virginia
– -$212K -2,271 Closed
FWM
1613
Focused Wealth Management
New York
– -$160K -1,900 Closed
RPCONE
1614
Retirement Planning Company of New England
Rhode Island
– -$145K -1,729 Closed
DAM
1615
Delta Asset Management
Tennessee
– -$141K -1,679 Closed
UID
1616
Union Investments & Development
Israel
– -$126K -1,500 Closed
FPWM
1617
FSB Premier Wealth Management
Iowa
– -$121K -1,445 Closed
ONST
1618
Old North State Trust
North Carolina
– -$92K -1,092 Closed
EPM
1619
Equitec Proprietary Markets
Illinois
– -$71K -850 Closed
CMBA
1620
C.M. Bidwell & Associates
Hawaii
– -$71K -850 Closed
CA
1621
CoreCap Advisors
Michigan
– -$64K -758 Closed
EBA
1622
Eagle Bay Advisors
New York
– -$61K -724 Closed
HIM
1623
Hillsdale Investment Management
Ontario, Canada
– -$59K -700 Closed
IPW
1624
IronBridge Private Wealth
Texas
– -$43K -515 Closed
TCWM
1625
Total Clarity Wealth Management
Illinois
– -$34K -400 Closed
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