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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 %
SW
1601
SteelPeak Wealth
California
– -$214K -2,544 Closed
CHP
1602
Cable Hill Partners
Oregon
– -$214K -2,534 Closed
SWA
1603
SFMG Wealth Advisors
Texas
– -$214K -2,534 Closed
PFP
1604
Paragon Financial Partners
California
– -$213K -2,527 Closed
CFA
1605
Cahill Financial Advisors
Minnesota
– -$211K -2,501 Closed
GP
1606
Greenline Partners
New York
– -$211K -2,499 Closed
GWAG
1607
Garrett Wealth Advisory Group
Texas
– -$209K -2,481 Closed
BCM
1608
Brookstone Capital Management
Illinois
– -$202K -2,479 Closed
RMAM
1609
Raab & Moskowitz Asset Management
New Jersey
– -$207K -2,467 Closed
WAM
1610
Weatherly Asset Management
California
– -$207K -2,459 Closed
ADIM
1611
Alpha DNA Investment Management
Maryland
– -$206K -2,449 Closed
MW
1612
Marcum Wealth
Ohio
– -$205K -2,434 Closed
CCFM
1613
Clear Creek Financial Management
Washington
– -$205K -2,431 Closed
BA
1614
Bridgewater Advisors
New York
– -$205K -2,431 Closed
IWM
1615
IHT Wealth Management
Illinois
– -$204K -2,415 Closed
DIM
1616
Delta Investment Management
California
– -$203K -2,408 Closed
BO
1617
BRR OpCo
Ohio
– -$203K -2,402 Closed
MFA
1618
Morling Financial Advisors
California
– -$202K -2,400 Closed
MWM
1619
Mission Wealth Management
California
– -$202K -2,386 Closed
KWM
1620
Kolinsky Wealth Management
New Jersey
– -$201K -2,379 Closed
PA
1621
Procyon Advisors
Connecticut
– -$201K -2,379 Closed
CNC
1622
Citizens & Northern Corp
Pennsylvania
– -$200K -2,376 Closed
SLWA
1623
San Luis Wealth Advisors
California
– -$183K -2,177 Closed
SQA
1624
Simon Quick Advisors
New Jersey
– -$156K -1,855 Closed
LWMNY
1625
Landmark Wealth Management (New York)
New York
– -$1.56K -1,561 Closed
63 64
65
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