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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 %
FPB
1626
First PREMIER Bank
South Dakota
– -$131K -1,552 Closed
T
1627
TCWP
Ohio
– -$117K -1,391 Closed
FAG
1628
Fortitude Advisory Group
Washington
– -$112K -1,324 Closed
MSE
1629
MUFG Securities EMEA
United Kingdom
– -$88K -1,041 Closed
PI
1630
Parkside Investments
Illinois
– -$86K -1,021 Closed
PWP
1631
Pursue Wealth Partners
California
– -$80K -1,000 Closed
TFO
1632
Tarbox Family Office
California
– -$64K -760 Closed
BFC
1633
Bedel Financial Consulting
Indiana
– -$51K -606 Closed
MS
1634
Mizuho Securities
Japan
– -$50K -590 Closed
RBC
1635
Roble Belko & Company
Pennsylvania
– -$30K -350 Closed
CM
1636
Caption Management
Oklahoma
– -$29K -341 Closed
LAS
1637
Lloyd Advisory Services
Georgia
– -$29K -339 Closed
SC
1638
Steph & Co
Wisconsin
– -$25K -296 Closed
GIA
1639
Goodwin Investment Advisory
Georgia
– -$23K -268 Closed
AW
1640
Alaethes Wealth
Nevada
– -$17K -205 Closed
PPWM
1641
PFG Private Wealth Management
Florida
– -$14K -170 Closed
RF
1642
Robbins Farley
New Hampshire
– -$13K -150 Closed
LWP
1643
Lumature Wealth Partners
Georgia
– -$12K -142 Closed
AWM
1644
Accel Wealth Management
Iowa
– -$11K -128 Closed
CI
1645
Cordant Inc
Oregon
– -$9K -110 Closed
BHWM
1646
Beaird Harris Wealth Management
Texas
– -$8K -99 Closed
MCC
1647
Money Concepts Capital
Florida
– -$5K -65 Closed
AP
1648
Atwood & Palmer
Missouri
– -$5K -65 Closed
PAG
1649
Paladin Advisory Group
Iowa
– -$4K -52 Closed
LSA
1650
Lansing Street Advisors
Pennsylvania
– -$4K -47 Closed
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