Charles Schwab
SCHW
SCHW
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
1
Putnam Investments
Boston,
Massachusetts
|
$642M |
| 2 |
2
Dodge & Cox
San Francisco,
California
|
$4.99B |
| 3 |
3
Morgan Stanley
New York
|
$853M |
| 4 |
4
Flossbach Von Storch
Cologne,
Germany
|
$581M |
| 5 |
5
Two Sigma Investments
New York
|
$170M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1651
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$3K | -31 | Closed |
|
|
CAL
1652
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$3K | -31 | Closed |
|
|
ADL
1653
Asset Dedication LLC
San Francisco,
California
| – | -$3K | -30 | Closed |
|
|
HNWAG
1654
High Net Worth Advisory Group
Naples,
Florida
| – | -$2K | -24 | Closed |
|
|
RCM
1655
Raleigh Capital Management
Cary,
North Carolina
| – | -$2K | -20 | Closed |
|
|
WA
1656
WestEnd Advisors
Charlotte,
North Carolina
| – | -$1.43M | – | – |
|