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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 %
NC
1651
NinePointTwo Capital
California
– -$402K -5,596 Closed
BAM
1652
Berkshire Asset Management
Pennsylvania
– -$402K -5,589 Closed
CAM
1653
Connacht Asset Management
New York
– -$396K -5,516 Closed
PRC
1654
Pearl River Capital
Michigan
– -$395K -5,497 Closed
CC
1655
Cipher Capital
New York
– -$382K -5,321 Closed
HPWM
1656
Highland Private Wealth Management
Washington
– -$371K -5,171 Closed
NWMG
1657
National Wealth Management Group
Ohio
– -$342K -4,753 Closed
RIM
1658
Redwood Investment Management
Arizona
– -$340K -4,727 Closed
CPA
1659
Cardiff Park Advisors
California
– -$336K -4,677 Closed
SFO
1660
Standard Family Office
South Dakota
– -$329K -4,583 Closed
GA
1661
Geller Advisors
New York
– -$327K -4,550 Closed
YMRC
1662
Yorktown Management & Research Company
Virginia
– -$323K -4,500 Closed
CF
1663
Centaurus Financial
California
– -$322K -4,480 Closed
TWP
1664
Tempus Wealth Planning
California
– -$245K -3,409 Closed
NERM
1665
New England Research & Management
Illinois
– -$241K -3,350 Closed
DA
1666
DSC Advisors
Illinois
– -$240K -3,335 Closed
CWP
1667
Curated Wealth Partners
California
– -$223K -3,115 Closed
ACM
1668
AlphaCrest Capital Management
New York
– -$224K -3,113 Closed
BI
1669
Berkeley Inc
Idaho
– -$219K -3,053 Closed
CCIA
1670
Cherry Creek Investment Advisors
Colorado
– -$218K -3,032 Closed
PP
1671
Paloma Partners
Connecticut
– -$217K -3,013 Closed
CA
1672
CGN Advisors
Kansas
– -$216K -3,000 Closed
SA
1673
Shilanski & Associates
Alaska
– -$209K -2,904 Closed
BBNA
1674
Bremer Bank National Association
Minnesota
– -$204K -2,842 Closed
HIP
1675
HUB Investment Partners
Texas
– -$201K -2,801 Closed
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