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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 %
HFM
1676
Harvest Fund Management
China
– -$182K -2,526 Closed
MS
1677
Mizuho Securities
Japan
– -$139K -1,940 Closed
IWA
1678
Icon Wealth Advisors
Texas
– -$118K -1,640 Closed
AIM
1679
Axiom Investment Management
New York
– -$85K -1,187 Closed
SAM
1680
Selway Asset Management
– -$29K -400 Closed
PHK
1681
Point72 Hong Kong
Hong Kong
– -$27K -379 Closed
WBC
1682
West Branch Capital
Massachusetts
– -$25K -350 Closed
HGERS
1683
Householder Group Estate & Retirement Specialist
Arizona
– -$24K -342 Closed
WTA
1684
Washington Trust Advisors
Massachusetts
– -$19K -270 Closed
WWM
1685
Wagner Wealth Management
South Carolina
– -$14K -200 Closed
MCM
1686
McMillion Capital Management
North Carolina
– -$12K -165 Closed
TIM
1687
Tevis Investment Management
Texas
– -$11K -154 Closed
CWM
1688
Cedar Wealth Management
California
– -$8K -112 Closed
GWSG
1689
GPS Wealth Strategies Group
Colorado
– -$4K -56 Closed
PPWM
1690
PFG Private Wealth Management
Florida
– -$3K -35 Closed
LWANC
1691
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$2K -25 Closed
MBFW
1692
Morton Brown Family Wealth
Pennsylvania
– -$2K -22 Closed
BSSFA
1693
Baron Silver Stevens Financial Advisors
Florida
– -$215 -18 Closed
CB
1694
Community Bank
New York
– -$1K -16 Closed
WWP
1695
WR Wealth Planners
Missouri
– -$431 -6 Closed
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