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Charles Schwab

1,510 hedge funds and large institutions have $97.8B invested in Charles Schwab in 2022 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 644 increasing their positions, 486 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
+29
Holders Change %
+1.96%
% of All Funds
26.11%
Holding in Top 10
110
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+52.78%
% of All Funds
1.9%
New
156
Increased
644
Reduced
486
Closed
105
Calls
$923M
Puts
$829M
Net Calls
+$93.9M
Net Calls Change
+$94.6M
Name Holding Trade Value Shares
Change
Shares
Change %
NAM
351
Nissay Asset Management
Japan
$11.9M +$476K +6,628 +4%
SCM
352
Stamina Capital Management
New York
$11.7M
Mercer Global Advisors
353
Mercer Global Advisors
Colorado
$11.6M -$888K -12,357 -7%
PE
354
Point72 Europe
United Kingdom
$11.6M -$9.99M -139,001 -46%
ECM
355
Evergreen Capital Management
Washington
$11.4M +$93.9K +1,307 +0.8%
ECM
356
Engle Capital Management
Connecticut
$11.4M +$11.4M +158,000 New
Commonwealth Equity Services
357
Commonwealth Equity Services
Massachusetts
$11.3M +$207K +2,882 +2%
BCM
358
Basswood Capital Management
New York
$11.3M +$11.3M +156,956 New
GH
359
GAM Holding
Switzerland
$11.2M -$36.2K -504 -0.3%
Rockefeller Capital Management
360
Rockefeller Capital Management
New York
$11.1M +$8.36M +116,388 +310%
FA
361
Financial Avengers
California
$11M -$75.6K -1,052 -0.7%
AAIM
362
Asset Advisors Investment Management
Georgia
$10.9M +$101K +1,400 +0.9%
TRCT
363
Tower Research Capital (TRC)
New York
$10.9M +$6.37M +88,617 +141%
BCM
364
Blume Capital Management
California
$10.9M +$25.9K +360 +0.2%
PFM
365
Parsec Financial Management
North Carolina
$10.8M +$766K +10,654 +8%
MCM
366
Mill Capital Management
North Carolina
$10.7M +$165K +2,291 +2%
JC
367
Jacobs & Co
California
$10.6M +$110K +1,527 +1%
IC
368
IEQ Capital
California
$10.6M +$1.54M +21,389 +17%
VCAM
369
Van Cleef Asset Management
Ohio
$10.6M +$12.6K +176 +0.1%
HIMCH
370
Hartford Investment Management Co (HIMCO)
Connecticut
$10.4M +$44.3K +616 +0.4%
HWM
371
HFR Wealth Management
New York
$10.4M -$147K -2,043 -1%
Bank of Nova Scotia
372
Bank of Nova Scotia
Ontario, Canada
$10.2M -$11.8M -164,622 -54%
Wealthfront Advisers
373
Wealthfront Advisers
California
$10.2M +$3.34M +46,444 +49%
ARMC
374
American Research & Management Company
Massachusetts
$9.92M +$8.84K +123 +0.1%
BWFA
375
Baltimore-Washington Financial Advisors
Maryland
$9.86M +$78.2K +1,081 +0.8%