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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 %
SMDAM
401
Sumitomo Mitsui DS Asset Management
Japan
$7.82M +$675K +9,393 +9%
FFBTD
402
First Financial Bank - Trust Division
Ohio
$7.79M +$106K +1,469 +1%
CCM
403
Channing Capital Management
Illinois
$7.77M -$1.29M -18,004 -14%
SPC
404
Stony Point Capital
New York
$7.73M +$7.73M +107,606 New
MCM
405
Makena Capital Management
California
$7.71M -$996K -13,854 -11%
NB
406
Norinchukin Bank
Japan
$7.68M +$1.13M +15,753 +17%
BCM
407
Brasada Capital Management
Texas
$7.61M -$1.5M -20,934 -17%
FMC
408
First Merchants Corp
Indiana
$7.59M +$306K +4,263 +4%
1C
409
1623 Capital
Virginia
$7.59M +$43.1K +600 +0.6%
MYAM
410
Meiji Yasuda Asset Management
Japan
$7.54M -$253K -3,523 -3%
ECM
411
Elgethun Capital Management
South Dakota
$7.53M +$784K +10,915 +12%
TAF
412
Tredje AP-fonden
Sweden
$7.52M -$5.48M -76,199 -42%
VRS
413
Virginia Retirement Systems
Virginia
$7.45M +$7.45M +103,700 New
MPA
414
Marvin & Palmer Associates
Delaware
$7.44M +$7.44M +103,450 New
M
415
MOTCO
Texas
$7.41M +$385K +5,359 +5%
AI
416
Atria Investments
North Carolina
$7.37M +$1.23M +17,083 +20%
HR
417
Howe & Rusling
New York
$7.34M +$53.3K +741 +0.7%
PAM
418
Panagora Asset Management
Massachusetts
$7.3M +$4.82M +67,108 +195%
NFC
419
Northeast Financial Consultants
Connecticut
$7.23M
SIM
420
Seaview Investment Managers
Florida
$7.22M +$128K +1,779 +2%
BPC
421
Banque Pictet & Cie
Switzerland
$7.18M -$116K -1,619 -2%
WIA
422
Westbourne Investment Advisors
Maryland
$7.17M -$117K -1,623 -2%
NCM
423
Nelson Capital Management
California
$7.15M -$239K -3,325 -3%
RGI
424
River Global Investors
United Kingdom
$7.12M +$983K +13,660 +16%
LI
425
Lafayette Investments
Maryland
$7.11M +$92.6K +1,288 +1%