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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 %
DWT
426
Dorsey & Whitney Trust
South Dakota
$7.09M +$47.9K +666 +0.7%
EI
427
Ethic Inc
New York
$7.05M +$893K +12,425 +14%
LSERS
428
Louisiana State Employees Retirement System
Louisiana
$7.02M +$158K +2,200 +2%
FWTB
429
First Western Trust Bank
Colorado
$6.88M -$2.01M -27,927 -23%
IIM
430
INTECH Investment Management
Florida
$6.84M +$1.2M +16,739 +21%
AAS
431
Annex Advisory Services
Wisconsin
$6.81M -$167K -2,317 -2%
TW
432
Transform Wealth
Colorado
$6.79M -$24.7K -344 -0.4%
N
433
Natixis
France
$6.79M -$17.4M -242,592 -72%
AWM
434
AE Wealth Management
Kansas
$6.75M +$1.96M +27,295 +41%
BB
435
Busey Bank
Illinois
$6.67M +$110K +1,525 +2%
AMI
436
Amica Mutual Insurance
Rhode Island
$6.51M +$1.11M +15,486 +21%
MLICM
437
Metropolitan Life Insurance Company (MetLife)
New York
$6.38M +$2.08K +29 +0%
MA
438
Montag & Associates
Georgia
$6.35M +$651K +9,059 +11%
SWM
439
Sendero Wealth Management
Texas
$6.35M +$828K +11,521 +15%
IIC
440
Ironwood Investment Counsel
Arizona
$6.35M +$224K +3,117 +4%
UAS
441
United Asset Strategies
New York
$6.34M +$23.2K +323 +0.4%
Cambridge Investment Research Advisors
442
Cambridge Investment Research Advisors
Iowa
$6.29M +$224K +3,123 +4%
H
443
HoyleCohen
California
$6.24M -$52K -723 -0.8%
CIM
444
Chapman Investment Management
California
$6.2M +$189K +2,632 +3%
GC
445
Grimes & Company
Massachusetts
$6.18M +$442K +6,156 +8%
PFP
446
Pinnacle Financial Partners
Tennessee
$6.18M +$38.2K +531 +0.6%
DILIC
447
Dai-ichi Life Insurance Company
Japan
$6.16M
CA
448
Cumberland Advisors
Florida
$6.12M +$2.01M +27,990 +49%
CI
449
Conning Inc
Connecticut
$6.06M -$1.16M -16,090 -16%
GWM
450
Geneos Wealth Management
Colorado
$6.04M -$234K -3,260 -4%