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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 %
WT
476
Whittier Trust
California
$5.18M -$169K -2,355 -3%
CB
477
Cadence Bank
Mississippi
$5.16M +$211K +2,937 +4%
VC
478
Vestor Capital
Illinois
$5.14M +$5.14M +71,494 New
ATC
479
Argent Trust Co
Tennessee
$5.11M +$488K +6,786 +11%
HBCM
480
Heron Bay Capital Management
Michigan
$5.06M +$291K +4,051 +6%
SCA
481
Snowden Capital Advisors
New York
$5.01M +$190K +2,640 +4%
Northwestern Mutual Wealth Management
482
Northwestern Mutual Wealth Management
Wisconsin
$5M -$24.8K -345 -0.5%
SCC
483
Steel Canyon Capital
Arizona
$4.93M +$4.93M +68,521 New
PCTC
484
Perkins Coie Trust Company
Washington
$4.92M -$23.5K -327 -0.5%
MAM
485
Madison Asset Management
Wisconsin
$4.9M -$26.5K -369 -0.5%
KCPG
486
Kavar Capital Partners Group
Kansas
$4.89M +$11.2K +156 +0.2%
FAB
487
First American Bank
Illinois
$4.81M +$318K +4,419 +7%
BBVA
488
Banco Bilbao Vizcaya Argentaria
Spain
$4.81M -$825K -11,488 -15%
OAM
489
Oppenheimer Asset Management
New York
$4.74M +$487K +6,780 +11%
FG
490
Fiduciary Group
Georgia
$4.67M -$39.8K -507 -0.8%
BPWM
491
Badgley Phelps Wealth Managers
Washington
$4.63M -$15.1K -210 -0.3%
VPIM
492
Vanguard Personalized Indexing Management
California
$4.59M +$582K +8,096 +15%
MYLI
493
Meiji Yasuda Life Insurance
Japan
$4.58M +$488K +6,793 +12%
SF
494
Synovus Financial
Georgia
$4.57M +$238K +3,316 +6%
SG Americas Securities
495
SG Americas Securities
New York
$4.56M +$757K +10,527 +20%
KBFS
496
Kohmann Bosshard Financial Services
Ohio
$4.54M -$1.01K -14 -0%
AG
497
Advocate Group
Minnesota
$4.51M +$51.2K +712 +1%
JC
498
JB Capital
Connecticut
$4.5M +$4.5M +62,668 New
NAMA
499
Nikko Asset Management Americas
New York
$4.45M -$14.1K -197 -0.3%
FWIA
500
Fort Washington Investment Advisors
Ohio
$4.44M -$402K -5,595 -8%