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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 %
Lido Advisors
501
Lido Advisors
California
$4.44M +$3.34M +46,423 +302%
GIA
502
GHP Investment Advisors
Colorado
$4.42M +$760K +10,574 +21%
CW
503
Connectus Wealth
Ohio
$4.42M +$3.91M +54,386 +777%
BCV
504
Banque Cantonale Vaudoise
Switzerland
$4.41M -$37.2K -517 -0.8%
PAG
505
Private Advisor Group
New Jersey
$4.35M -$1M -13,951 -19%
EAM
506
Eagle Asset Management
Florida
$4.32M +$3.42M +47,627 +382%
BCI
507
Brinker Capital Investments
Pennsylvania
$4.29M +$507K +7,060 +13%
HWAM
508
Hennion & Walsh Asset Management
New Jersey
$4.22M -$143K -1,989 -3%
GF
509
Gabelli Funds
New York
$4.17M
LCC
510
Lincoln Capital Corp
Rhode Island
$4.14M +$599K +8,335 +17%
USAA
511
United Services Automobile Association
Texas
$4.12M +$164K +2,284 +4%
NMIMC
512
Northwestern Mutual Investment Management Company
Wisconsin
$4.08M -$888K -12,354 -18%
SC
513
Scotia Capital
Ontario, Canada
$4.06M +$179K +2,497 +5%
ANTB
514
AMG National Trust Bank
Colorado
$4.04M +$443K +6,163 +12%
KWILP
515
Kiwi Wealth Investments Limited Partnership
New Zealand
$4.01M
DY
516
Dowling & Yahnke
California
$3.98M +$46.2K +643 +1%
B
517
Bailard
California
$3.98M -$84.2K -1,172 -2%
KRSITF
518
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.93M +$230K +3,195 +6%
AC
519
Allstate Corporation
Illinois
$3.93M -$263K -3,664 -6%
HWM
520
Hohimer Wealth Management
Washington
$3.93M +$36.4K +506 +0.9%
RC
521
RBF Capital
California
$3.88M
LPIC
522
LeJeune Puetz Investment Counsel
Michigan
$3.88M +$122K +1,700 +3%
CB
523
Commerce Bank
Missouri
$3.86M -$396K -5,507 -9%
PTCG
524
Pring Turner Capital Group
California
$3.85M +$40.9K +569 +1%
BPA
525
Beacon Pointe Advisors
California
$3.84M +$646K +8,978 +20%