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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 %
ECAM
526
East Coast Asset Management
Massachusetts
$3.82M -$21.5K -299 -0.6%
BIM
527
Bridgecreek Investment Management
Oklahoma
$3.81M +$118K +1,635 +3%
IVP
528
Intrinsic Value Partners
Arizona
$3.8M +$100K +1,395 +3%
CCM
529
Condor Capital Management
New Jersey
$3.8M +$17.3K +241 +0.5%
VIM
530
VELA Investment Management
Ohio
$3.77M +$421K +5,855 +13%
SSA
531
Schonfeld Strategic Advisors
New York
$3.74M -$20.4M -283,437 -84%
HV
532
HST Ventures
Utah
$3.73M +$3.73M +51,851 New
BRWA
533
B. Riley Wealth Advisors
Florida
$3.73M +$1.13M +16,632 +44%
IRAG
534
Investment Research & Advisory Group
Georgia
$3.72M +$153K +2,128 +4%
CI
535
CX Institutional
Indiana
$3.71M +$3.47M +48,286 +1,426%
HI
536
Harrington Investments
California
$3.71M +$21.8K +303 +0.6%
AIM
537
Achmea Investment Management
Netherlands
$3.7M -$1.29M -17,983 -26%
WWA
538
WCG Wealth Advisors
Nevada
$3.69M +$423K +5,447 +13%
CAN
539
Cetera Advisor Networks
California
$3.69M +$2.24M +31,140 +154%
GI
540
GS Investments
Minnesota
$3.69M -$16.9K -235 -0.5%
Los Angeles Capital Management
541
Los Angeles Capital Management
California
$3.68M +$941K +13,093 +34%
PMAM
542
Picton Mahoney Asset Management
Ontario, Canada
$3.67M -$1.32M -18,420 -27%
AW
543
ACG Wealth
Georgia
$3.66M +$45.1K +628 +1%
KAS
544
Kestra Advisory Services
Texas
$3.65M +$680K +9,464 +23%
GAM
545
Gotham Asset Management
New York
$3.61M +$1.83M +25,415 +102%
GCP
546
Gill Capital Partners
Colorado
$3.6M +$14.4K +200 +0.4%
GFI
547
Global Frontier Investments
South Carolina
$3.59M
SCA
548
Stonebridge Capital Advisors
Minnesota
$3.59M -$35.4K -493 -1%
SLG
549
Stanley-Laman Group
Pennsylvania
$3.59M +$98.9K +1,376 +3%
Cetera Investment Advisers
550
Cetera Investment Advisers
Illinois
$3.54M -$31.3K -435 -0.9%