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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 %
SFM
551
Signet Financial Management
New Jersey
$3.54M +$19.5K +271 +0.6%
ASN
552
Advisory Services Network
Georgia
$3.52M -$208K -2,890 -6%
PA
553
Pinnacle Associates
New York
$3.51M -$273K -3,801 -7%
WAC
554
William Allan Corp
Colorado
$3.5M +$640K +8,905 +22%
IPAM
555
ICICI Prudential Asset Management
India
$3.49M
NA
556
NewEdge Advisors
Louisiana
$3.45M +$240K +3,346 +7%
AWS
557
Atria Wealth Solutions
New York
$3.45M +$1.53M +21,268 +80%
COI
558
Connable Office Inc
Michigan
$3.4M
MAA
559
Mraz Amerine & Associates
California
$3.39M
PA
560
PFG Advisors
Arizona
$3.38M -$43M -598,307 -93%
CCA
561
Covey Capital Advisors
Georgia
$3.35M -$10.7K -149 -0.3%
Vontobel Holding
562
Vontobel Holding
Switzerland
$3.34M -$55.1K -758 -2%
LNWWM
563
Laird Norton Wetherby Wealth Management
California
$3.32M +$152K +2,111 +5%
PC
564
Permanens Capital
New York
$3.32M -$2.36M -32,844 -42%
NIC
565
Northwest Investment Counselors
Oregon
$3.32M -$52.3K -728 -2%
LGF
566
LGT Group Foundation
Liechtenstein
$3.3M -$277K -3,855 -8%
OSAM
567
O'Shaughnessy Asset Management
Connecticut
$3.28M +$930K +12,943 +40%
SI
568
Stephens Inc
Arkansas
$3.25M +$275K +3,827 +9%
TNA
569
True North Advisors
Texas
$3.23M
AAM
570
Advisors Asset Management
Colorado
$3.23M -$376K -5,230 -10%
WSFS
571
Wilmington Savings Fund Society
Delaware
$3.23M -$54.3K -755 -2%
WB
572
Webster Bank
Connecticut
$3.23M +$31.5K +439 +1%
BS
573
Bessemer Securities
New York
$3.22M -$163K -2,262 -5%
KeyBank National Association
574
KeyBank National Association
Ohio
$3.21M +$188K +2,621 +6%
MCM
575
Mitchell Capital Management
Kansas
$3.16M -$681K -9,473 -18%