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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 %
KIA
601
KCM Investment Advisors
California
$2.85M -$149K -2,070 -5%
AG
602
AIA Group
Hong Kong
$2.85M +$2.85M +39,600 New
TCM
603
Twin Capital Management
Pennsylvania
$2.82M +$173K +2,408 +7%
Walleye Trading
604
Walleye Trading
New York
$2.81M -$4.13M -57,497 -60%
TC
605
Telemus Capital
Michigan
$2.81M +$253K +3,520 +10%
ACM
606
Alcosta Capital Management
California
$2.8M -$77K -1,071 -3%
CTA
607
Colonial Trust Advisors
South Carolina
$2.79M +$313K +4,351 +13%
O
608
Ossiam
France
$2.79M +$2.39M +33,224 +599%
AssetMark Inc
609
AssetMark Inc
California
$2.76M +$807K +11,234 +41%
PMG
610
ProVise Management Group
Florida
$2.75M +$619K +8,611 +29%
WCM
611
Wunderlich Capital Managemnt
Tennessee
$2.75M +$56.7K +789 +2%
EWM
612
Empirical Wealth Management
Washington
$2.73M +$469K +6,533 +21%
SFI
613
Siemens Fonds Invest
Germany
$2.71M -$49.9K -694 -2%
SWM
614
Salvus Wealth Management
New Jersey
$2.68M +$2.16K +30 +0.1%
MNBTD
615
Moody National Bank Trust Division
Texas
$2.67M +$50.1K +697 +2%
CCG
616
Chatham Capital Group
Georgia
$2.67M +$2.35M +32,730 +748%
Carson Wealth (CWM LLC)
617
Carson Wealth (CWM LLC)
Nebraska
$2.66M +$398K +5,535 +18%
WJWM
618
Williams Jones Wealth Management
New York
$2.66M +$253K +3,518 +11%
TIM
619
Thompson Investment Management
Wisconsin
$2.55M -$1.29K -18 -0.1%
LW
620
Linscomb Wealth
Texas
$2.54M +$136K +1,896 +6%
CLOS
621
Compagnie Lombard Odier SCmA
Switzerland
$2.52M
CICI
622
Capital Investment Counsel Inc
North Carolina
$2.51M -$343K -4,779 -12%
CTC
623
Central Trust Company
Missouri
$2.5M -$157K -2,187 -6%
MCM
624
MAI Capital Management
Ohio
$2.47M -$430K -5,982 -15%
EF
625
Empirical Finance
Pennsylvania
$2.47M +$437K +6,083 +22%