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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 %
MGP
651
Metis Global Partners
California
$2.14M +$277K +3,856 +15%
1WA
652
180 Wealth Advisors
Washington
$2.14M +$12.7K +177 +0.6%
SLI
653
Sumitomo Life Insurance
Japan
$2.12M -$253K -3,519 -11%
JSL
654
JT Stratford LLC
Georgia
$2.12M +$228K +3,169 +12%
NGA
655
Naples Global Advisors
Florida
$2.11M +$99.6K +1,385 +5%
RJT
656
Raymond James Trust
Florida
$2.11M +$34.1K +475 +2%
QCM
657
Quantinno Capital Management
New York
$2.08M +$1.28M +17,801 +160%
HG
658
Herbst Group
Connecticut
$2.07M -$79K -1,100 -4%
BBHC
659
Brown Brothers Harriman & Co
New York
$2.06M +$234K +3,260 +13%
PWP
660
Private Wealth Partners
California
$2.05M -$71.9K -1,000 -3%
AIC
661
Aurora Investment Counsel
Georgia
$2.01M +$40.7K +566 +2%
HHAA
662
Henry H. Armstrong Associates
Pennsylvania
$1.98M
PA
663
Parallel Advisors
California
$1.98M +$409K +5,692 +26%
Acadian Asset Management
664
Acadian Asset Management
Massachusetts
$1.98M -$895K -12,480 -31%
HCCM
665
Hudson Canyon Capital Management
New York
$1.96M
FIA
666
Foundations Investment Advisors
Arizona
$1.94M +$270K +3,756 +16%
ABC
667
Associated Banc-Corp
Wisconsin
$1.93M -$18K -250 -0.9%
CAI
668
Capital Advisors Inc
Oklahoma
$1.92M +$1.03M +14,942 +116%
GAMC
669
Garner Asset Management Corp
Texas
$1.92M -$448K -6,231 -19%
Group One Trading
670
Group One Trading
Illinois
$1.92M -$794K -11,041 -29%
CAMG
671
CWA Asset Management Group
Florida
$1.91M +$45.6K +635 +2%
WCBA
672
Weaver C. Barksdale & Associates
Tennessee
$1.91M -$68.6K -955 -3%
SSWM
673
Sheets Smith Wealth Management
North Carolina
$1.91M +$415K +5,777 +28%
DCM
674
Dupont Capital Management
Delaware
$1.91M -$2.65M -36,915 -58%
FFG
675
Frisch Financial Group
New York
$1.9M +$23.8K +331 +1%