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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 %
GT
676
Greenleaf Trust
Michigan
$1.89M +$204K +2,832 +12%
RAM
677
Redmond Asset Management
Virginia
$1.89M -$15.7K -219 -0.8%
AWM
678
Avitas Wealth Management
California
$1.88M +$1.88M +26,197 New
RIM
679
Redpoint Investment Management
Australia
$1.88M -$12.9K -179 -0.7%
RA
680
RiverPark Advisors
New York
$1.88M +$135K +1,877 +8%
PAM
681
Private Asset Management
California
$1.87M -$141K -1,960 -7%
ETCM
682
Evolutionary Tree Capital Management
Virginia
$1.85M -$539K -7,495 -23%
AL
683
Aspiriant LLC
California
$1.84M -$70.8K -986 -4%
WBCM
684
Wilson & Boucher Capital Management
California
$1.82M +$154K +2,143 +9%
Verition Fund Management
685
Verition Fund Management
Connecticut
$1.8M -$14.3M -199,323 -89%
SEC
686
Seven Eight Capital
New York
$1.8M -$291K -4,054 -14%
EWA
687
EP Wealth Advisors
California
$1.8M -$255K -3,549 -12%
IR
688
IAT Reinsurance
New York
$1.8M
NSEDCP
689
NJ State Employees Deferred Compensation Plan
New Jersey
$1.8M
PP
690
Prudential plc
United Kingdom
$1.8M +$197K +2,742 +12%
WWM
691
Western Wealth Management
Colorado
$1.79M +$1.79M +24,893 New
AP
692
Appleton Partners
Massachusetts
$1.78M -$207K -2,879 -10%
CT
693
Colonial Trust
South Carolina
$1.78M +$1.78M +24,709 New
5L
694
55I LLC
Massachusetts
$1.77M +$1.23M +17,051 +224%
RTS
695
Round Table Services
New Jersey
$1.77M +$3.31K +46 +0.2%
WTC
696
WhitTier Trust Company
Nevada
$1.77M +$11.3K +157 +0.6%
SIA
697
SkyView Investment Advisors
New Jersey
$1.77M +$171K +2,384 +11%
CIP
698
Chartwell Investment Partners
Pennsylvania
$1.76M -$16.3K -227 -0.9%
WKWM
699
Walter & Keenan Wealth Management
Indiana
$1.75M -$244K -3,393 -12%
1SB
700
1ST Source Bank
Indiana
$1.75M +$10.8K +150 +0.6%