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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 %
CTA
701
Chesley Taft & Associates
Illinois
$1.73M +$17.6K +245 +1%
PAM
702
Palisade Asset Management
Minnesota
$1.72M +$50.3K +700 +3%
RPC
703
Rossmore Private Capital
Connecticut
$1.69M
RFC
704
Regions Financial Corp
Alabama
$1.69M -$316K -4,392 -16%
IAIM
705
Industrial Alliance Investment Management
Quebec, Canada
$1.69M -$4.24K -59 -0.3%
JG
706
Jefferies Group
New York
$1.69M -$5.27M -73,298 -76%
HCA
707
Harbour Capital Advisors
Virginia
$1.68M -$6.25K -85 -0.4%
BSW
708
Buckingham Strategic Wealth
Missouri
$1.67M +$97.8K +1,361 +6%
Two Sigma Investments
709
Two Sigma Investments
New York
$1.66M -$192M -2,668,649 -99%
LC
710
Lakehouse Capital
Australia
$1.63M +$1.63M +22,657 New
HNB
711
Huntington National Bank
Ohio
$1.61M -$30.9K -430 -2%
STA
712
Summit Trail Advisors
New York
$1.61M -$374K -5,208 -19%
CCP
713
Corient Capital Partners
California
$1.61M +$182K +2,875 +13%
MCA
714
Martin Capital Advisors
Texas
$1.6M -$728K -10,125 -31%
TC
715
Titleist Capital
Texas
$1.59M +$327K +4,551 +26%
TMAM
716
Tokio Marine Asset Management
Japan
$1.59M +$157K +2,187 +11%
KJHP
717
K.J. Harrison & Partners
Ontario, Canada
$1.59M -$71.9K -1,000 -4%
VCM
718
Vetamer Capital Management
California
$1.59M -$1.55M -21,543 -49%
BIM
719
Bridges Investment Management
Nebraska
$1.58M -$55.3K -770 -3%
BCM
720
Birmingham Capital Management
Alabama
$1.58M
PG
721
Pendal Group
Australia
$1.57M -$656K -9,133 -29%
LBA
722
Letko, Brosseau & Associates
Quebec, Canada
$1.57M
SIA
723
Schechter Investment Advisors
Michigan
$1.55M +$498K +6,926 +47%
BFG
724
Beacon Financial Group
Texas
$1.55M +$11.4K +157 +0.7%
RWM
725
Ritholtz Wealth Management
New York
$1.55M +$1.08M +15,082 +235%