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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 %
LCM
726
Linker Capital Management
Kentucky
$1.54M
TF
727
TIAA FSB
Florida
$1.53M -$67.7K -942 -4%
TNB
728
Thomasville National Bank
Georgia
$1.53M -$19.9K -277 -1%
HPC
729
HM Payson & Co
Maine
$1.53M +$791 +11 +0.1%
SC
730
Sonen Capital
California
$1.53M -$162K -2,251 -10%
LCM
731
Leisure Capital Management
California
$1.52M +$35.4K +493 +2%
GJIC
732
Gamble Jones Investment Counsel
California
$1.52M -$43.5K -605 -3%
FTDI
733
First Trust Direct Indexing
Massachusetts
$1.52M -$13.9K -194 -0.9%
CIA
734
Cascade Investment Advisors
Oregon
$1.52M +$555K +6,970 +58%
CG
735
Caprock Group
Idaho
$1.51M +$19.5K +272 +1%
MA
736
MYDA Advisors
New York
$1.51M +$1.51M +21,000 New
WA
737
Wealth Alliance
New York
$1.5M +$14.7K +204 +1%
CSIC
738
Clifford Swan Investment Counsel
California
$1.49M -$719 -10 -0%
S
739
SignatureFD
Georgia
$1.48M +$219K +3,053 +17%
RWA
740
Roberts Wealth Advisors
California
$1.48M -$2.65M -34,878 -64%
EIP
741
Epoch Investment Partners
New York
$1.48M -$53.2K -740 -3%
AWP
742
Accretive Wealth Partners
New Jersey
$1.48M -$15K -209 -1%
MBT
743
Montecito Bank & Trust
California
$1.47M -$227K -3,157 -13%
VIA
744
Vident Investment Advisory
Georgia
$1.46M +$73.6K +1,260 +5%
EDRH
745
Edmond de Rothschild Holding
Switzerland
$1.45M +$68.4K +951 +5%
GA
746
Greenhaven Associates
New York
$1.44M
BPM
747
Bowling Portfolio Management
Ohio
$1.43M -$18.5K -258 -1%
CGA
748
Crescent Grove Advisors
Illinois
$1.43M
ADIM
749
Alpha DNA Investment Management
Maryland
$1.43M +$1.43M +19,828 New
GSWM
750
Greenup Street Wealth Management
Michigan
$1.42M +$333K +4,626 +30%