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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 %
FSA
751
Franklin Street Advisors
North Carolina
$1.42M
NC
752
NovaPoint Capital
Georgia
$1.42M -$94.5K -1,315 -6%
DIS
753
Diversified Investment Strategies
Louisiana
$1.4M +$57.5K +800 +4%
BAMF
754
BI Asset Management Fondsmaeglerselskab
Denmark
$1.39M -$4.3M -59,837 -76%
ACS
755
Archford Capital Strategies
Illinois
$1.39M +$476K +6,614 +52%
B
756
Bensler
Washington
$1.37M +$1.37M +19,087 New
AF
757
Allworth Financial
California
$1.37M +$43.1K +600 +3%
ESB
758
Essex Savings Bank
Connecticut
$1.36M -$1.58K -22 -0.1%
PWMAG
759
Pinnacle Wealth Management Advisory Group
New Jersey
$1.36M +$123K +1,714 +10%
AWM
760
Avior Wealth Management
Nebraska
$1.36M +$413K +5,743 +44%
AIP
761
Ameritas Investment Partners
Nebraska
$1.36M
RBA
762
Richard Bernstein Advisors
New York
$1.35M -$603K -8,393 -31%
WIS
763
Wright Investors Service
Connecticut
$1.35M +$428K +5,957 +47%
VFA
764
Valeo Financial Advisors
Indiana
$1.34M +$274K +3,808 +26%
BOH
765
Bank of Hawaii
Hawaii
$1.34M +$239K +3,322 +22%
CAM
766
Cresset Asset Management
Illinois
$1.34M -$266K -3,698 -17%
FT
767
Fiduciary Trust
Massachusetts
$1.34M +$38.2K +531 +3%
CI
768
Cigna Investments
Connecticut
$1.34M -$59.3K -825 -4%
NAM
769
NorthCrest Asset Manangement
Minnesota
$1.33M -$14.6K -203 -1%
CPIG
770
Chicago Partners Investment Group
Illinois
$1.33M +$31.8K +399 +2%
RMDI
771
R.M. Davis Inc
Maine
$1.33M +$722K +10,047 +119%
AWS
772
AJ Wealth Strategies
New York
$1.33M -$786K -10,937 -37%
EF
773
Empowered Funds
Pennsylvania
$1.31M +$143K +1,995 +12%
SFA
774
Semmax Financial Advisors
North Carolina
$1.3M +$431K +5,418 +49%
GRP
775
Global Retirement Partners
California
$1.3M +$1.1M +13,857 +564%