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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 %
FA
851
Faithward Advisors
Pennsylvania
$950K -$218K -3,038 -19%
CPO
852
Cerity Partners OCIO
New York
$945K +$57.5K +801 +6%
BMCM
853
Burns Matteson Capital Management
New York
$937K +$15.5K +215 +2%
EWM
854
Evermay Wealth Management
Virginia
$930K
OPCM
855
Osborne Partners Capital Management
California
$927K +$130K +1,813 +16%
FFM
856
Forum Financial Management
Illinois
$920K -$2.95K -41 -0.3%
AG
857
Ascent Group
Virginia
$913K +$249K +3,130 +38%
LTI
858
Laffer Tengler Investments
Tennessee
$906K +$20.7K +288 +2%
WFA
859
West Financial Advisors
Iowa
$906K
GAM
860
Gemmer Asset Management
California
$904K
Credit Agricole
861
Credit Agricole
France
$902K +$506K +7,032 +128%
SAM
862
Summit Asset Management
Tennessee
$898K -$9.34K -130 -1%
FC
863
Financial Consulate
Maryland
$898K +$898K +12,496 New
SS
864
Simplicity Solutions
Minnesota
$893K +$143K +1,986 +19%
APA
865
American Portfolios Advisors
New York
$886K +$496K +6,895 +127%
FFC
866
First Financial Corp
Indiana
$886K +$43.2K +602 +5%
PO
867
Private Ocean
California
$883K +$155K +2,163 +21%
SBH
868
Segall Bryant & Hamill
Illinois
$881K -$12.7K -177 -1%
EWM
869
Elmwood Wealth Management
California
$875K +$1.37K +19 +0.2%
LSAG
870
Lake Street Advisors Group
New Hampshire
$873K -$51.8K -721 -6%
AWM
871
Apollon Wealth Management
South Carolina
$872K +$169K +2,344 +24%
PTP
872
Platform Technology Partners
New York
$871K
AT
873
Arden Trust
Delaware
$864K -$26.3K -366 -3%
MYIA
874
Mount Yale Investment Advisors
Colorado
$862K +$275K +3,832 +47%
WFA
875
Wipfli Financial Advisors
Wisconsin
$861K +$861K +11,975 New