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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 %
ATWA
876
Arbor Trust Wealth Advisors
Michigan
$859K -$19.7K -274 -2%
HA
877
Hamel Associates
New Jersey
$856K -$39.5K -550 -4%
BWAM
878
Boyd Watterson Asset Management
Ohio
$856K +$26.5K +368 +3%
SAI
879
Systematic Alpha Investments
New Jersey
$855K
HBT
880
Heartland Bank & Trust
Illinois
$848K -$11.9K -166 -1%
ICM
881
IMS Capital Management
Oregon
$847K
WPW
882
Waldron Private Wealth
Pennsylvania
$845K +$36.1K +502 +4%
PIA
883
Powell Investment Advisors
Florida
$844K
MME
884
Meag Munich Ergo
Germany
$844K +$595K +8,277 +239%
HWA
885
HCR Wealth Advisors
California
$842K -$2.16K -30 -0.3%
CYG
886
Clean Yield Group
Vermont
$837K +$8.2K +114 +1%
MMC
887
Mizuho Markets Cayman
Cayman Islands
$829K -$270K -3,749 -25%
AIM
888
Anchor Investment Management
South Carolina
$827K +$156K +2,165 +23%
BWA
889
Bordeaux Wealth Advisors
California
$827K -$19.3K -268 -2%
SIC
890
Salem Investment Counselors
North Carolina
$816K +$49.7K +692 +6%
FB
891
Fulton Bank
Pennsylvania
$812K +$180K +2,502 +28%
FM
892
Family Management
New York
$796K
LWAM
893
Legacy Wealth Asset Management
Minnesota
$793K -$224K -3,113 -22%
TH
894
TCTC Holdings
Texas
$792K
Man Group
895
Man Group
United Kingdom
$791K +$791K +10,998 New
1832 Asset Management
896
1832 Asset Management
Ontario, Canada
$789K +$9.99K +139 +1%
SCA
897
Spearhead Capital Advisors
Florida
$784K -$8.13M -113,103 -91%
HCA
898
Hyperion Capital Advisors
New York
$783K
BTWM
899
Baker Tilly Wealth Management
Wisconsin
$782K +$2.73K +38 +0.4%
ARMT
900
Amica Retiree Medical Trust
Rhode Island
$781K +$133K +1,846 +20%