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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 %
HR
901
Hardy Reed
Mississippi
$778K
DT
902
Diversified Trust
Tennessee
$777K -$110K -1,530 -12%
FNBT
903
FineMark National Bank & Trust
Florida
$775K -$9.2K -128 -1%
VEA
904
Virtus ETF Advisers
New York
$774K +$35.4K +492 +5%
MTIM
905
Marathon Trading Investment Management
Pennsylvania
$773K -$601K -8,363 -44%
LNB
906
Ledyard National Bank
$770K -$25.2K -350 -3%
RIA
907
Realta Investment Advisors
Delaware
$770K -$17.6K -245 -2%
GIP
908
Greatmark Investment Partners
Georgia
$767K -$57.5K -800 -7%
SMC
909
Smith, Moore & Co
Missouri
$767K +$44.9K +625 +6%
BWM
910
BerganKDV Wealth Management
Minnesota
$765K +$36.6K +509 +5%
MIM
911
Moseley Investment Management
Florida
$760K +$72 +1 +0%
SLF
912
Sun Life Financial
Ontario, Canada
$757K -$148K -2,061 -16%
SRC
913
Sage Rhino Capital
California
$756K -$114K -1,586 -13%
AAS
914
Avantax Advisory Services
Texas
$756K +$130K +1,805 +21%
CA
915
Capital Advantage
California
$754K +$12.4K +173 +2%
KJWM
916
Kiley Juergens Wealth Management
Washington
$749K -$14.1K -196 -2%
GBT
917
Grove Bank & Trust
Florida
$749K
TC
918
TownSquare Capital
Utah
$748K +$76K +1,057 +11%
MFG
919
Monte Financial Group
Connecticut
$747K +$11.9K +165 +2%
GT
920
Glenview Trust
Kentucky
$738K +$21.8K +303 +3%
RP
921
Riverwater Partners
Wisconsin
$737K
SFS
922
Sowell Financial Services
Arkansas
$736K +$736K +10,238 New
AIM
923
Aspen Investment Management
Michigan
$732K
SIM
924
Sentry Investment Management
Wisconsin
$729K
LCM
925
Logan Capital Management
Pennsylvania
$726K +$19.1K +266 +3%