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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 %
NI
926
Nuance Investments
Missouri
$725K -$10M -139,704 -93%
LJAC
927
L.J. Altfest & Co
New York
$725K +$362K +5,039 +100%
CAG
928
Compass Advisory Group
New York
$719K
CM
929
Crestline Management
Texas
$719K +$719K +10,000 New
SP
930
Symmetry Partners
Connecticut
$716K +$40.1K +558 +6%
CC
931
Cannell & Co
New York
$710K +$37.9K +527 +6%
ATPW
932
Ashton Thomas Private Wealth
Arizona
$709K +$4.89K +68 +0.7%
CA
933
Clearstead Advisors
Ohio
$699K +$15.6K +217 +2%
MWM
934
Meridian Wealth Management
Kentucky
$698K +$4.96K +69 +0.7%
P
935
Pitcairn
Pennsylvania
$698K +$8.69K +121 +1%
SICM
936
Sustainable Insight Capital Management
New York
$697K -$826K -11,500 -54%
DWM
937
Drive Wealth Management
Utah
$697K +$2.3K +32 +0.3%
AWM
938
Axxcess Wealth Management
California
$695K +$367K +5,096 +112%
GP
939
Greenline Partners
New York
$683K +$683K +9,499 New
SFA
940
Sequoia Financial Advisors
Ohio
$681K -$334K -4,645 -33%
LWM
941
Lyell Wealth Management
California
$680K +$53.6K +745 +9%
BL
942
Balentine LLC
Georgia
$673K -$317K -4,414 -32%
OPS
943
Orion Portfolio Solutions
Nebraska
$673K +$205K +2,845 +44%
IC
944
Inverness Counsel
New York
$669K -$28.7K -400 -4%
AA
945
Apriem Advisors
California
$667K -$39.5K -550 -6%
SFG
946
SNS Financial Group
Minnesota
$667K +$5.03K +70 +0.8%
VCM
947
Violich Capital Management
California
$665K -$97K -1,350 -13%
PIMG
948
Patriot Investment Management Group
Tennessee
$658K -$28K -389 -4%
OFG
949
Omega Financial Group
California
$657K +$2.3K +32 +0.4%
IF
950
Ironwood Financial
Arizona
$655K