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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 %
IA
951
IFP Advisors
Florida
$650K +$110K +2,524 +20%
CAM
952
Cozad Asset Management
Illinois
$647K -$935 -13 -0.1%
CWM
953
Concentric Wealth Management
California
$644K +$144 +2 +0%
AFA
954
AllGen Financial Advisors
Florida
$643K +$643K +8,951 New
IB
955
Intrust Bank
Kansas
$643K -$6.61K -92 -1%
AP
956
Americana Partners
Texas
$639K +$18.3K +255 +3%
KPWS
957
Kestra Private Wealth Services
Texas
$631K -$128K -1,777 -17%
BFM
958
Boston Financial Management
Massachusetts
$620K -$1.01K -14 -0.2%
SAM
959
Seelaus Asset Management
New Jersey
$615K +$615K +8,559 New
CC
960
Copperleaf Capital
North Carolina
$611K +$611K +8,505 New
SWM
961
Spire Wealth Management
Virginia
$609K -$264K -3,672 -30%
FCAG
962
First Capital Advisors Group
New Jersey
$602K +$14.5K +202 +2%
MWA
963
Monograph Wealth Advisors
California
$599K
PWPS
964
Pinnacle Wealth Planning Services
Ohio
$596K +$3.09K +43 +0.5%
HWM
965
HB Wealth Management
Georgia
$596K +$117K +1,629 +24%
NL
966
Navalign LLC
California
$594K +$35.5K +494 +6%
DI
967
DAGCO Inc
Ohio
$588K -$7.19K -100 -1%
EMG
968
ETF Managers Group
New Jersey
$587K +$25.2K +350 +4%
PVH
969
Psagot Value Holdings
Israel
$580K
LWAC
970
Laurel Wealth Advisors (California)
California
$578K -$17K -237 -3%
CA
971
Crumly & Associates
Illinois
$576K -$8.13K -113 -1%
WIC
972
Woodmont Investment Counsel
Tennessee
$574K -$172K -2,400 -23%
AG
973
Algert Global
California
$574K
Edgewood Management
974
Edgewood Management
Connecticut
$572K
BIC
975
Beach Investment Counsel
Pennsylvania
$563K