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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 %
AFG
976
Albion Financial Group
Utah
$561K -$4.38K -61 -0.8%
FMLI
977
Fukoku Mutual Life Insurance
Japan
$561K
FCA
978
FinTrust Capital Advisors
South Carolina
$558K +$481 +7 +0.1%
SWM
979
SeaCrest Wealth Management
New York
$558K +$72.6K +1,010 +15%
ZIG
980
Zullo Investment Group
Pennsylvania
$557K +$34K +473 +7%
NO
981
Ninety One
South Africa
$555K
FIM
982
Freedom Investment Management
Connecticut
$549K -$53.1K -739 -9%
ZCA
983
Zeke Capital Advisors
Pennsylvania
$546K -$9.35K -130 -2%
KFSC
984
Keystone Financial Services (Colorado)
Colorado
$546K -$7.2K -93 -1%
MA
985
Mutual Advisors
Nebraska
$544K -$227K -3,157 -29%
AMBIA
986
Allen Mooney & Barnes Investment Advisors
Georgia
$543K -$5.68K -79 -1%
WPC
987
Wedmont Private Capital
Pennsylvania
$543K +$174K +2,423 +47%
ALAM
988
Asahi Life Asset Management
Japan
$542K -$7.18K -100 -1%
AWA
989
Arkadios Wealth Advisors
Georgia
$541K +$14.6K +203 +3%
BG
990
Bahl & Gaynor
Ohio
$541K +$68.4K +953 +14%
SPI
991
Sutton Place Investors
New York
$537K +$6.04K +84 +1%
EI
992
Ellevest Inc
New York
$537K +$211K +2,934 +65%
CI
993
Cavalier Investments
Georgia
$536K -$44.6K -621 -8%
AIM
994
Athena Investment Management
California
$536K
BFA
995
Bragg Financial Advisors
North Carolina
$530K -$24.3K -338 -4%
PCS
996
Personal CFO Solutions
New Jersey
$530K +$116K +1,610 +28%
Koshinski Asset Management
997
Koshinski Asset Management
Illinois
$529K +$260K +3,623 +97%
BTI
998
Blue Trust Inc
Georgia
$528K +$173K +2,738 +49%
SXL
999
Summit X LLC
Missouri
$527K +$64.3K +883 +14%
CWM
1000
Calamos Wealth Management
Illinois
$525K -$90.8K -1,263 -15%