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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 %
HIC
1026
Hartline Investment Corp
Illinois
$475K +$475K +6,603 New
FDS
1027
First Dallas Securities
Texas
$474K -$7.55K -105 -2%
RWB
1028
RMR Wealth Builders
New Jersey
$474K +$17.6K +245 +4%
SBIA
1029
Sheaff Brock Investment Advisors
Indiana
$469K -$935 -13 -0.2%
Fiera Capital (Canada)
1030
Fiera Capital (Canada)
Quebec, Canada
$467K
TPW
1031
Transatlantique Private Wealth
New York
$467K +$24.3K +338 +5%
E
1032
Ergoteles
New York
$454K -$4.43M -61,694 -91%
VVP
1033
Venture Visionary Partners
Ohio
$454K +$4.66K +65 +1%
TWA
1034
TCI Wealth Advisors
Arizona
$452K -$64.6K -898 -12%
FCA
1035
FLC Capital Advisors
California
$450K +$42.9K +597 +11%
MHR
1036
Matthew Hamilton Rosenberg
$449K +$20K +278 +5%
CA
1037
Cetera Advisors
Colorado
$447K +$2.37K +33 +0.5%
TC
1038
TAGStone Capital
North Carolina
$446K +$1.37K +19 +0.3%
QI
1039
Qtron Investments
Massachusetts
$445K +$445K +6,198 New
IA
1040
IFG Advisory
Georgia
$443K +$10.3K +144 +2%
ACM
1041
Advisors Capital Management
New Jersey
$442K -$47.5K -621 -10%
PCM
1042
Pointe Capital Management
Michigan
$440K +$4.67K +65 +1%
PCP
1043
Proficio Capital Partners
Massachusetts
$439K -$177K -2,458 -29%
WI
1044
Wintrust Investments
Illinois
$439K -$12.7K -177 -3%
BCM
1045
BTR Capital Management
California
$438K +$7.55K +105 +2%
KP
1046
Keel Point
Alabama
$437K +$124K +1,723 +40%
RA
1047
RFG Advisory
Alabama
$436K +$105K +1,316 +32%
WAS
1048
WESPAC Advisors SoCal
California
$435K -$565K -7,083 -56%
PWA
1049
PCG Wealth Advisors
Kansas
$433K +$23.8K +331 +6%
FCH
1050
Freestone Capital Holdings
Washington
$433K +$170K +2,363 +65%