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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 %
KWM
1051
Kingsview Wealth Management
Oregon
$431K +$43.5K +604 +11%
RCAG
1052
Rehmann Capital Advisory Group
Michigan
$430K +$1.8K +25 +0.4%
OIA
1053
OneDigital Investment Advisors
Kansas
$428K +$61.2K +852 +17%
PMFA
1054
Plante Moran Financial Advisors
Michigan
$426K -$25.4K -353 -6%
GWM
1055
GSB Wealth Management
Connecticut
$425K +$44.9K +625 +12%
CFO
1056
Colony Family Offices
North Carolina
$424K
National Bank of Canada
1057
National Bank of Canada
Quebec, Canada
$423K -$38.3M -533,050 -99%
MGIA
1058
Moneta Group Investment Advisors
Missouri
$423K -$45.6K -635 -10%
TCA
1059
Transcend Capital Advisors
New Jersey
$422K -$29.3K -408 -6%
MC
1060
Moors & Cabot
Massachusetts
$422K +$2.23K +31 +0.5%
JLBC
1061
J.L. Bainbridge & Co
Florida
$421K +$4.1K +57 +1%
BOTW
1062
Bank of the West
California
$419K -$11.2K -156 -3%
SYBT
1063
Stock Yards Bank & Trust
Kentucky
$414K
SHGA
1064
Sand Hill Global Advisors
California
$413K -$44.5K -619 -10%
HI
1065
Harbour Investments
Wisconsin
$413K
AC
1066
ASB Consultores
Florida
$412K +$134K +1,864 +48%
SIM
1067
Studio Investment Management
Illinois
$412K -$57.4K -799 -12%
CB
1068
CNB Bank
Pennsylvania
$410K -$72 -1 -0%
TCM
1069
Traynor Capital Management
Pennsylvania
$410K +$22.5K +313 +6%
MGWM
1070
Marks Group Wealth Management
Minnesota
$409K +$4.89K +68 +1%
WAP
1071
Wealthcare Advisory Partners
Pennsylvania
$409K +$57.7K +803 +16%
CCM
1072
Chilton Capital Management
Texas
$408K
CQS
1073
Credential Qtrade Securities
$405K -$1.44K -20 -0.4%
BTW
1074
Boston Trust Walden
Massachusetts
$403K +$22.2K +309 +6%
PFGIA
1075
Patriot Financial Group Insurance Agency
Massachusetts
$403K +$168K +2,338 +71%