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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 %
NC
1076
NinePointTwo Capital
California
$402K -$93K -1,294 -19%
BAM
1077
Berkshire Asset Management
Pennsylvania
$402K +$14.4K +200 +4%
TSS
1078
Two Sigma Securities
New York
$402K +$402K +5,589 New
RCM
1079
RNC Capital Management
California
$401K -$140K -1,942 -26%
AWA
1080
Arete Wealth Advisors
Illinois
$398K -$1.69M -23,537 -81%
GFP
1081
Gryphon Financial Partners
Ohio
$397K -$2.88K -40 -0.7%
RWP
1082
Ridgecrest Wealth Partners
California
$396K
CAM
1083
Connacht Asset Management
New York
$396K +$718 +10 +0.2%
PRC
1084
Pearl River Capital
Michigan
$395K -$3.48M -48,482 -90%
AA
1085
Addison Advisors
Vermont
$395K +$646 +9 +0.2%
LNC
1086
Lincoln National Corp
Pennsylvania
$395K +$15.7K +219 +4%
TF
1087
Tompkins Financial
New York
$393K -$54.6K -761 -12%
WF
1088
Welch & Forbes
Massachusetts
$392K
NB
1089
Nicolet Bankshares
Wisconsin
$392K
JIC
1090
Joel Isaacson & Co
New York
$392K +$72.2K +1,004 +23%
M
1091
Mirova
France
$391K -$230K -3,198 -37%
AWM
1092
Aberdeen Wealth Management
Illinois
$389K +$72 +1 +0%
CG
1093
Cutler Group
California
$389K +$78.1K +1,087 +25%
CDH
1094
Charles D. Hyman
$387K +$1.8K +25 +0.5%
KAM
1095
Knightsbridge Asset Management
California
$385K -$133K -1,853 -26%
CPA
1096
Court Place Advisors
Maryland
$385K -$10.8K -150 -3%
Fayez Sarofim & Co
1097
Fayez Sarofim & Co
Texas
$385K
TSWM
1098
Triangle Securities Wealth Management
North Carolina
$385K +$74.8K +1,040 +24%
AMM
1099
American Money Management
California
$383K +$7.55K +105 +2%
FLI
1100
Family Legacy Inc
South Carolina
$382K