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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 %
RSWM
1126
Robertson Stephens Wealth Management
California
$347K +$287 +4 +0.1%
FHA
1127
First Horizon Advisors
Tennessee
$346K +$15.5K +217 +5%
TFA
1128
Tranquilli Financial Advisor
New Jersey
$344K +$344K +4,793 New
NWMG
1129
National Wealth Management Group
Ohio
$342K +$342K +4,753 New
RIM
1130
Redwood Investment Management
Arizona
$340K +$340K +4,727 New
RC
1131
Rovin Capital
Arizona
$337K +$55.7K +775 +20%
DFA
1132
Delta Financial Advisors
Louisiana
$336K -$4.67K -65 -1%
CPA
1133
Cardiff Park Advisors
California
$336K -$1.8K -25 -0.5%
CWM
1134
Circle Wealth Management
New Jersey
$336K +$336K +4,680 New
TA
1135
Tiedemann Advisors
New York
$335K -$59.2K -825 -15%
PFBT
1136
Parkside Financial Bank & Trust
Missouri
$333K -$2.52K -35 -0.7%
AC
1137
Abbrea Capital
California
$333K +$30.5K +425 +10%
PFM
1138
Premier Fund Managers
United Kingdom
$332K -$55.3M -761,175 -99%
YWP
1139
YorkBridge Wealth Partners
New York
$332K -$9.85K -137 -3%
RZH
1140
Relyea Zuckerberg Hanson
Connecticut
$332K +$24.5K +341 +8%
SFO
1141
Standard Family Office
South Dakota
$329K +$329K +4,583 New
TRIA
1142
Trail Ridge Investment Advisors
Colorado
$328K
GA
1143
Geller Advisors
New York
$327K +$19.7K +274 +6%
GBA
1144
Garrison Bradford & Associates
New York
$327K +$31.2K +434 +11%
KA
1145
Keene & Associates
Texas
$326K -$3.59K -50 -1%
S
1146
SimplyRich
California
$326K
DP
1147
Denver PWM
Colorado
$325K +$293 +4 +0.1%
CIC
1148
Chilton Investment Company
Connecticut
$325K +$325K +4,519 New
YMRC
1149
Yorktown Management & Research Company
Virginia
$323K +$323K +4,500 New
OA
1150
Operose Advisors
Wisconsin
$322K -$9.91K -138 -3%