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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 %
CF
1151
Centaurus Financial
California
$322K +$322K +4,480 New
RWA
1152
River Wealth Advisors
Pennsylvania
$320K +$2.88K +40 +0.9%
CFG
1153
CKW Financial Group
Hawaii
$316K
ACIM
1154
Azimuth Capital Investment Management
Michigan
$316K
FEG
1155
Financial Enhancement Group
Indiana
$315K +$8.33K +116 +3%
BFEC
1156
Benjamin F. Edwards & Company
Missouri
$315K +$166K +2,305 +111%
9WM
1157
9258 Wealth Management
Ohio
$313K +$313K +4,349 New
AA
1158
ALPS Advisors
Colorado
$312K +$312K +4,344 New
IFWM
1159
Institute for Wealth Management
Colorado
$311K -$2.16K -30 -0.7%
FMP
1160
Financial Management Professionals
Texas
$310K +$145K +2,018 +88%
ACI
1161
Alpha Cubed Investments
California
$309K -$166K -2,310 -35%
WFI
1162
West Family Investments
California
$308K +$21K +292 +7%
DWM
1163
Defined Wealth Management
Oregon
$307K
TFS
1164
TrustCore Financial Services
Tennessee
$306K -$5.53K -77 -2%
HCM
1165
HMS Capital Management
Tennessee
$305K -$41.2K -574 -12%
CIA
1166
Capital Investment Advisors
Georgia
$305K +$34.3K +477 +13%
CRC
1167
Curi RMB Capital
Illinois
$304K -$30.5K -423 -9%
SWA
1168
Sutton Wealth Advisors
Florida
$303K +$431 +6 +0.1%
NEWAS
1169
N.E.W. Advisory Services
Wisconsin
$302K
GLA
1170
Good Life Advisors
Pennsylvania
$301K +$301K +4,187 New
VCM
1171
Virtue Capital Management
Tennessee
$300K +$42.9K +598 +17%
APA
1172
Astoria Portfolio Advisors
New York
$298K -$10.8K -150 -3%
JHCP
1173
Jackson Hole Capital Partners
Oklahoma
$298K
JDR
1174
Jay D. Rosenbaum
$298K
VST
1175
Van Strum & Towne
California
$295K