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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 %
BIP
1176
Blueprint Investment Partners
North Carolina
$295K +$295K +4,100 New
SMH
1177
Sanders Morris Harris
Texas
$293K
EL
1178
Essex LLC
Illinois
$291K
WJA
1179
Willis Johnson & Associates
Texas
$291K +$16.1K +224 +6%
II
1180
Inspire Investing
Idaho
$291K +$291K +4,048 New
TIM
1181
Triad Investment Management
California
$288K
EWA
1182
Encompass Wealth Advisors
Oregon
$287K
WCM
1183
Wisconsin Capital Management
Wisconsin
$287K
AA
1184
Alta Advisers
United Kingdom
$287K +$287K +4,000 New
IWM
1185
IHT Wealth Management
Illinois
$283K +$283K +3,934 New
TNBTD
1186
Trustmark National Bank Trust Department
Mississippi
$282K +$18K +250 +7%
PP
1187
PDS Planning
Ohio
$281K +$26.5K +368 +10%
RPGK
1188
Retirement Planning Group (Kansas)
Kansas
$281K +$281K +3,912 New
GD
1189
Grandfield & Dodd
New York
$280K
HTC
1190
Haverford Trust Company
Pennsylvania
$280K +$15.8K +220 +6%
PA
1191
Parkside Advisors
California
$279K -$33.1K -461 -11%
LC
1192
Lindbrook Capital
California
$278K +$82K +1,143 +42%
NPF
1193
Norris Perne & French
Michigan
$277K
GL
1194
Graypoint LLC
New York
$277K +$277K +3,853 New
DIA
1195
Davidson Investment Advisors
Montana
$276K -$168K -2,340 -38%
BBI
1196
Baxter Bros Inc
Connecticut
$276K
SBL
1197
Sargent Bickham Lagudis
Colorado
$276K +$72 +1 +0%
KA
1198
Klingman & Associates
New York
$275K +$1.65K +23 +0.6%
APWM
1199
Atlas Private Wealth Management
New York
$275K +$10.8K +151 +4%
KSWA
1200
Kathleen S. Wright Associates
Pennsylvania
$274K