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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 %
CA
1201
Carson Advisory
Georgia
$273K
BWG
1202
Beta Wealth Group
California
$273K +$21.6K +300 +9%
GIA
1203
Gladstone Institutional Advisory
Florida
$272K -$7.62K -106 -3%
BJL
1204
Brighton Jones LLC
Washington
$272K +$7.33K +102 +3%
RIA
1205
Regal Investment Advisors
Michigan
$272K +$272K +3,783 New
CSPIA
1206
Cary Street Partners Investment Advisory
Virginia
$271K -$28.9K -402 -10%
ACA
1207
Affinity Capital Advisors
California
$271K
SIMG
1208
Sonora Investment Management Group
Arizona
$270K
SFA
1209
Souders Financial Advisors
Ohio
$269K -$935 -13 -0.3%
BFS
1210
Bradley Foster & Sargent
Connecticut
$269K +$4.89K +68 +2%
FCMT
1211
Founders Capital Management (Texas)
Texas
$267K
RTC
1212
Riverview Trust Company
Washington
$267K +$83.6K +1,162 +46%
MFGM
1213
Marshall Financial Group (Maryland)
Maryland
$266K -$20.8K -290 -7%
BFA
1214
Beaumont Financial Advisors
Massachusetts
$266K +$1.8K +25 +0.7%
HIIFS
1215
Harel Insurance Investments & Financial Services
Israel
$266K +$266K +3,660 New
ACM
1216
Absolute Capital Management
Pennsylvania
$266K +$21.6K +300 +9%
PWM
1217
Purus Wealth Management
California
$265K -$10.9K -152 -4%
CIC
1218
Crawford Investment Counsel
Georgia
$265K -$5.95K -83 -2%
VCG
1219
Vantage Consulting Group
Virginia
$263K -$31.5K -438 -11%
SA
1220
Syntax Advisors
New York
$263K -$31.5K -438 -11%
WCF
1221
West Coast Financial
California
$263K -$30.9K -430 -11%
CCM
1222
Carlson Capital Management
Minnesota
$263K -$2.08K -29 -0.8%
CK
1223
Cohen Klingenstein
New York
$263K
GCM
1224
Glaxis Capital Management
Florida
$263K +$864 +12 +0.3%
APP
1225
Avantax Planning Partners
Iowa
$262K -$22K -306 -8%