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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 %
EB
1251
Eastern Bank
Massachusetts
$241K
BAM
1252
Boyar Asset Management
New York
$241K
NERM
1253
New England Research & Management
Illinois
$241K +$241K +3,350 New
DA
1254
DSC Advisors
Illinois
$240K -$56.6K -786 -19%
DJSG
1255
D.J. St. Germain
Massachusetts
$240K
TBWA
1256
Three Bridge Wealth Advisors
California
$240K
FBFS
1257
First Business Financial Services
Wisconsin
$238K +$173K +8,753 +264%
LHC
1258
Little House Capital
Massachusetts
$237K -$3.52K -49 -1%
CWM
1259
C2C Wealth Management
Arizona
$236K +$236K +3,100 New
FAFN
1260
First Affirmative Financial Network
Colorado
$235K -$68.5K -954 -23%
WA
1261
Waddell & Associates
Tennessee
$235K -$6.41K -89 -3%
AFP
1262
Ausdal Financial Partners
Iowa
$234K
WA1
1263
Wimmer Associates 1
California
$233K +$233K +2,925 New
PCIA
1264
Prime Capital Investment Advisors
Kansas
$233K +$233K +3,239 New
VV
1265
Verity & Verity
South Carolina
$232K
FPWM
1266
FSB Premier Wealth Management
Iowa
$232K +$232K +3,235 New
EFS
1267
Essex Financial Services
Connecticut
$231K -$17.4K -242 -7%
BAM
1268
Brave Asset Management
New Jersey
$230K
PAI
1269
Pittenger & Anderson Inc
Nebraska
$229K -$223K -3,100 -49%
SWM
1270
Stockman Wealth Management
Montana
$229K -$10.2K -142 -4%
CT
1271
Cambridge Trust
Massachusetts
$227K +$1.58K +22 +0.7%
NCM
1272
Noesis Capital Mangement
Florida
$227K +$227K +3,153 New
SF
1273
Summit Financial
New Jersey
$225K +$225K +3,131 New
ACM
1274
AlphaCrest Capital Management
New York
$224K -$874K -12,147 -80%
TTWM
1275
TCV Trust & Wealth Management
Virginia
$224K -$328K -4,563 -59%