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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 %
Pacer Advisors
1276
Pacer Advisors
Pennsylvania
$224K +$51.4K +714 +30%
CWP
1277
Curated Wealth Partners
California
$223K +$223K +3,115 New
CWC
1278
Carolinas Wealth Consulting
North Carolina
$222K -$2.45K -34 -1%
WA
1279
Waverly Advisors
Alabama
$222K +$222K +3,080 New
EFM
1280
E Fund Management
China
$222K +$222K +3,092 New
PTC
1281
Private Trust Company
Ohio
$220K -$11K -153 -5%
WWM
1282
Wolff Wiese Magana
California
$220K +$201K +2,790 +1,065%
BI
1283
Berkeley Inc
Idaho
$219K -$15.4K -214 -7%
LFA
1284
Legacy Financial Advisors
Kentucky
$219K +$219K +3,050 New
CIP
1285
Convergence Investment Partners
Florida
$218K +$218K +3,032 New
CCIA
1286
Cherry Creek Investment Advisors
Colorado
$218K +$218K +3,032 New
PP
1287
Paloma Partners
Connecticut
$217K -$531K -7,370 -71%
BFA
1288
Buttonwood Financial Advisors
Maryland
$217K +$217K +2,929 New
JSW
1289
Journey Strategic Wealth
New Jersey
$217K +$217K +3,013 New
IWA
1290
IBEX Wealth Advisors
New Jersey
$217K +$217K +3,024 New
SAM
1291
Silvercrest Asset Management
New York
$217K +$217K +3,024 New
CA
1292
CGN Advisors
Kansas
$216K +$216K +3,000 New
RBC
1293
Romano Brothers & Co
Illinois
$216K +$216K +3,012 New
AAM
1294
Autus Asset Management
Arizona
$215K +$215K +2,996 New
MCM
1295
Manchester Capital Management
Vermont
$212K -$5.25K -73 -2%
NW
1296
NewEdge Wealth
Pennsylvania
$211K -$210K -2,931 -50%
AIM
1297
Acropolis Investment Management
Missouri
$211K
CHP
1298
Cable Hill Partners
Oregon
$210K +$210K +2,925 New
CFGS
1299
Concourse Financial Group Securities
Alabama
$209K +$9.97K +139 +5%
SA
1300
Shilanski & Associates
Alaska
$209K +$209K +2,904 New