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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 %
PCMC
1301
Private Capital Management (Colorado)
Colorado
$209K +$209K +2,904 New
CGFA
1302
Colton Groome Financial Advisors
North Carolina
$209K +$209K +2,909 New
CAM
1303
Crestone Asset Management
Colorado
$207K +$207K +2,876 New
JWM
1304
Jeppson Wealth Management
California
$206K -$36.7K -510 -15%
HHGA
1305
Halbert Hargrove Global Advisors
California
$206K +$206K +2,857 New
AWAP
1306
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$206K +$206K +2,860 New
VC
1307
Veracity Capital
Georgia
$206K +$206K +2,865 New
FANJ
1308
Financial Architects (New Jersey)
New Jersey
$206K +$206K +2,873 New
BBNA
1309
Bremer Bank National Association
Minnesota
$204K -$70.1K -977 -26%
FOA
1310
Five Oceans Advisors
California
$203K +$203K +2,820 New
OPA
1311
Old Port Advisors
Maine
$202K +$202K +2,655 New
FA
1312
Fagan Associates
New York
$202K +$202K +2,813 New
HIP
1313
HUB Investment Partners
Texas
$201K +$201K +2,801 New
GWS
1314
Glassman Wealth Services
Virginia
$194K +$4.53K +63 +2%
EW
1315
Evoke Wealth
California
$193K +$5.18K +72 +3%
HFM
1316
Harvest Fund Management
China
$182K +$4.11K +57 +2%
CSS
1317
Cubist Systematic Strategies
Connecticut
$173K -$1.18M -16,441 -87%
BA
1318
Bellwether Advisors
Nebraska
$165K
SGA
1319
Seaport Global Advisors
Massachusetts
$165K
T
1320
TOBAM
France
$163K
SC
1321
SouthState Corp
Florida
$159K +$14.2K +198 +10%
TFP
1322
Tilia Fiduciary Partners
North Carolina
$153K -$2.44K -34 -2%
PB
1323
Pinnacle Bancorp
Nebraska
$153K
TF
1324
TimeScale Financial
Massachusetts
$148K +$432 +6 +0.3%
MS
1325
Mizuho Securities
Japan
$139K +$139K +1,940 New