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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 %
A
1351
AustralianSuper
Australia
$87K +$87K +1,211,064 New
OC
1352
Oakworth Capital
Alabama
$87K
DIP
1353
DT Investment Partners
Pennsylvania
$87K +$87K +1,213 New
AIM
1354
Axiom Investment Management
New York
$85K +$85K +1,187 New
QC
1355
Quent Capital
New York
$84K +$9.16K +127 +12%
HFS
1356
Hantz Financial Services
Michigan
$82K
GFPC
1357
Global Financial Private Client
Florida
$78.4K +$22.3K +305 +40%
DI
1358
Disciplined Investments
Oklahoma
$78K +$3.25K +45 +4%
ONST
1359
Old North State Trust
North Carolina
$78K +$78K +1,092 New
MGIM
1360
M&G Investment Management
United Kingdom
$74.7K -$35.6K -495,095 -32%
SWA
1361
SOA Wealth Advisors
New York
$73K +$71 +1 +0.1%
AFIA
1362
America First Investment Advisors
Nebraska
$72K
FMB
1363
Field & Main Bank
Kentucky
$72K
FA
1364
Fortis Advisors
Pennsylvania
$72K
FMII
1365
Farmers & Merchants Investments Inc
Nebraska
$71K +$13.7K +190 +24%
ZB
1366
Zions Bancorporation
Utah
$71K +$15.6K +215 +28%
CHC
1367
City Holding Co
West Virginia
$70K
MRCM
1368
M&R Capital Management
New Jersey
$70K +$144 +2 +0.2%
BIA
1369
Bell Investment Advisors
California
$69K +$7.07K +99 +11%
EWM
1370
Endurance Wealth Management
Rhode Island
$68K
CA
1371
Crewe Advisors
Utah
$62K +$13.4K +186 +27%
KTC
1372
Kistler-Tiffany Companies
Pennsylvania
$60K +$44.3K +615 +282%
SJIA
1373
St. James Investment Advisors
New York
$59K +$20.3K +280 +52%
TFA
1374
Toth Financial Advisory
Virginia
$58K
HWA
1375
HHM Wealth Advisors
Tennessee
$55K