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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 %
GEA
1376
Glen Eagle Advisors
New Jersey
$54.8K
HCP
1377
Hexagon Capital Partners
Arkansas
$54K -$29.6K -413 -35%
BSB
1378
Bangor Savings Bank
Maine
$54K
MCM
1379
MV Capital Management
Maryland
$54K +$15.8K +221 +41%
CAC
1380
Core Alternative Capital
Georgia
$52K +$3.82K +53 +8%
EARNEST Partners
1381
EARNEST Partners
Georgia
$49K
MA
1382
MCF Advisors
Kentucky
$48K
ANBT
1383
American National Bank & Trust
Texas
$46K +$4.44K +62 +11%
AF
1384
Arrow Financial
New York
$45K
AF
1385
Advisornet Financial
Minnesota
$45K +$4.03K +56 +10%
DWP
1386
Destiny Wealth Partners
Florida
$43K -$7.7K -108 -15%
GC
1387
Gould Capital
Washington
$43K
SPWM
1388
Spartan Planning & Wealth Management
North Carolina
$43K +$43K +592 New
SWM
1389
Sugarloaf Wealth Management
Georgia
$42K +$19.5K +268 +86%
TWC
1390
TD Waterhouse Canada
Ontario, Canada
$41.1K
NSIM
1391
North Star Investment Management
Illinois
$40K
CSB
1392
City State Bank
Iowa
$40K +$40K +560 New
AWM
1393
Abound Wealth Management
Tennessee
$38.7K +$38.7K +539 New
M1FG
1394
Mach-1 Financial Group
Arkansas
$38K +$6.04K +85 +19%
WAM
1395
Worth Asset Management
Texas
$36K
CFO
1396
CVA Family Office
Colorado
$36K
IWP
1397
IAG Wealth Partners
Wisconsin
$36K +$36K +495 New
CCA
1398
Column Capital Advisors
Indiana
$35K
GI
1399
Gradient Investments
Minnesota
$35K +$72 +1 +0.2%
ETH
1400
Exos TFP Holdings
New York
$34K +$34K +470 New