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Charles Schwab

1,497 hedge funds and large institutions have $111B invested in Charles Schwab in 2021 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 562 increasing their positions, 486 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,497
Holders Change
+157
Holders Change %
+11.72%
% of All Funds
23.12%
Holding in Top 10
80
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+21.21%
% of All Funds
1.24%
New
238
Increased
562
Reduced
486
Closed
67
Calls
$977M
Puts
$1.02B
Net Calls
-$47.5M
Net Calls Change
+$176M
Name Holding Trade Value Shares
Change
Shares
Change %
TLFA
1451
True Link Financial Advisors
California
$7K
MTIC
1452
Missouri Trust & Investment Company
Missouri
$7K +$7K +79 New
UIA
1453
Ulland Investment Advisors
Minnesota
$7K +$7K +82 New
Jones Financial Companies
1454
Jones Financial Companies
Missouri
$6K -$4.31K -51 -42%
SA
1455
SRH Advisors
Kansas
$6K
IFAM
1456
Institutional & Family Asset Management
Colorado
$6K
SC
1457
Schubert & Co
Texas
$6K +$6K +73 New
GEA
1458
Glen Eagle Advisors
New Jersey
$5.21K
CAM
1459
Costello Asset Management
Pennsylvania
$5K
AP
1460
Atwood & Palmer
Missouri
$5K
GWSG
1461
GPS Wealth Strategies Group
Colorado
$5K +$5K +56 New
CAC
1462
Core Alternative Capital
Georgia
$5K +$5K +65 New
KFS
1463
Kelly Financial Services
Massachusetts
$4.9K
WT
1464
Washington Trust
Rhode Island
$4K -$2.4K -30 -38%
BBPWM
1465
Blue Bell Private Wealth Management
Pennsylvania
$4K +$4K +46 New
S
1466
Surevest
California
$4K +$4K +46 New
TCOV
1467
Trust Company of Vermont
Vermont
$4K +$4K +46 New
ECM
1468
Estabrook Capital Management
New York
$3.79K +$3.79K +45 New
Optiver Holding
1469
Optiver Holding
Netherlands
$3K
APC
1470
Aspire Private Capital
North Carolina
$3K
TFGT
1471
TS Financial Group (TSFG)
Illinois
$3K
COCM
1472
Charter Oak Capital Management
New Hampshire
$3K
TWM
1473
Tradition Wealth Management
Minnesota
$3K +$3K +34 New
DHGWA
1474
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3K +$3K +40 New
CP
1475
Castleview Partners
Texas
$2.79K +$2.79K +234,639 New