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Charles Schwab

1,663 hedge funds and large institutions have $77.3B invested in Charles Schwab in 2023 Q1 according to their latest regulatory filings, with 292 funds opening new positions, 791 increasing their positions, 458 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,663
Holders Change
+47
Holders Change %
+2.91%
% of All Funds
26.62%
Holding in Top 10
51
Holding in Top 10 Change
-79
Holding in Top 10 Change %
-60.77%
% of All Funds
0.82%
New
292
Increased
791
Reduced
458
Closed
215
Calls
$1.83B
Puts
$2.22B
Net Calls
-$383M
Net Calls Change
-$368M
Name Holding Trade Value Shares
Change
Shares
Change %
FLII
251
First Long Island Investors
New York
$18.3M +$1.73M +33,107 +10%
PWAG
252
Polaris Wealth Advisory Group
California
$18.2M +$6.07M +115,825 +50%
Public Sector Pension Investment Board (PSP Investments)
253
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$18.1M +$4.87K +93 +0%
MC
254
Mount Capital
United Kingdom
$18.1M +$1M +19,100 +6%
Mirae Asset Global Investments
255
Mirae Asset Global Investments
South Korea
$18M -$5.92M -112,996 -25%
DSA
256
Davis Selected Advisers
Arizona
$17.8M -$431K -8,222 -2%
Natixis Advisors
257
Natixis Advisors
Massachusetts
$17.8M -$15.1M -288,097 -46%
WorldQuant Millennium Advisors
258
WorldQuant Millennium Advisors
New York
$17.8M +$13.2M +251,215 +286%
PGFC
259
Peapack-Gladstone Financial Corp
New Jersey
$17.5M -$53.9K -1,024 -0.3%
GKIM
260
GW&K Investment Management
Massachusetts
$17.3M -$2.53M -48,241 -13%
EHC
261
Everett Harris & Co
California
$17.2M +$435K +8,296 +3%
Capital World Investors
262
Capital World Investors
California
$17.1M -$17M -325,211 -50%
SM
263
Soapstone Management
Maryland
$17M +$262K +5,000 +2%
GC
264
Grimes & Company
Massachusetts
$16.7M +$11.8M +226,157 +245%
TPSF
265
Texas Permanent School Fund
Texas
$16.7M +$5.31M +101,284 +47%
PNC Financial Services Group
266
PNC Financial Services Group
Pennsylvania
$16.6M -$2.05M -39,175 -11%
MML Investors Services
267
MML Investors Services
Massachusetts
$16.4M +$3.94M +75,285 +32%
Teacher Retirement System of Texas
268
Teacher Retirement System of Texas
Texas
$16.4M -$2.68M -51,202 -14%
GF
269
Gabelli Funds
New York
$16.4M +$2.36M +44,970 +17%
National Bank of Canada
270
National Bank of Canada
Quebec, Canada
$16.3M +$3.06M +58,467 +23%
NW
271
NewEdge Wealth
Pennsylvania
$16.1M +$16M +304,630 +10,260%
UIM
272
USS Investment Management
United Kingdom
$16M +$388K +7,408 +2%
GI
273
Gradient Investments
Minnesota
$15.9M +$15.9M +302,673 +146,219%
BCIM
274
British Columbia Investment Management
British Columbia, Canada
$15.8M +$2.08M +39,722 +15%
GCM
275
Ghisallo Capital Management
Massachusetts
$15.7M +$15.7M +300,000 New