SCHW icon

Charles Schwab

1,763 hedge funds and large institutions have $82.9B invested in Charles Schwab in 2023 Q2 according to their latest regulatory filings, with 251 funds opening new positions, 797 increasing their positions, 556 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,763
Holders Change
+100
Holders Change %
+6.01%
% of All Funds
27.8%
Holding in Top 10
67
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+31.37%
% of All Funds
1.06%
New
251
Increased
797
Reduced
556
Closed
143
Calls
$1.73B
Puts
$1.98B
Net Calls
-$248M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
251
MetLife Investment Management
New Jersey
$21.4M -$2.84M -50,104 -12%
RAM
252
RWC Asset Management
United Kingdom
$21.3M -$69.6M -1,228,037 -77%
Squarepoint
253
Squarepoint
New York
$21M -$21.3M -375,286 -50%
FLPIM
254
F.L. Putnam Investment Management
Massachusetts
$21M -$1.5M -26,498 -7%
Axa
255
Axa
France
$20.9M -$175K -3,084 -0.8%
DWM
256
Destination Wealth Management
California
$20.7M +$6.03M +106,357 +41%
WAM
257
Wilsey Asset Management
California
$20.4M +$417K +7,363 +2%
ERIM
258
Eagle Ridge Investment Management
Connecticut
$20.3M -$36.3K -640 -0.2%
ADEF
259
Adams Diversified Equity Fund
Maryland
$20.3M -$4.98M -87,900 -20%
TPSF
260
Texas Permanent School Fund
Texas
$19.8M +$1.76M +31,024 +10%
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$19.7M +$4.69M +82,827 +31%
NW
262
NewEdge Wealth
Pennsylvania
$19.7M +$2.31M +40,667 +13%
MC
263
Mount Capital
United Kingdom
$19.6M
Mirae Asset Global Investments
264
Mirae Asset Global Investments
South Korea
$19.5M +$7.14K +126 +0%
ACH
265
ArrowMark Colorado Holdings
Colorado
$19.4M +$4.22M +74,500 +28%
Teacher Retirement System of Texas
266
Teacher Retirement System of Texas
Texas
$19.4M +$1.63M +28,792 +9%
Cambridge Investment Research Advisors
267
Cambridge Investment Research Advisors
Iowa
$19.2M +$6.38M +112,641 +50%
ProShare Advisors
268
ProShare Advisors
Maryland
$19.1M -$1.19M -21,023 -6%
GC
269
Grimes & Company
Massachusetts
$19.1M +$1M +17,674 +6%
DSA
270
Davis Selected Advisers
Arizona
$18.7M -$609K -10,746 -3%
FLII
271
First Long Island Investors
New York
$18.7M -$1.1M -19,410 -6%
Public Sector Pension Investment Board (PSP Investments)
272
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$18.6M -$993K -17,515 -5%
Capital World Investors
273
Capital World Investors
California
$18.5M
SM
274
Soapstone Management
Maryland
$18.4M
Lido Advisors
275
Lido Advisors
California
$18.3M +$15.5M +272,825 +554%