SCHW icon

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 %
CIBC Asset Management
301
CIBC Asset Management
Ontario, Canada
$13.1M -$3.61M -68,902 -22%
CC
302
Cornerstone Capital
California
$13.1M +$314K +5,995 +2%
VIM
303
Vancity Investment Management
British Columbia, Canada
$13M +$2.76M +52,780 +27%
Alyeska Investment Group
304
Alyeska Investment Group
Illinois
$12.8M +$12.8M +244,598 New
PI
305
PEAK6 Investments
Illinois
$12.8M +$10.6M +201,863 +478%
Simplex Trading
306
Simplex Trading
Illinois
$12.7M +$12.7M +242,679 New
DADC
307
D.A. Davidson & Co
Montana
$12.7M +$2.56M +48,867 +25%
ECM
308
Evergreen Capital Management
Washington
$12.6M +$4.23M +80,724 +50%
QT
309
Quantbot Technologies
New York
$12.6M +$12.6M +241,027 New
PCM
310
Philosophy Capital Management
California
$12.6M +$12.6M +240,000 New
EWM
311
Evercore Wealth Management
New York
$12.5M -$290K -5,537 -2%
TC
312
TwinBeech Capital
New York
$12.5M +$12.5M +239,139 New
Public Employees Retirement Association of Colorado
313
Public Employees Retirement Association of Colorado
Colorado
$12.5M -$497K -9,489 -4%
Nordea Investment Management
314
Nordea Investment Management
Sweden
$12.4M -$7.31M -143,007 -37%
TBA
315
Tower Bridge Advisors
Pennsylvania
$12.4M +$112K +2,132 +0.9%
GIBU
316
Gulf International Bank (UK)
United Kingdom
$12.3M -$2.57M -49,133 -17%
WC
317
Whitney & Co
New York
$12.3M +$404K +7,707 +3%
FAF
318
Fjarde Ap-fonden
Sweden
$12.3M -$152K -2,900 -1%
MSR
319
Main Street Research
Connecticut
$12.3M +$10.1M +192,404 +459%
TSW
320
Thompson Siegel & Walmsley
Virginia
$12.1M +$78K +1,489 +0.7%
CCM
321
Cohen Capital Management
California
$12M -$56.4K -1,076 -0.5%
Cambridge Investment Research Advisors
322
Cambridge Investment Research Advisors
Iowa
$11.8M +$7.12M +135,956 +151%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
323
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.8M -$12.2M -233,694 -51%
PNC
324
Park National Corp
Ohio
$11.8M +$3.18M +60,695 +37%
Rockefeller Capital Management
325
Rockefeller Capital Management
New York
$11.6M -$21.2M -403,898 -65%