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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 %
UB
326
UMB Bank
Missouri
$11.5M +$58.4K +1,114 +0.5%
MOACM
327
Mutual of America Capital Management
New York
$11.4M +$19.2K +366 +0.2%
YCM
328
Yousif Capital Management
Michigan
$11.4M -$491K -9,377 -4%
WI
329
Wafra Inc
New York
$11.4M -$9.6M -183,211 -46%
Empower Advisory Group
330
Empower Advisory Group
Colorado
$11.3M +$11.3M +219,152 New
Kayne Anderson Rudnick Investment Management
331
Kayne Anderson Rudnick Investment Management
California
$11.3M -$7.18K -137 -0.1%
LF
332
Longbow Finance
Switzerland
$11.1M +$3.68M +70,264 +50%
CIC
333
Cutler Investment Counsel
Oregon
$11.1M +$108K +2,058 +1%
SOADOR
334
State of Alaska Department of Revenue
Alaska
$11M -$178K -3,390 -2%
PHAM
335
Pacific Heights Asset Management
California
$11M +$1.57M +30,000 +17%
LIM
336
Lathrop Investment Management
Arkansas
$11M +$106K +2,024 +1%
CA
337
Cornerstone Advisors
North Carolina
$10.7M
VW
338
Vantage Wealth
California
$10.7M -$540K -10,310 -5%
PMEF
339
Point72 Middle East FZE
United Arab Emirates
$10.6M +$3.11M +59,354 +41%
EGM
340
Engineers Gate Manager
New York
$10.6M +$10.6M +201,755 New
CGH
341
Crossmark Global Holdings
Texas
$10.5M +$152K +2,907 +1%
CWM
342
CIBC World Markets
New York
$10.5M -$15.9M -304,109 -60%
Mercer Global Advisors
343
Mercer Global Advisors
Colorado
$10.5M +$465K +8,885 +5%
BAMF
344
BI Asset Management Fondsmaeglerselskab
Denmark
$10.5M +$2.33M +44,421 +29%
CIM
345
Courant Investment Management
Tennessee
$10.4M
CS
346
Candriam SCA
Luxembourg
$10.4M +$2.72M +56,497 +36%
SCM
347
Shelton Capital Management
Colorado
$10.4M +$6.37M +121,629 +160%
VIP
348
Vantage Investment Partners
Missouri
$10.1M +$10.1M +192,641 New
PAM
349
Panagora Asset Management
Massachusetts
$9.83M -$7.74M -147,717 -44%
LOPW
350
Live Oak Private Wealth
North Carolina
$9.79M +$261K +4,988 +3%