SCHW icon

Charles Schwab

1,726 hedge funds and large institutions have $80.4B invested in Charles Schwab in 2023 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 742 increasing their positions, 629 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,726
Holders Change
-37
Holders Change %
-2.1%
% of All Funds
27.52%
Holding in Top 10
57
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.93%
% of All Funds
0.91%
New
144
Increased
742
Reduced
629
Closed
157
Calls
$1.71B
Puts
$1.86B
Net Calls
-$151M
Net Calls Change
+$96.5M
Name Holding Trade Value Shares
Change
Shares
Change %
TBA
326
Tower Bridge Advisors
Pennsylvania
$12.3M -$82K -1,494 -0.7%
CAN
327
Cetera Advisor Networks
California
$11.9M +$62K +1,130 +0.5%
DIA
328
Davidson Investment Advisors
Montana
$11.8M +$45.1K +821 +0.4%
CIC
329
Cutler Investment Counsel
Oregon
$11.6M +$10.8K +196 +0.1%
Nomura Holdings
330
Nomura Holdings
Japan
$11.5M +$8.41M +153,217 +273%
LIM
331
Lathrop Investment Management
Arkansas
$11.5M -$340K -6,188 -3%
MOACM
332
Mutual of America Capital Management
New York
$11.4M -$312K -5,689 -3%
YCM
333
Yousif Capital Management
Michigan
$11.4M -$362K -6,595 -3%
AWM
334
AE Wealth Management
Kansas
$11.4M +$1.29M +23,531 +13%
Twin Tree Management
335
Twin Tree Management
Texas
$11.3M +$11.3M +205,164 New
GPC
336
Greenstone Partners & Co
California
$11.2M +$1.91M +34,700 +21%
MDSL
337
M.D. Sass LLC
New York
$11.1M -$10.4M -190,008 -48%
SFA
338
Sequoia Financial Advisors
Ohio
$11M +$1.15M +21,000 +12%
CIM
339
Courant Investment Management
Tennessee
$10.9M
Empower Advisory Group
340
Empower Advisory Group
Colorado
$10.9M -$313K -5,710 -3%
LOPW
341
Live Oak Private Wealth
North Carolina
$10.9M +$162K +2,948 +2%
Kayne Anderson Rudnick Investment Management
342
Kayne Anderson Rudnick Investment Management
California
$10.8M -$798K -14,532 -7%
TC
343
TownSquare Capital
Utah
$10.8M +$749K +13,636 +7%
1C
344
1623 Capital
Virginia
$10.8M +$38.4K +700 +0.4%
MWM
345
Modera Wealth Management
New Jersey
$10.5M +$858K +15,628 +9%
GF
346
Goodman Financial
Texas
$10.4M +$191K +3,472 +2%
PCM
347
Poehling Capital Management
Wisconsin
$10.4M +$181K +3,291 +2%
PI
348
PEAK6 Investments
Illinois
$10.3M +$3.45M +62,857 +50%
UAS
349
United Asset Strategies
New York
$10.3M -$167K -3,036 -2%
AI
350
Atria Investments
North Carolina
$10.2M -$88.6K -1,614 -0.9%