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 %
CM
376
Churchill Management
California
$8.63M -$244K -4,659 -3%
PFM
377
Parsec Financial Management
North Carolina
$8.6M +$412K +7,863 +5%
NAM
378
Nissay Asset Management
Japan
$8.5M -$308K -5,887 -3%
FA
379
Financial Avengers
California
$8.48M +$549K +10,475 +7%
VanEck Associates
380
VanEck Associates
New York
$8.44M +$1.42M +27,115 +20%
OC
381
Oppenheimer & Co
New York
$8.44M +$3.59M +68,521 +74%
UAM
382
UAS Asset Management
New York
$8.39M +$6.82M +130,227 +434%
WHCM
383
Wolf Hill Capital Management
Connecticut
$8.31M +$8.31M +158,664 New
CI Investments Inc
384
CI Investments Inc
Ontario, Canada
$8.23M -$584K -11,144 -7%
LC
385
Lakehouse Capital
Australia
$8.2M +$2.77M +52,965 +51%
1C
386
1623 Capital
Virginia
$8.09M +$2.24M +42,769 +38%
HV
387
HST Ventures
Utah
$8.06M +$1.12M +21,400 +16%
AAIM
388
Asset Advisors Investment Management
Georgia
$8.06M +$73.3K +1,400 +0.9%
AWM
389
AE Wealth Management
Kansas
$7.95M +$2.52M +48,080 +46%
JC
390
Jacobs & Co
California
$7.86M +$146K +2,785 +2%
MCM
391
Mill Capital Management
North Carolina
$7.85M +$85.8K +1,638 +1%
GH
392
GAM Holding
Switzerland
$7.83M -$272K -5,188 -3%
AJ
393
Ashburton (Jersey)
Jersey
$7.83M +$7.83M +149,458 New
AIMCA
394
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.8M -$13M -248,375 -63%
VCAM
395
Van Cleef Asset Management
Ohio
$7.7M +$10.5K +201 +0.1%
KWILP
396
Kiwi Wealth Investments Limited Partnership
New Zealand
$7.67M +$657K +12,546 +9%
SCA
397
Snowden Capital Advisors
New York
$7.48M +$3.36M +64,196 +82%
YL
398
YCG LLC
Texas
$7.4M -$114K -2,184 -2%
MCM
399
Makena Capital Management
California
$7.34M +$23K +440 +0.3%
JF
400
Jump Financial
Illinois
$7.3M +$7.3M +139,286 New