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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 %
TSW
376
Thompson Siegel & Walmsley
Virginia
$9.49M -$3.56M -62,762 -27%
JSA
377
Jacobson & Schmitt Advisors
Wisconsin
$9.49M -$334K -5,894 -3%
AMBIA
378
Allen Mooney & Barnes Investment Advisors
Georgia
$9.45M +$9.07M +159,971 +2,365%
FA
379
Financial Avengers
California
$9.44M +$264K +4,658 +3%
SCA
380
Snowden Capital Advisors
New York
$9.42M +$1.33M +23,494 +16%
OC
381
Oppenheimer & Co
New York
$9.34M +$212K +3,738 +2%
ECM
382
Evergreen Capital Management
Washington
$9.21M -$4.46M -78,610 -33%
WBC
383
Westpac Banking Corp
Australia
$9.19M -$26.9M -474,330 -75%
SCM
384
SKBA Capital Management
California
$9.13M +$9.13M +161,160 New
WSTAM
385
Wilbanks Smith & Thomas Asset Management
Virginia
$9.08M -$501K -8,847 -5%
BHPW
386
Beverly Hills Private Wealth
California
$9.03M +$5.74M +88,450 +175%
CM
387
Churchill Management
California
$9.01M -$328K -5,795 -4%
HF
388
HRT Financial
New York
$8.94M +$6.3M +111,172 +239%
LC
389
Lakehouse Capital
Australia
$8.87M
PMEF
390
Point72 Middle East FZE
United Arab Emirates
$8.71M -$2.8M -49,416 -24%
JC
391
Jacobs & Co
California
$8.66M +$152K +2,689 +2%
GIBU
392
Gulf International Bank (UK)
United Kingdom
$8.63M -$4.72M -83,264 -35%
NAM
393
Nissay Asset Management
Japan
$8.62M -$580K -10,238 -6%
MCM
394
Mill Capital Management
North Carolina
$8.58M +$84.5K +1,490 +1%
AAIM
395
Asset Advisors Investment Management
Georgia
$8.57M -$145K -2,550 -2%
Daiwa Securities Group
396
Daiwa Securities Group
Japan
$8.53M -$1.48M -26,196 -15%
HCA
397
Hyperion Capital Advisors
New York
$8.49M +$2.67M +47,192 +46%
PMG
398
ProVise Management Group
Florida
$8.48M +$2.07M +36,568 +32%
GH
399
GAM Holding
Switzerland
$8.46M -$14.7K -260 -0.2%
VCAM
400
Van Cleef Asset Management
Ohio
$8.36M +$22.2K +392 +0.3%