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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 %
AJ
401
Ashburton (Jersey)
Jersey
$8.33M -$139K -2,456 -2%
KWILP
402
Kiwi Wealth Investments Limited Partnership
New Zealand
$8.3M
SW
403
SVB Wealth
Massachusetts
$8.26M -$1.74M -30,785 -17%
SMDAM
404
Sumitomo Mitsui DS Asset Management
Japan
$8.24M +$1.41M +24,842 +21%
SAM
405
Sawgrass Asset Management
Florida
$8.15M +$8.15M +143,728 New
ECM
406
Elgethun Capital Management
South Dakota
$8.05M +$2.09M +36,798 +35%
YL
407
YCG LLC
Texas
$7.99M -$23.2K -410 -0.3%
EIA
408
Edgemoor Investment Advisors
Maryland
$7.94M +$7.94M +140,100 New
HV
409
HST Ventures
Utah
$7.93M -$789K -13,925 -9%
WPW
410
Warther Private Wealth
Ohio
$7.93M +$4.64M +81,834 +141%
EH
411
Equitable Holdings
New York
$7.89M +$947K +16,715 +14%
SSB
412
Sandy Spring Bank
Maryland
$7.88M +$338K +5,961 +4%
Northwestern Mutual Wealth Management
413
Northwestern Mutual Wealth Management
Wisconsin
$7.83M +$975K +17,199 +14%
BWFA
414
Baltimore-Washington Financial Advisors
Maryland
$7.78M +$135K +2,375 +2%
TRSOTSOK
415
Teachers Retirement System of the State of Kentucky
Kentucky
$7.76M -$8.15M -143,731 -51%
PL
416
Parthenon LLC
Kentucky
$7.74M +$2.33M +41,050 +43%
NB
417
Norinchukin Bank
Japan
$7.71M +$2.98M +52,540 +63%
BPA
418
Beacon Pointe Advisors
California
$7.71M +$2.71M +47,792 +54%
BCI
419
Brinker Capital Investments
Pennsylvania
$7.65M +$3.82M +67,388 +100%
OPS
420
Orion Portfolio Solutions
Nebraska
$7.65M +$3.82M +67,388 +100%
TAF
421
Tredje AP-fonden
Sweden
$7.63M +$109K +1,915 +1%
TF
422
Talbot Financial
Washington
$7.54M +$2.8M +49,455 +59%
FMC
423
First Merchants Corp
Indiana
$7.48M +$118K +2,081 +2%
MIG
424
McGuire Investment Group
Rhode Island
$7.42M -$323K -5,693 -4%
CCP
425
Clough Capital Partners
Massachusetts
$7.41M +$7.41M +130,700 New