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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 %
AWS
426
Atria Wealth Solutions
New York
$6.23M +$3.52M +67,205 +130%
Fifth Third Bancorp
427
Fifth Third Bancorp
Ohio
$6.21M -$4.47M -85,385 -42%
SBCM
428
Schwerin Boyle Capital Management
Massachusetts
$6.19M -$380K -7,250 -6%
M1FG
429
Mach-1 Financial Group
Arkansas
$6.15M -$258M -23,789 -98%
GPC
430
Greenstone Partners & Co
California
$6.15M +$6.15M +117,392 New
BRA
431
Biechele Royce Advisors
Indiana
$6.11M -$177K -3,388 -3%
Robeco Institutional Asset Management
432
Robeco Institutional Asset Management
Netherlands
$6.08M -$27.5M -524,546 -82%
EMPI
433
Elo Mutual Pension Insurance
Finland
$6.08M +$183K +3,488 +3%
MWM
434
Madison Wealth Management
Ohio
$5.96M -$17.2K -329 -0.3%
HDIM
435
Hanson & Doremus Investment Management
Vermont
$5.95M -$329K -6,283 -5%
PMG
436
ProVise Management Group
Florida
$5.93M +$1.53M +29,275 +35%
AAF
437
Andra AP-fonden
Sweden
$5.89M +$1.48M +28,328 +34%
GI
438
GAMCO Investors
Connecticut
$5.81M -$407K -7,766 -7%
TIM
439
Thompson Investment Management
Wisconsin
$5.7M +$3.85M +73,441 +207%
FFBTD
440
First Financial Bank - Trust Division
Ohio
$5.66M -$27K -516 -0.5%
BBA
441
BLB&B Advisors
Pennsylvania
$5.65M -$38.4K -733 -0.7%
RCA
442
Riverview Capital Advisers
Massachusetts
$5.65M +$5.65M +107,882 New
IMPI
443
Ilmarinen Mutual Pension Insurance
Finland
$5.63M
BCM
444
Brasada Capital Management
Texas
$5.6M -$434K -8,285 -7%
Capital Fund Management (CFM)
445
Capital Fund Management (CFM)
France
$5.57M +$5.57M +106,433 New
ECM
446
Elgethun Capital Management
South Dakota
$5.56M -$166K -3,147 -3%
CFG
447
Citizens Financial Group
Rhode Island
$5.54M +$27.6K +526 +0.5%
M
448
MOTCO
Texas
$5.48M +$74.6K +1,424 +1%
OAM
449
Oppenheimer Asset Management
New York
$5.48M +$2.43M +46,338 +79%
FWTB
450
First Western Trust Bank
Colorado
$5.48M +$218K +4,155 +4%