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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 %
BBVA
451
Banco Bilbao Vizcaya Argentaria
Spain
$6.38M -$1.44M -25,189 -18%
BBA
452
BLB&B Advisors
Pennsylvania
$6.37M +$260K +4,590 +4%
GLR
453
Great Lakes Retirement
Ohio
$6.36M +$5.76M +101,605 +965%
WIA
454
Westbourne Investment Advisors
Maryland
$6.23M +$390K +6,887 +7%
RAM
455
Redmond Asset Management
Virginia
$6.14M +$1.78M +31,408 +41%
WWA
456
WCG Wealth Advisors
Nevada
$6.13M +$1.56M +27,534 +34%
RCA
457
Riverview Capital Advisers
Massachusetts
$6.11M
TI
458
Tidal Investments
Wisconsin
$6.11M -$1.48M -26,161 -20%
PI
459
PineBridge Investments
New York
$6.09M -$28M -494,261 -82%
IMPI
460
Ilmarinen Mutual Pension Insurance
Finland
$6.09M
AAF
461
Andra AP-fonden
Sweden
$6.07M -$306K -5,400 -5%
BPC
462
Banque Pictet & Cie
Switzerland
$6.02M +$474K +8,367 +9%
Wealthfront Advisers
463
Wealthfront Advisers
California
$5.98M +$3.48M +61,315 +139%
HCMT
464
Highland Capital Management (Tennessee)
Tennessee
$5.96M +$382K +6,734 +7%
EI
465
Ethic Inc
New York
$5.96M +$568K +10,022 +11%
HIMCH
466
Hartford Investment Management Co (HIMCO)
Connecticut
$5.91M -$1.37M -24,184 -19%
CI Investments Inc
467
CI Investments Inc
Ontario, Canada
$5.85M -$3.05M -53,881 -34%
Robeco Institutional Asset Management
468
Robeco Institutional Asset Management
Netherlands
$5.83M -$748K -13,205 -11%
HR
469
Howe & Rusling
New York
$5.79M -$64.7K -1,141 -1%
TH
470
TCTC Holdings
Texas
$5.79M +$2.18M +38,500 +60%
TCCM
471
Timber Creek Capital Management
Massachusetts
$5.78M +$902K +15,917 +18%
Nordea Investment Management
472
Nordea Investment Management
Sweden
$5.78M -$8.18M -142,357 -59%
LI
473
Lafayette Investments
Maryland
$5.78M +$472K +8,321 +9%
CFG
474
Citizens Financial Group
Rhode Island
$5.72M -$275K -4,860 -5%
SIM
475
Seaview Investment Managers
Florida
$5.7M +$668K +11,788 +13%