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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 %
BCV
476
Banque Cantonale Vaudoise
Switzerland
$4.67M +$1.55M +29,677 +50%
MMA
477
Miracle Mile Advisors
California
$4.66M +$2.77M +52,856 +147%
SIM
478
Seaview Investment Managers
Florida
$4.65M +$371K +7,075 +9%
BPA
479
Beacon Pointe Advisors
California
$4.62M +$1.53M +29,141 +49%
PCM
480
Poehling Capital Management
Wisconsin
$4.59M +$3.68M +70,306 +405%
UAS
481
United Asset Strategies
New York
$4.58M +$71K +1,356 +2%
KBFS
482
Kohmann Bosshard Financial Services
Ohio
$4.58M +$1.25M +23,852 +38%
PAG
483
Private Advisory Group
Washington
$4.55M +$4.55M +86,798 New
DI
484
DFPG Investments
Utah
$4.53M +$4.53M +86,572 New
Verition Fund Management
485
Verition Fund Management
Connecticut
$4.53M +$4.23M +80,808 +1,435%
TCCM
486
Timber Creek Capital Management
Massachusetts
$4.51M +$590K +11,259 +15%
H
487
HoyleCohen
California
$4.5M -$9.8K -187 -0.2%
Wolverine Trading
488
Wolverine Trading
Illinois
$4.48M +$4.33M +82,527 +2,938%
DZ Bank
489
DZ Bank
Germany
$4.43M -$473M -9,026,676 -99%
FWIA
490
Fort Washington Investment Advisors
Ohio
$4.41M +$196K +3,743 +5%
TF
491
Talbot Financial
Washington
$4.38M +$4.38M +83,605 New
NB
492
Norinchukin Bank
Japan
$4.37M +$123K +2,341 +3%
CA
493
Cullinan Associates
Kentucky
$4.37M +$403K +7,700 +10%
VNA
494
Valley National Advisers
Pennsylvania
$4.35M -$112K -2,112 -3%
CA
495
Cumberland Advisors
Florida
$4.34M +$443K +8,450 +11%
BM
496
Bridger Management
New York
$4.33M +$4.33M +82,600 New
MTIM
497
Marathon Trading Investment Management
Pennsylvania
$4.28M +$4.28M +81,715 New
MYAM
498
Meiji Yasuda Asset Management
Japan
$4.28M -$592K -11,298 -12%
AAIM
499
American Assets Investment Management
California
$4.28M
EGA
500
Eagle Global Advisors
Texas
$4.27M +$18.6K +356 +0.4%