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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 %
MMA
501
Miracle Mile Advisors
California
$5.03M -$5.56K -98 -0.1%
GWM
502
Geneos Wealth Management
Colorado
$5.01M +$1.57M +27,764 +46%
RAM
503
Riggs Asset Management
Pennsylvania
$4.99M +$1.41M +24,951 +40%
PAG
504
Private Advisory Group
Washington
$4.97M +$46.8K +826 +1%
RC
505
Roundview Capital
New Jersey
$4.96M +$1.92M +33,918 +63%
LPU
506
Lansdowne Partners (UK)
United Kingdom
$4.93M +$4.93M +87,000 New
CSPIA
507
Cary Street Partners Investment Advisory
Virginia
$4.93M +$1.14M +20,076 +30%
AAIM
508
American Assets Investment Management
California
$4.91M +$283K +5,000 +6%
ANTB
509
AMG National Trust Bank
Colorado
$4.91M +$2.35M +41,407 +92%
SWS
510
SYSTM Wealth Solutions
Illinois
$4.77M +$3.59M +63,383 +306%
ACP
511
Aviance Capital Partners
Florida
$4.73M +$485K +8,565 +11%
MCM
512
Mengis Capital Management
Oregon
$4.73M +$594K +10,487 +14%
PP
513
Prudential plc
United Kingdom
$4.64M +$128K +2,259 +3%
CI
514
Conning Inc
Connecticut
$4.63M +$1.07M +18,885 +30%
BCV
515
Banque Cantonale Vaudoise
Switzerland
$4.61M -$444K -7,837 -9%
ECM
516
ExodusPoint Capital Management
New York
$4.59M -$2.39M -42,229 -34%
MS
517
Marshall & Sullivan
Washington
$4.51M +$175K +3,090 +4%
KIA
518
KCM Investment Advisors
California
$4.5M +$348K +6,136 +8%
ATC
519
Argent Trust Co
Tennessee
$4.5M +$445K +7,854 +11%
H
520
HoyleCohen
California
$4.49M -$380K -6,697 -8%
EGA
521
Eagle Global Advisors
Texas
$4.47M -$146K -2,584 -3%
FNBOO
522
First National Bank of Omaha
Nebraska
$4.47M +$4.47M +78,874 New
NA
523
NewEdge Advisors
Louisiana
$4.43M +$1.1M +19,386 +33%
MIM
524
Marco Investment Management
Georgia
$4.41M +$67.8K +1,196 +2%
TLCM
525
Twin Lakes Capital Management
California
$4.38M +$12.7K +224 +0.3%