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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 %
MA
551
Mezzasalma Advisors
New Jersey
$3.23M +$3.23M +61,755 New
PTCG
552
Pring Turner Capital Group
California
$3.21M +$960K +18,328 +43%
LNWWM
553
Laird Norton Wetherby Wealth Management
California
$3.2M +$627K +11,971 +24%
PCH
554
Polar Capital Holdings
United Kingdom
$3.2M -$2.82M -53,873 -47%
GHAM
555
Gilman Hill Asset Management
Connecticut
$3.19M +$3.19M +60,823 New
GWM
556
Geneos Wealth Management
Colorado
$3.18M -$371K -7,091 -10%
LA
557
LBP AM
France
$3.17M -$153K -2,921 -5%
ACM
558
Aquatic Capital Management
Illinois
$3.16M +$3.16M +60,400 New
EWA
559
EP Wealth Advisors
California
$3.14M +$1.42M +21,589 +82%
PC
560
Permanens Capital
New York
$3.14M +$995K +19,000 +46%
FG
561
Fiduciary Group
Georgia
$3.13M +$11K +210 +0.4%
YCM
562
Yost Capital Management
Texas
$3.09M -$1.13M -21,532 -27%
NA
563
NewEdge Advisors
Louisiana
$3.08M +$446K +8,508 +17%
CCG
564
Cloverfields Capital Group
Minnesota
$3.07M +$688K +13,144 +29%
YIH
565
Y-Intercept (HK)
Hong Kong
$3.07M +$2.72M +51,999 +795%
LPIC
566
LeJeune Puetz Investment Counsel
Michigan
$3.07M +$212K +4,050 +7%
WPW
567
Warther Private Wealth
Ohio
$3.04M +$3.04M +58,106 New
WCA
568
Westover Capital Advisors
Delaware
$3.03M +$3.03M +57,815 New
GIM
569
Goelzer Investment Management
Indiana
$3M +$80.4K +1,535 +3%
LC
570
Lincoln Capital
Nebraska
$3M +$3M +57,256 New
GI
571
GS Investments
Minnesota
$2.99M +$301K +5,750 +11%
PA
572
Pinnacle Associates
New York
$2.98M +$406K +7,750 +16%
PA
573
Paragon Advisors
Texas
$2.96M +$2.96M +56,577 New
NAMA
574
Nikko Asset Management Americas
New York
$2.96M +$21.3K +404 +0.7%
DCM
575
Delta Capital Management
New Jersey
$2.94M +$2.94M +56,160 New