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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 %
KJHP
551
K.J. Harrison & Partners
Ontario, Canada
$3.79M +$1.98M +35,000 +109%
LC
552
Lincoln Capital
Nebraska
$3.78M +$534K +9,421 +16%
MGP
553
Metis Global Partners
California
$3.78M +$108K +1,908 +3%
GFG
554
Greystone Financial Group
Michigan
$3.78M -$523K -9,234 -12%
SAMC
555
Spectrum Asset Management (California)
California
$3.73M -$63K -1,111 -2%
MA
556
Mezzasalma Advisors
New Jersey
$3.72M +$220K +3,873 +6%
BFM
557
Boothbay Fund Management
New York
$3.7M +$2.98M +52,605 +413%
MYAM
558
Meiji Yasuda Asset Management
Japan
$3.7M -$928K -16,377 -20%
KCPG
559
Kavar Capital Partners Group
Kansas
$3.7M +$5.67K +100 +0.2%
MLICM
560
Metropolitan Life Insurance Company (MetLife)
New York
$3.67M -$196K -3,461 -5%
VAS
561
Vestmark Advisory Solutions
Massachusetts
$3.66M +$1.54M +27,246 +73%
CCM
562
Condor Capital Management
New Jersey
$3.64M +$81.2K +1,432 +2%
KeyBank National Association
563
KeyBank National Association
Ohio
$3.63M +$12.6K +222 +0.3%
WA
564
Wealth Advisors
California
$3.62M +$2.94M +50,410 +435%
Man Group
565
Man Group
United Kingdom
$3.61M +$3.61M +63,769 New
RWP
566
RWA Wealth Partners
Massachusetts
$3.6M +$3.6M +63,460 New
GHAM
567
Gilman Hill Asset Management
Connecticut
$3.59M +$143K +2,515 +4%
PTCG
568
Pring Turner Capital Group
California
$3.58M +$112K +1,975 +3%
LNWWM
569
Laird Norton Wetherby Wealth Management
California
$3.58M +$117K +2,066 +3%
CIM
570
Chapman Investment Management
California
$3.57M -$731K -12,905 -17%
NCM
571
Next Capital Management
New York
$3.56M +$1.44M +25,381 +68%
RIM
572
Reliant Investment Management
Tennessee
$3.55M +$425K +7,495 +14%
PSC
573
Prentiss Smith & Co
Vermont
$3.51M +$4.59K +81 +0.1%
FIB
574
First Interstate Bank
Montana
$3.49M +$3.49M +61,499 New
GSWM
575
Greenup Street Wealth Management
Michigan
$3.45M +$294K +5,183 +9%