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Charles Schwab

1,726 hedge funds and large institutions have $80.4B invested in Charles Schwab in 2023 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 742 increasing their positions, 629 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,726
Holders Change
-37
Holders Change %
-2.1%
% of All Funds
27.52%
Holding in Top 10
57
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.93%
% of All Funds
0.91%
New
144
Increased
742
Reduced
629
Closed
157
Calls
$1.71B
Puts
$1.86B
Net Calls
-$151M
Net Calls Change
+$96.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
551
Clearstead Advisors
Ohio
$3.85M +$1.82M +33,229 +90%
LPU
552
Lansdowne Partners (UK)
United Kingdom
$3.84M -$933K -17,000 -20%
BHPW
553
Beverly Hills Private Wealth
California
$3.83M -$3.81M -69,364 -50%
GSWM
554
Greenup Street Wealth Management
Michigan
$3.82M +$476K +8,679 +14%
FIA
555
Foundations Investment Advisors
Arizona
$3.8M +$616K +11,224 +19%
AssetMark Inc
556
AssetMark Inc
California
$3.78M +$872K +15,881 +30%
SAMC
557
Spectrum Asset Management (California)
California
$3.76M +$139K +2,523 +4%
CCP
558
Clough Capital Partners
Massachusetts
$3.71M -$3.46M -63,100 -48%
LC
559
Lincoln Capital
Nebraska
$3.66M -$1.87K -34 -0.1%
First Trust Advisors
560
First Trust Advisors
Illinois
$3.62M +$1.33M +24,171 +58%
MA
561
Mezzasalma Advisors
New Jersey
$3.62M +$12.5K +228 +0.3%
CCG
562
Cloverfields Capital Group
Minnesota
$3.59M -$82.4K -1,501 -2%
FIB
563
First Interstate Bank
Montana
$3.57M +$193K +3,518 +6%
DJSG
564
D.J. St. Germain
Massachusetts
$3.57M -$481K -8,757 -12%
PAI
565
Pittenger & Anderson Inc
Nebraska
$3.56M +$312K +5,689 +10%
GHAM
566
Gilman Hill Asset Management
Connecticut
$3.56M +$79.9K +1,455 +2%
CCM
567
Condor Capital Management
New Jersey
$3.55M +$29.2K +531 +0.8%
WA
568
Wealth Advisors
California
$3.54M +$137K +2,500 +4%
LNWWM
569
Laird Norton Wetherby Wealth Management
California
$3.52M +$51K +929 +1%
RIM
570
Reliant Investment Management
Tennessee
$3.5M +$67.8K +1,235 +2%
RGI
571
River Global Investors
United Kingdom
$3.5M -$485K -8,826 -12%
CIA
572
Choate Investment Advisors
Massachusetts
$3.5M +$1.3M +23,729 +59%
Group One Trading
573
Group One Trading
Illinois
$3.49M +$1.09M +19,812 +45%
NGA
574
Naples Global Advisors
Florida
$3.49M +$284K +5,165 +9%
QT
575
Quantbot Technologies
New York
$3.48M +$2.33M +42,480 +204%