SCHW icon

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 %
SLG
576
Stanley-Laman Group
Pennsylvania
$2.94M +$356K +6,792 +14%
SHA
577
Seneca House Advisors
Virginia
$2.94M +$704K +13,432 +32%
GSWM
578
Greenup Street Wealth Management
Michigan
$2.92M +$1.86M +35,501 +176%
SWM
579
Sendero Wealth Management
Texas
$2.9M -$25.4K -485 -0.9%
SI
580
Stephens Inc
Arkansas
$2.9M +$471K +8,997 +19%
PA
581
Parallel Advisors
California
$2.89M +$1.2M +22,868 +71%
RIM
582
Reliant Investment Management
Tennessee
$2.89M -$112K -2,145 -4%
V
583
Veritable
Delaware
$2.88M +$575K +10,974 +25%
FAB
584
First American Bank
Illinois
$2.87M -$708K -13,521 -20%
CWM
585
Compass Wealth Management
Connecticut
$2.86M -$725K -13,838 -20%
BAM
586
Belpointe Asset Management
Nevada
$2.85M +$2.31M +44,076 +426%
KRSITF
587
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.84M -$23.4K -447 -0.8%
WAM
588
Wolverine Asset Management
Illinois
$2.83M +$2.67M +50,881 +1,571%
ASN
589
Advisory Services Network
Georgia
$2.83M +$168K +3,210 +6%
RC
590
RBF Capital
California
$2.83M
ORAM
591
One River Asset Management
Connecticut
$2.82M +$2.82M +53,743 New
RC
592
Roundview Capital
New Jersey
$2.81M +$341K +6,503 +14%
JAM
593
Jupiter Asset Management
United Kingdom
$2.8M -$3.05M -58,231 -52%
PFO
594
Pathstone Family Office
New Jersey
$2.79M -$6.63M -125,841 -70%
Vontobel Holding
595
Vontobel Holding
Switzerland
$2.78M -$95.4K -1,821 -3%
SWM
596
Salvus Wealth Management
New Jersey
$2.77M +$817K +15,596 +42%
WAC
597
William Allan Corp
Colorado
$2.76M +$203K +3,868 +8%
ECAM
598
East Coast Asset Management
Massachusetts
$2.76M +$18.2K +347 +0.7%
MA
599
Montag & Associates
Georgia
$2.75M -$435K -8,301 -14%
HI
600
Harrington Investments
California
$2.72M +$22K +420 +0.8%