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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 %
FG
576
Fiduciary Group
Georgia
$3.44M +$59.9K +1,057 +2%
BIM
577
Bridgecreek Investment Management
Oklahoma
$3.43M +$510K +9,000 +17%
SWM
578
Salvus Wealth Management
New Jersey
$3.38M +$385K +6,794 +13%
GI
579
GAMCO Investors
Connecticut
$3.37M -$2.92M -51,525 -46%
PAI
580
Pittenger & Anderson Inc
Nebraska
$3.36M +$2.89M +50,947 +616%
NGA
581
Naples Global Advisors
Florida
$3.31M +$669K +11,811 +25%
FIA
582
Foundations Investment Advisors
Arizona
$3.29M +$1.07M +18,796 +48%
AP
583
Americana Partners
Texas
$3.26M +$699K +12,339 +27%
PA
584
Parallel Advisors
California
$3.24M +$120K +2,113 +4%
LAI
585
Legal Advantage Investments
California
$3.24M +$1.5M +26,400 +86%
SI
586
Stephens Inc
Arkansas
$3.23M +$97K +1,712 +3%
GI
587
GS Investments
Minnesota
$3.23M -$8.5K -150 -0.3%
IVP
588
Intrinsic Value Partners
Arizona
$3.19M +$432K +7,630 +16%
Nomura Holdings
589
Nomura Holdings
Japan
$3.18M +$2.74M +48,392 +624%
DCM
590
Delta Capital Management
New Jersey
$3.16M -$19.8K -350 -0.6%
GIM
591
Goelzer Investment Management
Indiana
$3.15M -$95.1K -1,678 -3%
IAA
592
Independent Advisor Alliance
North Carolina
$3.13M +$2.41M +42,535 +334%
SLG
593
Stanley-Laman Group
Pennsylvania
$3.13M -$55.4K -978 -2%
PC
594
Permanens Capital
New York
$3.1M -$300K -5,297 -9%
NIC
595
Northwest Investment Counselors
Oregon
$3.09M +$304K +5,358 +11%
CWM
596
Compass Wealth Management
Connecticut
$3.06M -$29K -511 -0.9%
CA
597
Cullinan Associates
Kentucky
$3.06M -$1.67M -29,500 -35%
BCMO
598
Buckingham Capital Management (Ohio)
Ohio
$3.05M +$837K +14,774 +38%
AIM
599
Achmea Investment Management
Netherlands
$3.05M +$1.58M +27,939 +108%
KRSITF
600
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.02M -$52.6K -928 -2%