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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 %
DTL
601
Dynamic Technology Lab
Singapore
$2.72M +$2.72M +51,945 New
AT
602
American Trust
Kentucky
$2.7M +$432K +8,240 +19%
CP
603
CenterBook Partners
Connecticut
$2.7M +$1.48M +28,172 +120%
BIM
604
Bridgecreek Investment Management
Oklahoma
$2.7M -$111K -2,125 -4%
DA
605
Duality Advisers
Florida
$2.69M +$2.69M +51,286 New
IRAG
606
Investment Research & Advisory Group
Georgia
$2.69M -$3.61K -69 -0.1%
WANY
607
Wealthspire Advisors (New York)
New York
$2.66M -$52.7K -1,007 -2%
HWM
608
Hohimer Wealth Management
Washington
$2.66M -$116K -2,206 -4%
BHPW
609
Beverly Hills Private Wealth
California
$2.65M +$1.34M +25,672 +103%
SCA
610
Stonebridge Capital Advisors
Minnesota
$2.63M +$9.01K +172 +0.3%
E
611
Ergoteles
New York
$2.63M +$2.63M +50,194 New
SFM
612
Signet Financial Management
New Jersey
$2.62M +$38K +725 +1%
GCP
613
Gill Capital Partners
Colorado
$2.6M
SC
614
Scotia Capital
Ontario, Canada
$2.59M +$340K +6,485 +15%
MYLI
615
Meiji Yasuda Life Insurance
Japan
$2.59M -$717K -13,695 -22%
Lido Advisors
616
Lido Advisors
California
$2.58M +$1.8M +34,339 +230%
NIC
617
Northwest Investment Counselors
Oregon
$2.58M +$68.5K +1,307 +3%
VIM
618
Vinva Investment Management
Australia
$2.57M +$2.57M +48,899 New
IVP
619
Intrinsic Value Partners
Arizona
$2.55M +$4.19K +80 +0.2%
MCC
620
Malaga Cove Capital
California
$2.55M +$280K +5,344 +12%
IUHSA
621
Itau Unibanco Holding S.A.
Brazil
$2.55M +$1.79M +34,114 +235%
B
622
Bailard
California
$2.52M -$408K -7,785 -14%
BRWA
623
B. Riley Wealth Advisors
Florida
$2.52M -$632K -12,787 -20%
NMIMC
624
Northwestern Mutual Investment Management Company
Wisconsin
$2.51M +$7.33K +140 +0.3%
CRM
625
Cramer Rosenthal McGlynn
Connecticut
$2.51M -$5.92M -113,055 -70%