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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 %
MA
601
Montag & Associates
Georgia
$3.02M +$49.8K +879 +2%
PFO
602
Pathstone Family Office
New Jersey
$3.01M +$151K +2,785 +5%
SCP
603
Stamos Capital Partners
California
$3.01M +$3.01M +53,040 New
AssetMark Inc
604
AssetMark Inc
California
$3.01M +$640K +11,289 +27%
WWM
605
WT Wealth Management
Arizona
$2.99M +$1.97M +34,795 +194%
AT
606
American Trust
Kentucky
$2.98M +$60.1K +1,061 +2%
SC
607
Scotia Capital
Ontario, Canada
$2.97M +$172K +3,030 +6%
WAC
608
William Allan Corp
Colorado
$2.97M -$20.4K -360 -0.7%
ECAM
609
East Coast Asset Management
Massachusetts
$2.97M -$17.9K -315 -0.6%
HI
610
Harrington Investments
California
$2.96M +$15.8K +278 +0.5%
IPAM
611
ICICI Prudential Asset Management
India
$2.96M +$2.96M +52,200 New
IRAG
612
Investment Research & Advisory Group
Georgia
$2.95M +$44K +776 +2%
HZ
613
Hixon Zuercher
Ohio
$2.95M +$2.95M +51,976 New
MWM
614
Marietta Wealth Management
Georgia
$2.93M +$1.09M +19,152 +59%
Vontobel Holding
615
Vontobel Holding
Switzerland
$2.93M -$76.4K -1,348 -3%
PWP
616
Principle Wealth Partners
Connecticut
$2.92M +$225K +3,966 +8%
YIH
617
Y-Intercept (HK)
Hong Kong
$2.9M -$414K -7,297 -12%
FAB
618
First American Bank
Illinois
$2.89M -$213K -3,752 -7%
MFG
619
Merit Financial Group
Georgia
$2.88M +$423K +7,466 +17%
WANY
620
Wealthspire Advisors (New York)
New York
$2.88M +$5.39K +95 +0.2%
SFM
621
Signet Financial Management
New Jersey
$2.85M +$10.8K +191 +0.4%
BCM
622
BlueMar Capital Management
Florida
$2.84M -$1.55M -27,430 -35%
SWA
623
SFMG Wealth Advisors
Texas
$2.82M +$226K +3,994 +9%
SLWA
624
San Luis Wealth Advisors
California
$2.82M +$2.82M +49,985 New
GIA
625
Gladstone Institutional Advisory
Florida
$2.82M +$1.86M +32,890 +195%