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 %
GGI
626
GPM Growth Investors
Michigan
$2.51M -$3.27M -62,386 -57%
PWP
627
Principle Wealth Partners
Connecticut
$2.49M +$2.19M +41,898 +748%
BBI
628
Baxter Bros Inc
Connecticut
$2.47M +$2.27M +43,365 +1,130%
SIM
629
Sterling Investment Management
Arizona
$2.46M +$2.46M +47,014 New
ATIA
630
American Trust Investment Advisors
New Hampshire
$2.46M +$2.46M +46,965 New
MAA
631
Mraz Amerine & Associates
California
$2.46M
HF
632
HRT Financial
New York
$2.44M +$2.44M +46,584 New
NGA
633
Naples Global Advisors
Florida
$2.44M +$855K +16,328 +54%
AA
634
Ancora Advisors
Ohio
$2.44M +$854K +16,312 +54%
PA
635
PFG Advisors
Arizona
$2.44M +$48.3K +922 +2%
COI
636
Connable Office Inc
Michigan
$2.43M -$41.4K -791 -2%
FFN
637
Focus Financial Network
Minnesota
$2.42M +$2.05M +39,223 +570%
TNA
638
True North Advisors
Texas
$2.41M +$57.6K +1,100 +2%
HG
639
Herbst Group
Connecticut
$2.4M +$1.23M +23,501 +105%
CWA
640
Canvas Wealth Advisors
Kansas
$2.4M +$2.4M +46,427 New
SWA
641
SFMG Wealth Advisors
Texas
$2.4M +$2.27M +43,412 +1,787%
PWM
642
Perigon Wealth Management
California
$2.39M +$490K +9,364 +26%
AAS
643
Annex Advisory Services
Wisconsin
$2.39M -$2.78M -53,090 -54%
CC
644
Courier Capital
New York
$2.38M +$513K +9,801 +27%
CWG
645
Cornerstone Wealth Group
North Carolina
$2.38M +$2.38M +45,379 New
ANTB
646
AMG National Trust Bank
Colorado
$2.36M -$676K -12,910 -22%
AP
647
Americana Partners
Texas
$2.36M +$509K +9,718 +27%
Capital Research Global Investors
648
Capital Research Global Investors
California
$2.34M -$123M -2,356,528 -98%
CTA
649
Colonial Trust Advisors
South Carolina
$2.33M +$213K +4,070 +10%
CG
650
Cutler Group
California
$2.33M +$2.27M +43,379 +3,894%