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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 %
GCP
626
Gill Capital Partners
Colorado
$2.82M
HWM
627
Hohimer Wealth Management
Washington
$2.79M -$85.7K -1,512 -3%
DILIC
628
Dai-ichi Life Insurance Company
Japan
$2.78M -$1.02M -18,000 -27%
MCC
629
Malaga Cove Capital
California
$2.78M +$17.7K +312 +0.6%
SF
630
Synovus Financial
Georgia
$2.77M +$1.65M +29,168 +148%
HIP
631
HUB Investment Partners
Texas
$2.76M +$469K +8,267 +20%
SCA
632
Stonebridge Capital Advisors
Minnesota
$2.75M -$94K -1,659 -3%
PA
633
PFG Advisors
Arizona
$2.75M +$115K +2,029 +4%
SCM
634
SOL Capital Management
Maryland
$2.75M +$375K +6,623 +16%
TCPG
635
Trivant Custom Portfolio Group
California
$2.74M +$384K +6,771 +16%
API
636
Advisor Partners II
California
$2.74M +$1.04M +18,438 +62%
GGI
637
GPM Growth Investors
Michigan
$2.7M -$11.7K -207 -0.4%
ATIA
638
American Trust Investment Advisors
New Hampshire
$2.7M +$38.3K +675 +1%
V
639
Veritable
Delaware
$2.7M -$412K -7,262 -13%
CWA
640
Canvas Wealth Advisors
Kansas
$2.66M -$426K -6,396 -14%
BFG
641
Bleakley Financial Group
New Jersey
$2.66M +$1.3M +22,953 +96%
SIM
642
Sterling Investment Management
Arizona
$2.66M -$4.93K -87 -0.2%
MAA
643
Mraz Amerine & Associates
California
$2.66M
NMIMC
644
Northwestern Mutual Investment Management Company
Wisconsin
$2.66M -$60.6K -1,070 -2%
BBI
645
Baxter Bros Inc
Connecticut
$2.65M -$24.4K -431 -0.9%
CTA
646
Colonial Trust Advisors
South Carolina
$2.65M +$127K +2,244 +5%
SWP
647
Stratos Wealth Partners
Ohio
$2.65M +$646K +11,396 +32%
Walleye Trading
648
Walleye Trading
New York
$2.64M +$2.64M +46,632 New
COI
649
Connable Office Inc
Michigan
$2.63M +$4.19K +74 +0.2%
SS
650
Simplicity Solutions
Minnesota
$2.63M +$1.26M +22,308 +93%