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Charles Schwab

1,726 hedge funds and large institutions have $80.4B invested in Charles Schwab in 2023 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 742 increasing their positions, 629 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,726
Holders Change
-37
Holders Change %
-2.1%
% of All Funds
27.52%
Holding in Top 10
57
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.93%
% of All Funds
0.91%
New
144
Increased
742
Reduced
629
Closed
157
Calls
$1.71B
Puts
$1.86B
Net Calls
-$151M
Net Calls Change
+$96.5M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
626
Harrington Investments
California
$2.91M +$37.9K +690 +1%
HZ
627
Hixon Zuercher
Ohio
$2.9M +$48.1K +876 +2%
KRSITF
628
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.87M -$55K -1,002 -2%
JC
629
JB Capital
Connecticut
$2.87M -$927K -16,882 -24%
ECAM
630
East Coast Asset Management
Massachusetts
$2.87M -$4.34K -79 -0.2%
LHC
631
Little House Capital
Massachusetts
$2.84M +$685K +12,479 +32%
Vontobel Holding
632
Vontobel Holding
Switzerland
$2.83M -$1.21K -22 -0%
PWP
633
Principle Wealth Partners
Connecticut
$2.83M +$8.02K +146 +0.3%
BCMO
634
Buckingham Capital Management (Ohio)
Ohio
$2.81M -$150K -2,738 -5%
CTA
635
Colonial Trust Advisors
South Carolina
$2.79M +$223K +4,066 +9%
MCC
636
Malaga Cove Capital
California
$2.78M +$95.4K +1,737 +4%
CWM
637
Compass Wealth Management
Connecticut
$2.76M -$212K -3,860 -7%
EF
638
Empirical Finance
Pennsylvania
$2.75M +$288K +5,245 +12%
LFCM
639
Long Focus Capital Management
Puerto Rico
$2.75M +$1.37M +25,000 +100%
WAC
640
William Allan Corp
Colorado
$2.74M -$135K -2,454 -5%
ATIA
641
American Trust Investment Advisors
New Hampshire
$2.73M +$116K +2,104 +4%
GCP
642
Gill Capital Partners
Colorado
$2.73M +$1.04K +19 +0%
FAB
643
First American Bank
Illinois
$2.72M -$87.7K -1,597 -3%
SCM
644
SOL Capital Management
Maryland
$2.71M +$43.9K +800 +2%
PA
645
Parallel Advisors
California
$2.68M -$467K -8,511 -15%
IA
646
IFP Advisors
Florida
$2.67M +$1.14M +20,745 +74%
HWM
647
Hohimer Wealth Management
Washington
$2.66M -$38.8K -706 -1%
MWM
648
Marietta Wealth Management
Georgia
$2.65M -$188K -3,425 -7%
SIAP
649
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.64M +$2.64M +48,000 New
BBHC
650
Brown Brothers Harriman & Co
New York
$2.63M +$1.61M +29,263 +157%