SCHW icon

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 %
MIC
651
Means Investment Company
Maine
$2.62M +$1.09M +19,145 +71%
SW
652
SteelPeak Wealth
California
$2.61M +$1.98M +34,850 +309%
HG
653
Herbst Group
Connecticut
$2.61M +$11.3K +199 +0.4%
SAA
654
Southeast Asset Advisors
Georgia
$2.61M +$1.13M +19,966 +77%
CRM
655
Cramer Rosenthal McGlynn
Connecticut
$2.59M -$123K -2,168 -5%
GIM
656
Grassi Investment Management
California
$2.58M +$494K +8,725 +24%
CC
657
Courier Capital
New York
$2.56M -$20.9K -368 -0.8%
HCA
658
Horan Capital Advisors
Ohio
$2.55M +$2.55M +45,067 New
VFA
659
Valeo Financial Advisors
Indiana
$2.55M +$326K +5,757 +15%
EF
660
Empirical Finance
Pennsylvania
$2.54M +$276K +4,875 +12%
Capital Research Global Investors
661
Capital Research Global Investors
California
$2.54M
HA
662
Harfst & Associates
Wyoming
$2.53M +$727K +12,820 +40%
PI
663
Pettee Investors
Connecticut
$2.52M +$25.5K +450 +1%
SSP
664
Sixth Street Partners
Texas
$2.49M +$2.49M +44,000 New
IMRF
665
Illinois Municipal Retirement Fund
Illinois
$2.49M
Group One Trading
666
Group One Trading
Illinois
$2.48M -$2.76M -48,631 -53%
WB
667
Webster Bank
Connecticut
$2.46M -$21K -370 -0.8%
MFAM
668
Motley Fool Asset Management
Virginia
$2.46M +$153K +2,703 +7%
WSFS
669
Wilmington Savings Fund Society
Delaware
$2.46M -$60.6K -1,069 -2%
SPIA
670
Steward Partners Investment Advisory
New York
$2.46M -$5.15M -90,875 -68%
BRWA
671
B. Riley Wealth Advisors
Florida
$2.45M -$250K -4,697 -9%
BCM
672
Brasada Capital Management
Texas
$2.45M -$3.61M -63,723 -60%
VIM
673
Vinva Investment Management
Australia
$2.44M -$350K -6,120 -13%
PHIC
674
Pine Haven Investment Counsel
Massachusetts
$2.42M -$30.3K -535 -1%
BCM
675
Birch Capital Management
Texas
$2.4M +$1.84M +32,437 +326%