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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 %
VM
676
Venator Management
Pennsylvania
$2.03M +$2.03M +38,765 New
WCM
677
Wunderlich Capital Managemnt
Tennessee
$2.03M +$40.7K +777 +2%
CBC
678
Coombe, Bender & Co
New York
$2.02M +$2.02M +38,529 New
MGM
679
Manchester Global Management
United Kingdom
$2.02M -$1.96M -37,400 -49%
BCM
680
Beck Capital Management
Texas
$2.01M +$2.01M +38,375 New
WG
681
Watchman Group
Texas
$1.98M -$3.72K -71 -0.2%
AAM
682
Advisors Asset Management
Colorado
$1.98M -$284K -5,416 -13%
CM
683
Capula Management
Cayman Islands
$1.97M +$1.97M +37,673 New
CIA
684
Choate Investment Advisors
Massachusetts
$1.97M +$1.43M +27,335 +265%
VVP
685
Venture Visionary Partners
Ohio
$1.97M +$1.61M +30,808 +453%
NFC
686
Northeast Financial Consultants
Connecticut
$1.97M -$3.3M -63,037 -63%
NCM
687
Next Capital Management
New York
$1.96M +$1.96M +37,466 New
VAS
688
Vestmark Advisory Solutions
Massachusetts
$1.96M +$974K +18,601 +99%
BMCM
689
Black Maple Capital Management
Wisconsin
$1.95M +$1.95M +37,300 New
MNBTD
690
Moody National Bank Trust Division
Texas
$1.95M -$2.41K -46 -0.1%
GIM
691
Grassi Investment Management
California
$1.93M +$1.76M +33,675 +1,055%
HWAM
692
Hennion & Walsh Asset Management
New Jersey
$1.92M +$162K +3,096 +9%
USCWA
693
U.S. Capital Wealth Advisors
Texas
$1.91M +$1.1M +21,069 +137%
CICI
694
Capital Investment Counsel Inc
North Carolina
$1.89M +$85.2K +1,627 +5%
SFI
695
Siemens Fonds Invest
Germany
$1.88M -$8.96K -171 -0.5%
CG
696
Colony Group
Massachusetts
$1.88M +$460K +8,776 +32%
MCM
697
MAI Capital Management
Ohio
$1.86M -$10.4K -198 -0.6%
BSW
698
Buckingham Strategic Wealth
Missouri
$1.86M
CAL
699
Capital Analysts LLC
Pennsylvania
$1.86M +$1.85M +35,307 +28,705%
CLOS
700
Compagnie Lombard Odier SCmA
Switzerland
$1.85M +$21K +400 +1%