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Charles Schwab
SCHW

Overview Fund Activity

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

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$437M
2
Harris Associates
Harris Associates
Illinois
+$374M
3
Artisan Partners
Artisan Partners
Wisconsin
+$294M
4
Lazard Asset Management
Lazard Asset Management
New York
+$232M
5
Jane Street
Jane Street
New York
+$226M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$734M
2
BlackRock
BlackRock
New York
-$549M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$534M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$531M
5
Parnassus Investments
Parnassus Investments
California
-$461M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
676
Nelson Capital Management
California
$2.4M -$110K -1,939 -4%
Los Angeles Capital Management
677
Los Angeles Capital Management
California
$2.39M +$1.89M +33,305 +375%
SWM
678
Sculati Wealth Management
Michigan
$2.39M +$7.09K +125 +0.3%
GT
679
Glenview Trust
Kentucky
$2.38M +$893K +15,761 +60%
WG
680
Winton Group
United Kingdom
$2.38M +$1.72M +30,369 +262%
CCG
681
Chatham Capital Group
Georgia
$2.37M -$141K -2,487 -6%
First Trust Advisors
682
First Trust Advisors
Illinois
$2.36M -$3.56M -62,856 -60%
RSC
683
Red Spruce Capital
Pennsylvania
$2.36M +$489K +8,635 +26%
AG
684
Ascent Group
Virginia
$2.31M +$603K +9,199 +35%
AWM
685
Apollon Wealth Management
South Carolina
$2.31M +$459K +8,097 +25%
IG
686
ING Group
Netherlands
$2.29M +$1.77M +31,253 +341%
MYLI
687
Meiji Yasuda Life Insurance
Japan
$2.29M -$509K -8,975 -18%
PIWA
688
Prevail Innovative Wealth Advisors
Kansas
$2.28M +$2.28M +40,144 New
CIA
689
Choate Investment Advisors
Massachusetts
$2.27M +$134K +2,361 +6%
AFM
690
Anson Funds Management
Texas
$2.27M +$2.27M +40,000 New
CBC
691
Coombe, Bender & Co
New York
$2.26M +$74.7K +1,318 +3%
VFA
692
Voya Financial Advisors
Connecticut
$2.25M +$327K +5,725 +17%
GCGDR
693
Genoa Capital Gestora de Recursos
$2.25M +$2.25M +39,699 New
CG
694
Colony Group
Massachusetts
$2.25M +$216K +3,818 +11%
AA
695
Ancora Advisors
Ohio
$2.25M -$393K -6,942 -15%
CG
696
Caprock Group
Idaho
$2.24M +$308K +5,430 +16%
LHC
697
Little House Capital
Massachusetts
$2.23M +$1.38M +24,346 +163%
CWMU
698
Caliber Wealth Management (Utah)
Utah
$2.2M +$1.7M +30,026 +339%
CBB
699
Citizens Business Bank
California
$2.2M +$2.2M +38,858 New
WCM
700
Wunderlich Capital Managemnt
Tennessee
$2.2M +$9.75K +172 +0.4%
26 27
28
29 30