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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 %
3IP
701
3Chopt Investment Partners
Virginia
$1.85M +$170K +3,240 +10%
SWP
702
Stratos Wealth Partners
Ohio
$1.85M +$244K +4,650 +15%
SC
703
Sepio Capital
Utah
$1.84M +$1.84M +35,182 New
SIA
704
SkyView Investment Advisors
New Jersey
$1.84M +$607K +11,591 +49%
JIC
705
Johnson Investment Counsel
Ohio
$1.84M +$212K +4,047 +13%
FDS
706
First Dallas Securities
Texas
$1.83M +$1.49M +28,450 +441%
N
707
Natixis
France
$1.82M +$1.82M +34,722 New
BBA
708
Baader Bank Aktiengesellschaft
Germany
$1.82M +$137K +2,669 +8%
USAA
709
United Services Automobile Association
Texas
$1.81M -$1.16M -22,064 -39%
LW
710
Linscomb Wealth
Texas
$1.81M -$120K -2,297 -6%
WCBA
711
Weaver C. Barksdale & Associates
Tennessee
$1.8M +$374K +7,140 +26%
VI
712
Vestcor Inc
New Brunswick, Canada
$1.8M -$7.12K -136 -0.4%
VIM
713
VELA Investment Management
Ohio
$1.8M -$1.11M -21,260 -38%
CG
714
Caprock Group
Idaho
$1.79M +$1.79M +34,091 New
OFG
715
OTA Financial Group
New York
$1.78M +$1.78M +34,032 New
VFA
716
Voya Financial Advisors
Connecticut
$1.77M +$295K +5,623 +20%
FI
717
Fosun International
China
$1.76M -$365K -6,960 -17%
CTC
718
Central Trust Company
Missouri
$1.75M -$380K -7,257 -18%
MOS
719
MGO One Seven
Ohio
$1.75M +$684K +13,061 +64%
AIC
720
Aurora Investment Counsel
Georgia
$1.74M +$361K +6,900 +26%
RSVP
721
Ramsay Stattman Vela & Price
Colorado
$1.74M +$145K +2,775 +9%
RSC
722
Red Spruce Capital
Pennsylvania
$1.73M -$21.8K -416 -1%
TRCT
723
Tower Research Capital (TRC)
New York
$1.73M +$126K +2,398 +8%
WJWM
724
Williams Jones Wealth Management
New York
$1.72M -$209K -3,987 -11%
MWM
725
Marietta Wealth Management
Georgia
$1.71M +$1.71M +32,621 New