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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 %
USCWA
701
U.S. Capital Wealth Advisors
Texas
$2.2M +$129K +2,281 +6%
VVP
702
Venture Visionary Partners
Ohio
$2.16M +$32.7K +577 +2%
MNBTD
703
Moody National Bank Trust Division
Texas
$2.16M +$53.6K +945 +3%
3IP
704
3Chopt Investment Partners
Virginia
$2.15M +$146K +2,573 +7%
TAM
705
Titleist Asset Management
Texas
$2.14M +$405K +7,148 +23%
FPGT
706
Financial Partners Group (Tennessee)
Tennessee
$2.14M +$973K +17,162 +83%
TRCT
707
Tower Research Capital (TRC)
New York
$2.14M +$266K +4,695 +14%
CP
708
CenterBook Partners
Connecticut
$2.13M -$797K -14,065 -27%
WG
709
Watchman Group
Texas
$2.13M -$18.9K -333 -0.9%
AIC
710
Aurora Investment Counsel
Georgia
$2.12M +$236K +4,160 +13%
CICI
711
Capital Investment Counsel Inc
North Carolina
$2.1M +$50.7K +894 +2%
CA
712
Clearstead Advisors
Ohio
$2.09M +$1.39M +24,447 +196%
AMM
713
American Money Management
California
$2.05M +$1.72M +30,428 +528%
SFI
714
Siemens Fonds Invest
Germany
$2.05M +$23.9K +423 +1%
MCM
715
MAI Capital Management
Ohio
$2.05M +$35.5K +626 +2%
CAL
716
Capital Analysts LLC
Pennsylvania
$2.03M +$20.3K +358 +1%
FDS
717
First Dallas Securities
Texas
$2.02M +$43K +759 +2%
PA
718
Procyon Advisors
Connecticut
$2.01M +$764K +13,487 +61%
CLOS
719
Compagnie Lombard Odier SCmA
Switzerland
$2.01M
PFA
720
Peak Financial Advisors
Colorado
$2M +$2M +35,359 New
XWM
721
Xcel Wealth Management
Florida
$2M +$1.24M +21,845 +162%
NFC
722
Northeast Financial Consultants
Connecticut
$2M -$125K -2,200 -6%
OSAM
723
O'Shaughnessy Asset Management
Connecticut
$1.98M +$564K +9,952 +40%
USAA
724
United Services Automobile Association
Texas
$1.97M +$9.81K +173 +0.5%
VIM
725
VELA Investment Management
Ohio
$1.97M +$26.4K +465 +1%