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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 %
AWM
726
Apollon Wealth Management
South Carolina
$1.71M +$974K +18,600 +133%
PL
727
Parkwood LLC
Ohio
$1.7M +$158K +3,018 +10%
WIS
728
Wright Investors Service
Connecticut
$1.7M +$218K +4,163 +15%
AWM
729
Avitas Wealth Management
California
$1.69M +$309K +5,891 +22%
IAS
730
Investment Advisory Services
Texas
$1.69M -$4.57K -88 -0.3%
OMC
731
Old Mission Capital
Illinois
$1.69M +$1.69M +32,252 New
ATPW
732
Ashton Thomas Private Wealth
Arizona
$1.68M +$1.19M +22,685 +241%
KJHP
733
K.J. Harrison & Partners
Ontario, Canada
$1.68M +$524K +10,000 +45%
CP
734
Cumberland Partners
Ontario, Canada
$1.68M -$1.63M -31,025 -49%
HA
735
Harfst & Associates
Wyoming
$1.67M -$3.67K -70 -0.2%
RCA
736
Resonant Capital Advisors
Wisconsin
$1.66M +$1.66M +31,727 New
LIA
737
LS Investment Advisors
Michigan
$1.64M +$1.34M +25,642 +446%
GAM
738
Gotham Asset Management
New York
$1.64M -$1M -19,111 -38%
AC
739
Annandale Capital
Texas
$1.63M +$786K +15,000 +93%
HNB
740
Huntington National Bank
Ohio
$1.62M +$403K +7,699 +33%
LAI
741
Legal Advantage Investments
California
$1.61M +$1.61M +30,700 New
TAM
742
Titleist Asset Management
Texas
$1.61M +$1.61M +30,648 New
CC
743
Centiva Capital
New York
$1.6M +$1.6M +30,626 New
CFO
744
Callan Family Office
Pennsylvania
$1.6M +$1.41M +26,896 +725%
ONB
745
Old National Bancorp
Indiana
$1.59M -$162K -3,100 -9%
NERM
746
New England Research & Management
Illinois
$1.59M +$1.59M +30,305 New
BC
747
Bartlett & Co
Ohio
$1.58M -$39.5K -755 -2%
BCWM
748
Bartlett & Co Wealth Management
Ohio
$1.58M -$39.5K -755 -2%
CBT
749
Central Bank & Trust
Kentucky
$1.57M +$42.4K +809 +3%
CAM
750
Crown Advisors Management
California
$1.57M +$1.57M +30,000 New