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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 %
AC
726
Annandale Capital
Texas
$1.96M +$198K +3,500 +11%
GF
727
Gabelli Funds
New York
$1.96M -$15.8M -277,960 -89%
FA
728
FDx Advisors
Illinois
$1.95M +$966K +17,033 +98%
VI
729
Vestcor Inc
New Brunswick, Canada
$1.94M -$3.68K -65 -0.2%
LW
730
Linscomb Wealth
Texas
$1.94M -$13.2K -232 -0.7%
LIA
731
LS Investment Advisors
Michigan
$1.94M +$160K +2,827 +9%
IA
732
IFG Advisory
Georgia
$1.94M +$1.67M +29,382 +617%
AIMCA
733
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.92M -$6.52M -114,949 -77%
LFRG
734
Lazard Frères Gestion
France
$1.92M -$43.7K -771 -2%
CA
735
CoreCap Advisors
Michigan
$1.91M +$1.91M +33,777 New
GCWM
736
Graham Capital Wealth Management
District of Columbia
$1.9M +$1.9M +33,596 New
CWM
737
Cabot Wealth Management
Massachusetts
$1.9M +$802K +14,150 +73%
FI
738
Fosun International
China
$1.9M
CTC
739
Central Trust Company
Missouri
$1.89M -$3.8K -67 -0.2%
RSVP
740
Ramsay Stattman Vela & Price
Colorado
$1.87M -$7.65K -135 -0.4%
SAM
741
Silvercrest Asset Management
New York
$1.86M +$542K +9,554 +41%
BBA
742
Baader Bank Aktiengesellschaft
Germany
$1.86M -$134K -2,375 -7%
MOS
743
MGO One Seven
Ohio
$1.84M -$47.4K -837 -3%
RCA
744
Resonant Capital Advisors
Wisconsin
$1.84M +$42.6K +752 +2%
BFA
745
Buttonwood Financial Advisors
Maryland
$1.83M +$1.41M +24,821 +329%
WCBA
746
Weaver C. Barksdale & Associates
Tennessee
$1.83M -$122K -2,152 -6%
AWM
747
Avitas Wealth Management
California
$1.83M -$4.48K -79 -0.2%
CIC
748
Cornercap Investment Counsel
Georgia
$1.8M +$424K +7,478 +31%
AAM
749
Advisors Asset Management
Colorado
$1.8M -$348K -6,133 -16%
CT
750
Colonial Trust
South Carolina
$1.79M +$251K +4,430 +16%