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Charles Schwab

1,726 hedge funds and large institutions have $80.4B invested in Charles Schwab in 2023 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 742 increasing their positions, 629 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,726
Holders Change
-37
Holders Change %
-2.1%
% of All Funds
27.52%
Holding in Top 10
57
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.93%
% of All Funds
0.91%
New
144
Increased
742
Reduced
629
Closed
157
Calls
$1.71B
Puts
$1.86B
Net Calls
-$151M
Net Calls Change
+$96.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
726
Capital Analysts LLC
Pennsylvania
$2.04M +$75K +1,366 +4%
WAM
727
Wolverine Asset Management
Illinois
$2.04M +$1.67M +30,392 +451%
CICI
728
Capital Investment Counsel Inc
North Carolina
$2.03M
KWM
729
Kingsview Wealth Management
Oregon
$2.02M +$1.26M +22,922 +166%
VIM
730
VELA Investment Management
Ohio
$2.01M +$96.6K +1,760 +5%
FPGT
731
Financial Partners Group (Tennessee)
Tennessee
$1.99M -$81.4K -1,482 -4%
SAM
732
Silvercrest Asset Management
New York
$1.98M +$173K +3,144 +10%
GBA
733
Garrison Bradford & Associates
New York
$1.98M +$477K +8,698 +32%
BS
734
Banco Santander
Spain
$1.96M +$1.75M +31,790 +804%
CBT
735
Central Bank & Trust
Kentucky
$1.96M +$227K +4,137 +13%
OLA
736
Oliver Luxxe Assets
New Jersey
$1.95M +$1.95M +35,599 New
NFC
737
Northeast Financial Consultants
Connecticut
$1.94M
CNBT
738
Canandaigua National Bank & Trust
New York
$1.93M +$293K +5,341 +18%
CWM
739
Cabot Wealth Management
Massachusetts
$1.93M +$80.4K +1,465 +4%
CLOS
740
Compagnie Lombard Odier SCmA
Switzerland
$1.92M -$22K -400 -1%
GCWM
741
Graham Capital Wealth Management
District of Columbia
$1.9M
LW
742
Linscomb Wealth
Texas
$1.9M +$18.7K +340 +1%
USCWA
743
U.S. Capital Wealth Advisors
Texas
$1.9M -$229K -4,173 -11%
FFG
744
Frisch Financial Group
New York
$1.88M +$399K +7,266 +27%
BFA
745
Buttonwood Financial Advisors
Maryland
$1.87M +$96.8K +1,763 +5%
FI
746
Fosun International
China
$1.87M +$30.2K +550 +2%
CTC
747
Central Trust Company
Missouri
$1.86M +$36.9K +673 +2%
AIMCA
748
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.86M
LFRG
749
Lazard Frères Gestion
France
$1.86M
IIM
750
INTECH Investment Management
Florida
$1.85M -$2.11M -38,393 -53%