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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 %
SSWM
751
Sheets Smith Wealth Management
North Carolina
$1.57M +$178K +3,389 +13%
UCFA
752
United Capital Financial Advisors
Texas
$1.57M +$835K +15,949 +114%
API
753
Advisor Partners II
California
$1.57M -$775K -14,800 -33%
PFT
754
Providence First Trust
Arizona
$1.54M +$1.54M +29,425 New
CF
755
Centaurus Financial
California
$1.54M +$1.54M +29,413 New
LFRG
756
Lazard Frères Gestion
France
$1.54M -$181K -4,074 -11%
QOP
757
Quinn Opportunity Partners
Virginia
$1.53M -$498K -9,500 -25%
1WA
758
180 Wealth Advisors
Washington
$1.52M +$367 +7 +0%
WOC
759
West Oak Capital
California
$1.51M -$65.5K -1,250 -4%
DIM
760
Delta Investment Management
California
$1.5M +$1.5M +28,715 New
CAI
761
Capital Advisors Inc
Oklahoma
$1.49M +$57.1K +1,090 +4%
TMAM
762
Tokio Marine Asset Management
Japan
$1.49M +$186K +3,557 +14%
BF
763
BOK Financial
Oklahoma
$1.48M -$1.69M -32,265 -53%
GIP
764
Granite Investment Partners
California
$1.48M -$433K -8,270 -23%
GT
765
Greenleaf Trust
Michigan
$1.47M -$53.8K -1,028 -4%
HCCM
766
Hudson Canyon Capital Management
New York
$1.47M +$71.1K +1,358 +5%
RCM
767
Riverpark Capital Management
New York
$1.46M
JFGIW
768
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.45M +$1.29M +24,554 +763%
OIA
769
OneDigital Investment Advisors
Kansas
$1.45M +$1.12M +21,321 +332%
HHAA
770
Henry H. Armstrong Associates
Pennsylvania
$1.45M
FA
771
FDx Advisors
Illinois
$1.44M
CCA
772
Covey Capital Advisors
Georgia
$1.44M -$1.01M -19,189 -41%
PWP
773
Private Wealth Partners
California
$1.43M -$90.7K -1,732 -6%
GAMC
774
Garner Asset Management Corp
Texas
$1.43M +$34.1K +652 +2%
CT
775
Colonial Trust
South Carolina
$1.42M +$43.6K +832 +3%