SCHW icon

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 %
MCM
751
MAI Capital Management
Ohio
$1.85M -$140K -2,543 -7%
IA
752
IFG Advisory
Georgia
$1.85M -$28.6K -521 -2%
TMAM
753
Tokio Marine Asset Management
Japan
$1.84M +$165K +3,001 +10%
FNBOO
754
First National Bank of Omaha
Nebraska
$1.84M -$2.49M -45,282 -57%
LIA
755
LS Investment Advisors
Michigan
$1.84M -$40.5K -738 -2%
PA
756
Procyon Advisors
Connecticut
$1.82M -$132K -2,412 -7%
GT
757
Greenleaf Trust
Michigan
$1.79M +$283K +5,153 +19%
VI
758
Vestcor Inc
New Brunswick, Canada
$1.79M -$93.9K -1,711 -5%
RCA
759
Resonant Capital Advisors
Wisconsin
$1.79M +$5.16K +94 +0.3%
CT
760
Colonial Trust
South Carolina
$1.78M +$46.8K +853 +3%
TCM
761
Teza Capital Management
Illinois
$1.78M +$1.78M +32,467 New
DCM
762
Davidson Capital Management
Texas
$1.78M +$209K +3,813 +13%
CWA
763
Canvas Wealth Advisors
Kansas
$1.77M -$265K -5,206 -13%
STA
764
Summit Trail Advisors
New York
$1.77M +$105K +1,904 +6%
1WA
765
180 Wealth Advisors
Washington
$1.77M +$101K +1,843 +6%
ICG
766
InterOcean Capital Group
Tennessee
$1.77M +$1.19M +21,611 +205%
HNB
767
Huntington National Bank
Ohio
$1.76M +$32.4K +591 +2%
CAMG
768
CWA Asset Management Group
Florida
$1.75M +$64K +1,165 +4%
XWM
769
Xcel Wealth Management
Florida
$1.74M -$201K -3,660 -10%
ATPW
770
Ashton Thomas Private Wealth
Arizona
$1.73M +$104K +1,894 +6%
CP
771
CenterBook Partners
Connecticut
$1.73M -$331K -6,032 -16%
JIC
772
Johnson Investment Counsel
Ohio
$1.72M +$31.8K +580 +2%
CIA
773
Cascade Investment Advisors
Oregon
$1.71M -$16.4K -298 -0.9%
CSC
774
Cove Street Capital
California
$1.7M +$642K +12,400 +60%
ADIM
775
Alpha DNA Investment Management
Maryland
$1.69M +$384K +6,991 +29%