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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 %
MIC
776
Means Investment Company
Maine
$1.42M +$1.42M +27,131 New
FFG
777
Frisch Financial Group
New York
$1.42M +$20.3K +387 +1%
CM
778
Caption Management
Oklahoma
$1.41M +$1.41M +27,000 New
MCA
779
Martin Capital Advisors
Texas
$1.41M -$47.1K -900 -3%
CAMG
780
CWA Asset Management Group
Florida
$1.41M +$17.2K +328 +1%
CIA
781
Cascade Investment Advisors
Oregon
$1.41M +$404K +7,715 +40%
Acadian Asset Management
782
Acadian Asset Management
Massachusetts
$1.4M +$141K +2,701 +11%
AFA
783
AllGen Financial Advisors
Florida
$1.39M +$327K +6,239 +31%
QCM
784
Quantinno Capital Management
New York
$1.38M -$709K -13,543 -34%
GT
785
Glenview Trust
Kentucky
$1.38M +$789K +15,071 +134%
LJAC
786
L.J. Altfest & Co
New York
$1.37M +$980K +18,715 +251%
AG
787
Ascent Group
Virginia
$1.37M +$686K +13,088 +100%
SAA
788
Southeast Asset Advisors
Georgia
$1.36M +$1.36M +26,042 New
CWM
789
Chemistry Wealth Management
New York
$1.36M +$141K +2,695 +12%
AL
790
Aspiriant LLC
California
$1.36M +$6.02K +115 +0.4%
PAM
791
Palisade Asset Management
Minnesota
$1.36M +$6.55K +125 +0.5%
AIM
792
Achmea Investment Management
Netherlands
$1.36M -$1.36M -26,059 -50%
RJT
793
Raymond James Trust
Florida
$1.35M -$156K -2,977 -10%
BCM
794
Buckhead Capital Management
Georgia
$1.35M +$1.35M +25,831 New
ABC
795
Associated Banc-Corp
Wisconsin
$1.35M -$36.3K -693 -3%
BBHC
796
Brown Brothers Harriman & Co
New York
$1.35M -$58.7K -1,121 -4%
DCM
797
Difesa Capital Management
New York
$1.35M -$7.86K -150 -0.6%
WEG
798
World Equity Group
Illinois
$1.35M +$590K +12,108 +78%
MGIM
799
M&G Investment Management
United Kingdom
$1.34M -$16.6M -320,075 -93%
KA
800
Kintegral Advisory
New York
$1.34M -$72.1K -1,377 -5%