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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 %
WOC
776
West Oak Capital
California
$1.63M +$5.67K +100 +0.3%
NAM
777
NorthCrest Asset Manangement
Minnesota
$1.63M +$477K +8,417 +41%
CPIG
778
Chicago Partners Investment Group
Illinois
$1.62M -$9.28K -142 -0.6%
DCM
779
Davidson Capital Management
Texas
$1.62M +$534K +9,418 +49%
CAI
780
Capital Advisors Inc
Oklahoma
$1.62M +$9.18K +162 +0.6%
MJB
781
Mark J. Bradley
$1.61M +$1.61M +28,340 New
PFT
782
Providence First Trust
Arizona
$1.6M -$64.8K -1,143 -4%
ACS
783
Archford Capital Strategies
Illinois
$1.59M +$74K +1,112 +5%
IA
784
IFP Advisors
Florida
$1.59M +$375K +6,621 +31%
EIP
785
Epoch Investment Partners
New York
$1.58M +$150K +2,653 +10%
RCM
786
Riverpark Capital Management
New York
$1.58M
EWA
787
EP Wealth Advisors
California
$1.57M -$1.55M -23,804 -50%
TCM
788
Tandem Capital Management
New Jersey
$1.56M +$652K +11,504 +71%
GT
789
Greenleaf Trust
Michigan
$1.56M -$37.9K -669 -2%
MCA
790
Martin Capital Advisors
Texas
$1.55M +$21.5K +379 +1%
GBA
791
Garrison Bradford & Associates
New York
$1.55M +$179K +3,155 +13%
PWP
792
Private Wealth Partners
California
$1.54M +$794 +14 +0.1%
UWM
793
Udine Wealth Management
Florida
$1.54M +$154K +2,709 +11%
AAS
794
Avantax Advisory Services
Texas
$1.53M +$703K +12,397 +85%
FFG
795
Frisch Financial Group
New York
$1.53M -$4.7K -83 -0.3%
WP
796
Waycross Partners
Kentucky
$1.52M +$1.52M +26,800 New
CA
797
Cornerstone Advisory
Maryland
$1.52M +$73.1K +1,290 +5%
MF
798
Magnetar Financial
Illinois
$1.51M +$1.51M +26,642 New
SCC
799
Steel Canyon Capital
Arizona
$1.51M +$1.28M +22,559 +560%
JFGIW
800
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.5M -$69.3K -1,222 -4%