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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 %
MCC
776
Money Concepts Capital
Florida
$1.68M +$290K +5,288 +21%
IAS
777
Investment Advisory Services
Texas
$1.67M -$26.1K -475 -2%
BFG
778
Beacon Financial Group
Texas
$1.67M +$494K +8,358 +42%
AFA
779
AllGen Financial Advisors
Florida
$1.67M -$38.5K -702 -2%
HCCM
780
Hudson Canyon Capital Management
New York
$1.66M
SSP
781
Sixth Street Partners
Texas
$1.65M -$769K -14,000 -32%
CAM
782
Crown Advisors Management
California
$1.65M
AAM
783
Advisors Asset Management
Colorado
$1.65M -$93.4K -1,702 -5%
PWP
784
Private Wealth Partners
California
$1.64M +$148K +2,700 +10%
MVA
785
Mount Vernon Associates
Maryland
$1.64M +$16.5K +300 +1%
CWM
786
Chemistry Wealth Management
New York
$1.64M -$1.87K -34 -0.1%
NERM
787
New England Research & Management
Illinois
$1.61M -$49.4K -900 -3%
BCWM
788
Bartlett & Co Wealth Management
Ohio
$1.61M +$55 +1 +0%
BC
789
Bartlett & Co
Ohio
$1.61M +$55 +1 +0%
OAM
790
Occidental Asset Management
California
$1.6M +$13.8K +251 +0.9%
CPIG
791
Chicago Partners Investment Group
Illinois
$1.6M +$373K +7,553 +30%
EIP
792
Epoch Investment Partners
New York
$1.6M +$63.7K +1,161 +4%
WOC
793
West Oak Capital
California
$1.59M +$9.06K +165 +0.6%
HWAM
794
Hennion & Walsh Asset Management
New Jersey
$1.57M +$499K +9,089 +46%
RJT
795
Raymond James Trust
Florida
$1.57M -$51.4K -936 -3%
Credit Agricole
796
Credit Agricole
France
$1.57M +$386K +7,040 +33%
MCA
797
Martin Capital Advisors
Texas
$1.56M +$60.7K +1,105 +4%
CAI
798
Capital Advisors Inc
Oklahoma
$1.56M -$7.58K -138 -0.5%
M1FG
799
Mach-1 Financial Group
Arkansas
$1.56M +$364K +6,639 +31%
CA
800
Cetera Advisors
Colorado
$1.55M -$72.5K -1,321 -4%