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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 %
AIM
826
Aspen Investment Management
Michigan
$1.21M +$685K +13,065 +131%
AIM
827
Anchor Investment Management
South Carolina
$1.2M +$354K +6,758 +42%
CW
828
CreativeOne Wealth
Kansas
$1.2M +$333K +6,349 +38%
BOH
829
Bank of Hawaii
Hawaii
$1.2M +$158K +3,011 +15%
WS
830
Wedbush Securities
California
$1.2M +$421K +8,037 +54%
WBCM
831
Wilson & Boucher Capital Management
California
$1.2M -$43.1K -822 -3%
HCA
832
Harbor Capital Advisors
Illinois
$1.2M +$1.2M +22,887 New
IMC Chicago
833
IMC Chicago
Illinois
$1.19M +$1.19M +22,631 New
JCM
834
JS Capital Management
New York
$1.18M +$1.18M +22,600 New
EF
835
Empowered Funds
Pennsylvania
$1.18M +$89.7K +1,712 +8%
BCM
836
Brookstone Capital Management
Illinois
$1.17M -$1.6M -30,412 -58%
DLHL
837
Donald L. Hagan LLC
Florida
$1.17M +$1.17M +22,273 New
FRM
838
Fox Run Management
Connecticut
$1.16M +$1.16M +22,189 New
NHC
839
Nicholas Hoffman & Company
Georgia
$1.16M +$244K +4,661 +27%
CC
840
Cannell & Co
New York
$1.16M +$666K +12,710 +136%
PA
841
Procyon Advisors
Connecticut
$1.15M +$1.15M +22,010 New
LBA
842
Letko, Brosseau & Associates
Quebec, Canada
$1.14M
CCP
843
Carmel Capital Partners
California
$1.14M +$384K +7,325 +50%
HCA
844
Harbour Capital Advisors
Virginia
$1.14M -$6.44K -123 -0.6%
B
845
Bensler
Washington
$1.13M +$101K +1,920 +10%
PFS
846
Prospera Financial Services
Texas
$1.13M +$860K +16,413 +316%
SEC
847
Seven Eight Capital
New York
$1.13M +$1.13M +21,534 New
BCM
848
Birmingham Capital Management
Alabama
$1.13M -$10.5K -200 -0.9%
LCM
849
Linker Capital Management
Kentucky
$1.13M
OAM
850
Ostrum Asset Management
France
$1.12M +$1.12M +21,400 New