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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 %
EOJOAM
826
E. Ohman J:or Asset Management
Sweden
$1.39M +$1.39M +24,500 New
BFS
827
Bard Financial Services
Connecticut
$1.39M +$1.09M +19,300 +373%
RPC
828
Rossmore Private Capital
Connecticut
$1.38M -$510 -9 -0%
IIM
829
InTrack Investment Management
Vermont
$1.37M +$477K +8,420 +53%
BSW
830
Buckingham Strategic Wealth
Missouri
$1.36M +$99.6K +1,757 +8%
PAS
831
Park Avenue Securities
New York
$1.36M +$313K +5,526 +30%
LBWM
832
Left Brain Wealth Management
Illinois
$1.36M +$1.11M +19,496 +429%
IWC
833
Integrated Wealth Concepts
Massachusetts
$1.36M +$450K +7,934 +49%
DWM
834
Dakota Wealth Management
Florida
$1.36M -$5.46M -96,366 -80%
ADIM
835
Alpha DNA Investment Management
Maryland
$1.35M +$485K +8,558 +56%
RFC
836
Regions Financial Corp
Alabama
$1.35M +$390K +6,874 +41%
1SB
837
1ST Source Bank
Indiana
$1.34M -$45.5K -802 -3%
WTC
838
WhitTier Trust Company
Nevada
$1.34M -$60.8K -1,073 -4%
CTA
839
Chesley Taft & Associates
Illinois
$1.34M -$17.3K -305 -1%
CIA
840
Cape Investment Advisory
Georgia
$1.33M +$244K +4,311 +22%
GIP
841
Granite Investment Partners
California
$1.33M -$266K -4,690 -17%
AWM
842
Avior Wealth Management
Nebraska
$1.33M +$180K +3,183 +16%
MFG
843
MidWestOne Financial Group
Iowa
$1.32M +$206K +3,630 +18%
BPCA
844
Bank Pictet & Cie (Asia)
Singapore
$1.31M
MMC
845
Mizuho Markets Cayman
Cayman Islands
$1.31M +$1.31M +23,111 New
IHL
846
Investment House LLC
California
$1.31M +$1.31M +23,100 New
FTDI
847
First Trust Direct Indexing
Massachusetts
$1.3M +$212K +3,736 +19%
LNC
848
Lincoln National Corp
Pennsylvania
$1.3M +$439K +7,751 +51%
WBCM
849
Wilson & Boucher Capital Management
California
$1.3M
HCA
850
Harbor Capital Advisors
Illinois
$1.3M