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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 %
SIC
826
Salem Investment Counselors
North Carolina
$1.4M -$1.1K -20 -0.1%
LJAC
827
L.J. Altfest & Co
New York
$1.4M -$25.6K -466 -2%
DIS
828
Diversified Investment Strategies
Louisiana
$1.39M +$23.3K +425 +2%
BAAM
829
Baker Avenue Asset Management
California
$1.38M +$1.14M +20,749 +479%
WP
830
Waycross Partners
Kentucky
$1.37M -$98.8K -1,800 -7%
PIM
831
Platinum Investment Management
Australia
$1.37M
NSEDCP
832
NJ State Employees Deferred Compensation Plan
New Jersey
$1.37M
IR
833
IAT Reinsurance
New York
$1.37M
HAG
834
HF Advisory Group
Maryland
$1.37M +$299K +5,303 +28%
FTDI
835
First Trust Direct Indexing
Massachusetts
$1.36M +$100K +1,823 +8%
PAS
836
Park Avenue Securities
New York
$1.35M +$31K +565 +2%
HHAA
837
Henry H. Armstrong Associates
Pennsylvania
$1.35M
EF
838
Empowered Funds
Pennsylvania
$1.35M +$701K +12,765 +108%
WWM
839
WT Wealth Management
Arizona
$1.35M -$1.55M -28,184 -53%
MSK
840
Melissa S. Kampmann
$1.35M +$1.35M +24,530 New
CIAS
841
Capital Investment Advisory Services
North Carolina
$1.35M +$101K +1,844 +8%
MF
842
Magnetar Financial
Illinois
$1.34M -$120K -2,189 -8%
CA
843
Continuum Advisory
Idaho
$1.34M -$39K -710 -3%
CCP
844
Carmel Capital Partners
California
$1.34M -$73.4K -1,337 -5%
CT
845
Coastline Trust
Rhode Island
$1.33M +$539K +9,825 +68%
CIA
846
Cape Investment Advisory
Georgia
$1.33M +$38K +693 +3%
HT
847
HAP Trading
New York
$1.32M +$1.32M +24,102 New
BSW
848
Buckingham Strategic Wealth
Missouri
$1.32M -$549 -10 -0%
1SB
849
1ST Source Bank
Indiana
$1.32M +$19.8K +361 +2%
II
850
Inspire Investing
Idaho
$1.32M +$375K +6,831 +40%