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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 %
TF
851
TIAA FSB
Florida
$1.12M -$6.42M -122,526 -85%
ACS
852
Archford Capital Strategies
Illinois
$1.11M +$66.7K +1,365 +6%
Koshinski Asset Management
853
Koshinski Asset Management
Illinois
$1.11M +$711K +13,582 +177%
SDIC
854
South Dakota Investment Council
South Dakota
$1.11M +$429K +8,200 +63%
MAS
855
Meeder Advisory Services
Ohio
$1.11M -$79.4K -1,515 -7%
HPC
856
HM Payson & Co
Maine
$1.11M -$43.5K -830 -4%
TNB
857
Thomasville National Bank
Georgia
$1.11M -$4.71K -90 -0.4%
PFA
858
Professional Financial Advisors
Nebraska
$1.1M -$55.1K -654 -5%
CGA
859
Crescent Grove Advisors
Illinois
$1.1M +$28.1K +536 +3%
BWP
860
Balboa Wealth Partners
Arizona
$1.1M +$1.1M +20,914 New
PAM
861
Private Asset Management
California
$1.09M -$128K -2,436 -10%
DEA
862
DoubleLine ETF Adviser
Florida
$1.09M -$33.4K -638 -3%
FWM
863
Forefront Wealth Management
Pennsylvania
$1.09M +$1.09M +20,760 New
CA
864
Continuum Advisory
Idaho
$1.09M +$169K +3,235 +18%
CSIC
865
Clifford Swan Investment Counsel
California
$1.09M +$2.62K +50 +0.2%
SWS
866
SYSTM Wealth Solutions
Illinois
$1.08M -$629K -12,000 -37%
HKIMG
867
Hutchens & Kramer Investment Management Group
Indiana
$1.08M -$952K -18,167 -47%
LCM
868
Leisure Capital Management
California
$1.08M +$1.78K +34 +0.2%
FPGT
869
Financial Partners Group (Tennessee)
Tennessee
$1.08M -$19.4K -370 -2%
OAM
870
Occidental Asset Management
California
$1.07M +$932K +17,790 +691%
AWM
871
Avior Wealth Management
Nebraska
$1.06M +$111K +2,111 +12%
NAM
872
NorthCrest Asset Manangement
Minnesota
$1.06M +$260K +4,958 +32%
BC
873
Bridgefront Capital
Texas
$1.06M +$1.06M +20,217 New
VIA
874
Vident Investment Advisory
Georgia
$1.06M -$1.65M -31,595 -61%
SWMG
875
Signature Wealth Management Group
Georgia
$1.06M +$1.06M +20,197 New