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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 %
CWM
876
C2C Wealth Management
Arizona
$1.05M +$890K +17,145 +553%
GA
877
Greenhaven Associates
New York
$1.05M
BFG
878
Beacon Financial Group
Texas
$1.04M -$47K -909 -4%
MFG
879
MidWestOne Financial Group
Iowa
$1.03M +$1.03M +19,735 New
ESB
880
Essex Savings Bank
Connecticut
$1.03M +$37.8K +721 +4%
SF
881
Synovus Financial
Georgia
$1.03M -$2.56M -48,902 -71%
WA
882
Wealth Alliance
New York
$1.03M -$94.1K -1,796 -8%
O
883
Ossiam
France
$1.03M -$553K -10,554 -35%
SLI
884
Sumitomo Life Insurance
Japan
$1.02M -$506K -9,671 -33%
WKWM
885
Walter & Keenan Wealth Management
Indiana
$1.02M -$255K -4,861 -20%
CWM
886
Cabot Wealth Management
Massachusetts
$1.02M +$1.02M +19,445 New
FSA
887
Franklin Street Advisors
North Carolina
$1.02M +$55K +1,049 +6%
FTDI
888
First Trust Direct Indexing
Massachusetts
$1.01M -$150K -2,870 -13%
GAG
889
GM Advisory Group
New York
$1.01M +$1.01M +19,261 New
CIA
890
Cape Investment Advisory
Georgia
$1.01M +$1.01M +19,235 New
DCM
891
Davidson Capital Management
Texas
$1.01M +$363K +6,925 +56%
SAM
892
Secure Asset Management
Michigan
$994K +$994K +18,986 New
CPRC
893
Consolidated Portfolio Review Corp
New York
$993K +$993K +18,964 New
WHCI
894
W.H. Cornerstone Investments
Massachusetts
$985K +$151K +2,885 +18%
TWA
895
TCI Wealth Advisors
Arizona
$984K +$631K +12,056 +179%
RBA
896
Richard Bernstein Advisors
New York
$984K
PWW
897
Pettyjohn Wood & White
Virginia
$983K +$64.4K +1,230 +7%
MCCP
898
Mission Creek Capital Partners
California
$980K +$49K +936 +5%
RWA
899
Roberts Wealth Advisors
California
$978K +$12.7K +254 +1%
AIP
900
Ameritas Investment Partners
Nebraska
$975K