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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 %
FFA
876
Farther Finance Advisors
California
$1.18M +$458K +8,338 +63%
BAM
877
Belpointe Asset Management
Nevada
$1.18M -$52.9K -963 -4%
IWC
878
Integrated Wealth Concepts
Massachusetts
$1.18M -$140K -2,542 -11%
DLHL
879
Donald L. Hagan LLC
Florida
$1.18M +$1.48K +27 +0.1%
NHC
880
Nicholas Hoffman & Company
Georgia
$1.18M -$31K -565 -3%
BCM
881
Birmingham Capital Management
Alabama
$1.18M +$72.7K +1,325 +7%
FMAEN1
882
Fund Management at Engine No 1
California
$1.17M +$106K +1,925 +10%
AAS
883
Avantax Advisory Services
Texas
$1.17M -$320K -5,829 -22%
IIC
884
Integrated Investment Consultants
Michigan
$1.16M +$490K +8,925 +73%
AI
885
AXS Investments
New York
$1.16M -$83.7K -1,525 -7%
PWW
886
Pettyjohn Wood & White
Virginia
$1.15M +$24.1K +439 +2%
HAM
887
Hedges Asset Management
Nevada
$1.15M +$165K +3,000 +17%
CWM
888
C2C Wealth Management
Arizona
$1.14M +$58.9K +1,100 +5%
MFS
889
Monetta Financial Services
Illinois
$1.14M
NFG
890
Nations Financial Group
Iowa
$1.14M +$284K +5,181 +33%
CSIC
891
Clifford Swan Investment Counsel
California
$1.14M -$10.4K -190 -0.9%
TP
892
Tranquility Partners
Tennessee
$1.13M +$96.4K +1,756 +9%
ESB
893
Essex Savings Bank
Connecticut
$1.13M +$22.2K +404 +2%
LNC
894
Lincoln National Corp
Pennsylvania
$1.12M -$137K -2,492 -11%
AIM
895
Anchor Investment Management
South Carolina
$1.12M +$48.5K +883 +5%
LIM
896
Leavell Investment Management
Alabama
$1.12M
IGAM
897
iA Global Asset Management
Quebec, Canada
$1.12M +$1.12M +20,324 New
UIA
898
Ulland Investment Advisors
Minnesota
$1.12M +$912K +16,615 +450%
DWM
899
Dakota Wealth Management
Florida
$1.11M -$202K -3,678 -15%
GAG
900
GM Advisory Group
New York
$1.11M +$533K +9,700 +92%