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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 %
TAM
901
Trust Asset Management
Texas
$974K +$78.3K +1,495 +9%
WP
902
WealthSource Partners
California
$972K +$73.3K +1,399 +8%
PA
903
Profund Advisors
Maryland
$972K +$63.7K +1,216 +7%
PAS
904
Park Avenue Securities
New York
$971K -$131K -2,506 -12%
FMAEN1
905
Fund Management at Engine No 1
California
$969K +$89.7K +1,712 +10%
AI
906
AXS Investments
New York
$967K +$14.8K +283 +2%
CI
907
Cigna Investments
Connecticut
$962K -$15.6K -297 -2%
HH
908
Hilltop Holdings
Texas
$961K +$636K +12,144 +196%
RMDI
909
R.M. Davis Inc
Maine
$961K -$12.1K -232 -1%
TP
910
Tranquility Partners
Tennessee
$950K +$80.1K +1,529 +9%
BW
911
BIP Wealth
Georgia
$947K +$947K +18,075 New
HAM
912
Hedges Asset Management
Nevada
$943K
BTI
913
Blue Trust Inc
Georgia
$942K -$322K -3,872 -25%
WWM
914
WT Wealth Management
Arizona
$939K +$939K +17,932 New
Credit Agricole
915
Credit Agricole
France
$931K -$648K -12,368 -41%
AWS
916
AJ Wealth Strategies
New York
$928K -$38K -725 -4%
S
917
SignatureFD
Georgia
$925K -$264K -5,040 -22%
RA
918
RiverPark Advisors
New York
$922K -$56.8K -1,084 -6%
SIAG
919
Signet Investment Advisory Group
Rhode Island
$907K -$10.2K -195 -1%
ACA
920
Aptus Capital Advisors
Alabama
$905K -$5.99M -114,418 -87%
CS
921
Comerica Securities
Michigan
$905K +$752K +14,362 +493%
FFA
922
Fairfield Financial Advisors
Massachusetts
$901K +$15.3K +292 +2%
AT
923
Avalon Trust
New Mexico
$900K +$900K +17,180 New
GSEP
924
Golden State Equity Partners
California
$899K +$899K +17,164 New
GRP
925
Global Retirement Partners
California
$896K +$53.4K +1,112 +6%