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Charles Schwab

1,763 hedge funds and large institutions have $82.9B invested in Charles Schwab in 2023 Q2 according to their latest regulatory filings, with 251 funds opening new positions, 797 increasing their positions, 556 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,763
Holders Change
+100
Holders Change %
+6.01%
% of All Funds
27.8%
Holding in Top 10
67
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+31.37%
% of All Funds
1.06%
New
251
Increased
797
Reduced
556
Closed
143
Calls
$1.73B
Puts
$1.98B
Net Calls
-$248M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
901
Laidlaw Wealth Management
New York
$1.14M +$491K +8,662 +76%
EWM
902
EPG Wealth Management
Georgia
$1.14M +$1.14M +20,052 New
GA
903
Greenhaven Associates
New York
$1.13M
BFG
904
Beacon Financial Group
Texas
$1.13M -$17.2K -301 -1%
AIM
905
Aspen Investment Management
Michigan
$1.13M -$175K -3,093 -13%
RWA
906
Roberts Wealth Advisors
California
$1.12M +$15.6K +276 +1%
DIP
907
Davis Investment Partners
North Carolina
$1.12M +$1.12M +16,516 New
SWMG
908
Signature Wealth Management Group
Georgia
$1.12M -$25.1K -442 -2%
SAM
909
Secure Asset Management
Michigan
$1.11M +$37.9K +668 +4%
HH
910
Hilltop Holdings
Texas
$1.11M +$72.6K +1,281 +7%
HWAM
911
Hennion & Walsh Asset Management
New Jersey
$1.11M -$966K -17,051 -47%
CPRC
912
Consolidated Portfolio Review Corp
New York
$1.11M +$34.6K +611 +3%
EWA
913
EverSource Wealth Advisors
Alabama
$1.11M +$883K +15,585 +396%
SCA
914
Sander Capital Advisors
Washington
$1.11M +$1.11M +19,510 New
AIM
915
Anchor Investment Management
South Carolina
$1.1M -$198K -3,501 -15%
WAP
916
Wealthcare Advisory Partners
Pennsylvania
$1.1M +$160K +2,826 +17%
FSA
917
Franklin Street Advisors
North Carolina
$1.1M
PI
918
Parkside Investments
Illinois
$1.1M +$1.1M +22,413 New
WF
919
WoodTrust Financial
Wisconsin
$1.1M +$1.1M +19,400 New
ONB
920
Old National Bancorp
Indiana
$1.1M -$626K -11,047 -36%
FMAEN1
921
Fund Management at Engine No 1
California
$1.1M +$47.7K +841 +5%
AWP
922
Ascent Wealth Partners
New York
$1.09M +$1.09M +19,277 New
GRP
923
Global Retirement Partners
California
$1.08M +$27K +477 +3%
HCM
924
Hall Capital Management
Rhode Island
$1.08M +$158K +2,790 +17%
HAG
925
HF Advisory Group
Maryland
$1.07M +$426K +7,519 +66%