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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 %
KLWA
926
Kelly Lawrence W & Associates
California
$894K
GAM
927
Griffin Asset Management
New York
$893K +$4.98K +95 +0.6%
FFS
928
Founders Financial Securities
Maryland
$888K +$51.7K +987 +6%
GIA
929
Gladstone Institutional Advisory
Florida
$886K +$701K +13,388 +380%
RFC
930
Regions Financial Corp
Alabama
$885K -$222K -4,234 -20%
MAM
931
McCarthy Asset Management
California
$884K
JSL
932
JT Stratford LLC
Georgia
$883K -$725K -13,848 -45%
KF
933
Krilogy Financial
Missouri
$881K +$94.3K +1,800 +12%
WAP
934
Wealthcare Advisory Partners
Pennsylvania
$871K +$567K +10,824 +186%
TAM
935
Tealwood Asset Management
Minnesota
$870K -$13.9K -266 -2%
BCAM
936
Boston Common Asset Management
Massachusetts
$869K
DPIM
937
Duff & Phelps Investment Management
Illinois
$868K +$26.2K +500 +3%
PCA
938
Pallas Capital Advisors
Massachusetts
$867K +$867K +16,320 New
MBT
939
Montecito Bank & Trust
California
$866K -$191K -3,647 -18%
BWAM
940
Boyd Watterson Asset Management
Ohio
$864K +$138K +2,636 +19%
PWA
941
Providence Wealth Advisors
Illinois
$864K +$7.76K +140 +0.9%
RP
942
Riverwater Partners
Wisconsin
$862K +$325K +6,209 +61%
CA
943
Cetera Advisors
Colorado
$859K +$157K +3,002 +22%
CGL
944
Clarius Group LLC
Washington
$858K +$38.7K +738 +5%
WP
945
WealthPLAN Partners
Nebraska
$851K +$851K +16,243 New
HCM
946
Hall Capital Management
Rhode Island
$850K +$36.9K +705 +5%
BAAM
947
Baker Avenue Asset Management
California
$844K -$9.09M -173,590 -92%
IWC
948
Integrated Wealth Concepts
Massachusetts
$844K +$480K +9,155 +132%
TCM
949
Tandem Capital Management
New Jersey
$843K +$843K +16,097 New
PWMAG
950
Pinnacle Wealth Management Advisory Group
New Jersey
$841K -$192K -3,673 -19%