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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 %
TP
926
Tranquility Partners
Tennessee
$1.07M +$41.9K +740 +4%
WP
927
WealthPLAN Partners
Nebraska
$1.07M +$149K +2,632 +16%
MCCP
928
Mission Creek Capital Partners
California
$1.06M +$453 +8 +0%
TAM
929
Trust Asset Management
Texas
$1.05M
BBHC
930
Brown Brothers Harriman & Co
New York
$1.05M -$405K -7,145 -28%
Marshall Wace
931
Marshall Wace
United Kingdom
$1.05M -$3.35M -59,174 -76%
SCI
932
Stableford Capital II
Arizona
$1.05M +$1.05M +16,265 New
CFB
933
Cullen/Frost Bankers
Texas
$1.05M +$242K +4,274 +30%
LTI
934
Laffer Tengler Investments
Tennessee
$1.04M +$276K +4,874 +36%
TYCC
935
Texas Yale Capital Corp
Florida
$1.04M +$1.04M +18,300 New
KCM
936
KLK Capital Management
California
$1.03M +$346K +6,099 +50%
WS
937
Wedbush Securities
California
$1.03M -$271K -4,783 -21%
BW
938
BIP Wealth
Georgia
$1.02M -$794 -14 -0.1%
HAM
939
Hedges Asset Management
Nevada
$1.02M
JIR
940
James Investment Research
Ohio
$1.02M +$1.02M +17,985 New
LCM
941
Leisure Capital Management
California
$1.02M -$149K -2,630 -13%
AWS
942
AJ Wealth Strategies
New York
$1.02M +$14.3K +252 +1%
AF
943
Allworth Financial
California
$1.02M +$245K +4,322 +32%
CI
944
Cigna Investments
Connecticut
$1.01M -$28K -493 -3%
SLI
945
Sumitomo Life Insurance
Japan
$1.01M -$95.2K -1,680 -9%
PA
946
Profund Advisors
Maryland
$1.01M -$44.6K -786 -4%
AIP
947
Ameritas Investment Partners
Nebraska
$999K -$56.5K -996 -5%
RIL
948
Rothschild Investment LLC
Illinois
$999K +$104K +1,830 +12%
RA
949
RiverPark Advisors
New York
$997K
LIP
950
Lighthouse Investment Partners
Florida
$992K +$992K +17,501 New