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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 %
RIL
926
Rothschild Investment LLC
Illinois
$1.04M +$69.8K +1,271 +7%
RP
927
Riverwater Partners
Wisconsin
$1.03M +$123K +2,234 +14%
TAM
928
Trust Asset Management
Texas
$1.02M
AF
929
Allworth Financial
California
$1.01M +$29.5K +537 +3%
SSA
930
Schonfeld Strategic Advisors
New York
$1.01M -$3.93M -71,526 -80%
GVAG
931
Great Valley Advisor Group
Delaware
$1.01M +$151K +2,746 +18%
TYCC
932
Texas Yale Capital Corp
Florida
$1M
WAP
933
Wealthcare Advisory Partners
Pennsylvania
$992K -$76K -1,384 -7%
BW
934
BIP Wealth
Georgia
$992K
BCM
935
Buckhead Capital Management
Georgia
$991K -$117K -2,139 -11%
MCCP
936
Mission Creek Capital Partners
California
$988K -$40.4K -735 -4%
CFB
937
Cullen/Frost Bankers
Texas
$987K -$28.2K -514 -3%
SF
938
Summit Financial
New Jersey
$978K +$624K +11,372 +176%
MBT
939
Montecito Bank & Trust
California
$977K +$72.7K +1,324 +8%
VA
940
Vident Advisory
Georgia
$975K +$975K +17,755 New
IIM
941
InTrack Investment Management
Vermont
$971K -$359K -6,545 -27%
WS
942
Wedbush Securities
California
$971K -$24.8K -452 -2%
GRP
943
Global Retirement Partners
California
$971K -$12.5K -244 -1%
JWM
944
Jeppson Wealth Management
California
$970K +$76.5K +1,393 +9%
LC
945
Lindbrook Capital
California
$969K +$36.2K +659 +4%
RA
946
RiverPark Advisors
New York
$966K
SLI
947
Sumitomo Life Insurance
Japan
$966K -$13.3K -243 -1%
SWM
948
Spire Wealth Management
Virginia
$965K +$118K +2,158 +14%
KCM
949
KLK Capital Management
California
$965K -$33.6K -612 -3%
LCM
950
Leisure Capital Management
California
$957K -$30.4K -554 -3%