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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 %
KFP
951
KB Financial Partners
New Jersey
$836K -$13.9K -266 -2%
RIL
952
Rothschild Investment LLC
Illinois
$828K +$828K +15,800 New
EAM
953
Eagle Asset Management
Florida
$823K +$137K +2,618 +20%
TF
954
TLWM Financial
Texas
$816K +$816K +15,570 New
BMCM
955
Burns Matteson Capital Management
New York
$815K +$137K +2,612 +20%
FIM
956
Fruth Investment Management
Texas
$813K
JFA
957
JNBA Financial Advisors
Minnesota
$807K -$5.19K -99 -0.6%
HWM
958
HB Wealth Management
Georgia
$804K +$138K +2,635 +21%
EWM
959
Elmwood Wealth Management
California
$803K +$138K +2,627 +21%
IA
960
IFP Advisors
Florida
$801K +$340K +9,053 +74%
ADIM
961
Alpha DNA Investment Management
Maryland
$799K -$585K -11,176 -42%
LNC
962
Lincoln National Corp
Pennsylvania
$797K +$482K +9,197 +153%
PWS
963
Precision Wealth Strategies
Missouri
$797K +$797K +15,214 New
BCM
964
Brown Capital Management
Maryland
$792K +$47.1K +899 +6%
KCG
965
Kinsale Capital Group
Virginia
$791K +$529K +10,099 +202%
IIM
966
InTrack Investment Management
Vermont
$791K +$791K +15,812 New
ZIMP
967
Zimmermann Investment Management & Planning
Pennsylvania
$788K +$264K +5,041 +50%
SC
968
Shay Capital
New York
$786K +$786K +15,000 New
LHC
969
Little House Capital
Massachusetts
$783K +$610K +11,644 +353%
SB
970
Strategic Blueprint
Georgia
$779K +$32.5K +621 +4%
NCM
971
Neumann Capital Management
California
$777K -$9.64K -184 -1%
QIM
972
Quantitative Investment Management
Virginia
$774K +$774K +14,788 New
UCI
973
Uncommon Cents Investing
Wisconsin
$770K +$5.24K +100 +0.7%
MJRIC
974
Mogy Joel R Investment Counsel
California
$769K -$70.6K -1,347 -8%
RA
975
Royce & Associates
New York
$768K