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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 %
AWM
951
Avondale Wealth Management
Texas
$992K +$482K +8,500 +94%
WA
952
Wealth Alliance
New York
$990K -$124K -2,189 -11%
PA
953
Paragon Advisors
Texas
$979K -$2.23M -39,300 -69%
KF
954
Krilogy Financial
Missouri
$979K +$25.4K +448 +3%
II
955
Inspire Investing
Idaho
$973K +$561K +9,894 +136%
RFM
956
Royal Fund Management
Florida
$972K +$198K +3,495 +26%
HKIMG
957
Hutchens & Kramer Investment Management Group
Indiana
$970K -$200K -3,537 -17%
AT
958
Avalon Trust
New Mexico
$964K -$10.2K -180 -1%
LC
959
Lindbrook Capital
California
$963K +$460K +8,124 +92%
Koshinski Asset Management
960
Koshinski Asset Management
Illinois
$959K -$247K -4,353 -20%
MAM
961
McCarthy Asset Management
California
$957K
TAM
962
Tealwood Asset Management
Minnesota
$953K +$11.2K +198 +1%
LSAG
963
Lake Street Advisors Group
New Hampshire
$953K +$314K +5,533 +49%
GC
964
GFG Capital
Florida
$949K +$273K +4,813 +40%
NP
965
Nilsine Partners
Colorado
$948K +$493K +8,700 +108%
PRC
966
Pearl River Capital
Michigan
$941K +$941K +16,600 New
DPIM
967
Duff & Phelps Investment Management
Illinois
$940K
RP
968
Riverwater Partners
Wisconsin
$935K +$2.15K +38 +0.2%
TWA
969
TCI Wealth Advisors
Arizona
$935K -$130K -2,289 -12%
MBT
970
Montecito Bank & Trust
California
$934K -$3.06K -54 -0.3%
AWA
971
Arete Wealth Advisors
Illinois
$929K +$929K +16,396 New
RMDI
972
R.M. Davis Inc
Maine
$927K -$114K -2,003 -11%
GC
973
Gillson Capital
Illinois
$925K +$925K +16,322 New
SIAG
974
Signet Investment Advisory Group
Rhode Island
$925K -$57.2K -1,010 -6%
JWM
975
Jeppson Wealth Management
California
$922K +$655K +11,556 +245%