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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 %
AAS
976
Avantax Advisory Services
Texas
$768K +$242K +4,618 +46%
SPC
977
Sigma Planning Corp
Michigan
$766K +$392K +7,476 +105%
SMC
978
Smith, Moore & Co
Missouri
$763K +$133K +2,535 +21%
FCA
979
FinTrust Capital Advisors
South Carolina
$763K +$154K +2,000 +25%
TA
980
Tiedemann Advisors
New York
$758K +$511K +9,753 +207%
SG Americas Securities
981
SG Americas Securities
New York
$756K -$219K -4,185 -22%
SWA
982
Stratos Wealth Advisors
Ohio
$756K -$17.7K -338 -2%
OTL
983
Oak Thistle LLC
New York
$755K +$755K +14,422 New
CC
984
Copperleaf Capital
North Carolina
$749K +$24.9K +475 +3%
EDRH
985
Edmond de Rothschild Holding
Switzerland
$747K -$324K -6,186 -30%
CFB
986
Cullen/Frost Bankers
Texas
$745K +$15.5K +296 +2%
RWA
987
Redhawk Wealth Advisors
Minnesota
$744K +$492K +9,397 +195%
CA
988
Crumly & Associates
Illinois
$740K +$183K +3,500 +33%
AS
989
AM Squared
Hong Kong
$739K +$739K +14,100 New
SWM
990
Spire Wealth Management
Virginia
$738K +$296K +5,650 +67%
FFM
991
Forum Financial Management
Illinois
$732K +$47.5K +906 +7%
LCM
992
Landscape Capital Management
New Jersey
$728K +$728K +13,892 New
CCA
993
Checchi Capital Advisers
California
$726K -$1.26K -24 -0.2%
CNC
994
Citizens & Northern Corp
Pennsylvania
$723K +$723K +13,799 New
IB
995
Intrust Bank
Kansas
$719K +$251K +4,788 +54%
RFM
996
Royal Fund Management
Florida
$715K +$715K +13,647 New
SWM
997
SeaCrest Wealth Management
New York
$713K +$291K +5,559 +69%
AF
998
Allworth Financial
California
$712K +$111K +2,114 +18%
OA
999
Operose Advisors
Wisconsin
$712K +$57.9K +1,106 +9%
XWM
1000
Xcel Wealth Management
Florida
$706K +$706K +13,485 New