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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 %
BWP
976
Balboa Wealth Partners
Arizona
$862K +$306K +5,582 +55%
RWB
977
RMR Wealth Builders
New Jersey
$856K +$446K +8,132 +109%
NIM
978
NEOS Investment Management
Connecticut
$856K +$856K +15,592 New
CG
979
Cutler Group
California
$856K +$558K +10,171 +187%
CWM
980
Curi Wealth Management
North Carolina
$855K +$855K +15,571 New
BMCM
981
Burns Matteson Capital Management
New York
$853K +$2.64K +48 +0.3%
BLC
982
Brown, Lisle/Cummings
Rhode Island
$852K +$185K +3,375 +28%
Koshinski Asset Management
983
Koshinski Asset Management
Illinois
$843K -$85.6K -1,559 -9%
JFA
984
JNBA Financial Advisors
Minnesota
$842K -$3.29K -60 -0.4%
FIM
985
Fruth Investment Management
Texas
$841K -$5.49K -100 -0.6%
SCI
986
Stableford Capital II
Arizona
$837K
TFA
987
Tranquilli Financial Advisor
New Jersey
$832K +$84.8K +1,544 +11%
ZIG
988
Zullo Investment Group
Pennsylvania
$829K +$167K +3,045 +25%
AFM
989
Anson Funds Management
Texas
$824K -$1.37M -25,000 -63%
GF
990
Gabelli Funds
New York
$824K -$1.07M -19,500 -57%
PI
991
Parkside Investments
Illinois
$824K -$407K -7,413 -33%
EL
992
EMFO LLC
Florida
$824K +$275K +5,000 +50%
HFS
993
Howard Financial Services
Texas
$823K -$68.7K -1,251 -8%
LP
994
LMR Partners
United Kingdom
$818K +$818K +14,904 New
NCM
995
Neumann Capital Management
California
$814K
CFP
996
Catalyst Financial Partners
Massachusetts
$810K +$43.7K +796 +6%
UCI
997
Uncommon Cents Investing
Wisconsin
$807K
PWA
998
Providence Wealth Advisors
Illinois
$805K +$8.01K +150 +1%
BP
999
Ballentine Partners
Massachusetts
$802K +$2.03K +37 +0.3%
CNC
1000
Citizens & Northern Corp
Pennsylvania
$797K +$13.9K +253 +2%