SCHW icon

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 %
IAS
1001
Insigneo Advisory Services
Florida
$860K +$215K +3,791 +33%
BCM
1002
Brown Capital Management
Maryland
$857K
CP
1003
Castleview Partners
Texas
$850K +$729K +12,856 +598%
HAI
1004
Hennessy Advisors Inc
California
$850K +$283K +5,000 +50%
PFO
1005
PMC FIG Opportunities
Israel
$850K +$850K +15,000 New
BCAM
1006
Boston Common Asset Management
Massachusetts
$849K -$90.7K -1,600 -10%
PFGIA
1007
Patriot Financial Group Insurance Agency
Massachusetts
$847K +$192K +3,380 +29%
PWA
1008
Providence Wealth Advisors
Illinois
$845K -$37.7K -665 -4%
SXL
1009
Summit X LLC
Missouri
$845K +$125K +2,205 +17%
NCM
1010
Neumann Capital Management
California
$841K
UCI
1011
Uncommon Cents Investing
Wisconsin
$833K
MJRIC
1012
Mogy Joel R Investment Counsel
California
$832K
SMC
1013
Smith, Moore & Co
Missouri
$832K +$5.61K +99 +0.7%
FCA
1014
FinTrust Capital Advisors
South Carolina
$828K +$76K +1,000 +10%
EA
1015
Emerald Advisers
Pennsylvania
$826K +$99.9K +1,763 +14%
BP
1016
Ballentine Partners
Massachusetts
$825K +$99.6K +1,758 +14%
PCA
1017
Pallas Capital Advisors
Massachusetts
$823K -$134K -2,285 -14%
CT
1018
Coastline Trust
Rhode Island
$820K +$820K +14,475 New
HBT
1019
Hills Bank & Trust
Iowa
$820K +$359K +6,338 +78%
SOS
1020
Silver Oak Securities
Tennessee
$819K +$505K +8,916 +161%
TA
1021
Tiedemann Advisors
New York
$813K -$6.75K -119 -0.8%
FFC
1022
First Financial Corp
Indiana
$811K +$115K +2,034 +17%
CAM
1023
Cidel Asset Management
Ontario, Canada
$811K +$811K +14,300 New
CNC
1024
Citizens & Northern Corp
Pennsylvania
$809K +$26.5K +467 +3%
EDRH
1025
Edmond de Rothschild Holding
Switzerland
$808K