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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 %
PAM
1026
Paradigm Asset Management
New York
$650K
AWM
1027
Atticus Wealth Management
Florida
$649K +$260K +4,961 +67%
SIC
1028
Salem Investment Counselors
North Carolina
$648K +$55K +1,050 +9%
SBIA
1029
Sheaff Brock Investment Advisors
Indiana
$646K +$307K +5,865 +91%
FFC
1030
First Financial Corp
Indiana
$643K -$23.4K -447 -4%
RIA
1031
Realta Investment Advisors
Delaware
$639K +$83.7K +1,597 +15%
WPW
1032
Waldron Private Wealth
Pennsylvania
$635K +$19.4K +370 +3%
KCM
1033
KLK Capital Management
California
$634K +$634K +12,097 New
FC
1034
Financial Consulate
Maryland
$633K +$9.69K +185 +2%
MA
1035
Mutual Advisors
Nebraska
$632K +$198K +3,787 +46%
RSWM
1036
Robertson Stephens Wealth Management
California
$630K +$303K +5,778 +93%
GP
1037
Greenline Partners
New York
$629K
MA
1038
MYDA Advisors
New York
$629K -$419K -8,000 -40%
HA
1039
Hamel Associates
New Jersey
$624K
PTP
1040
Platform Technology Partners
New York
$623K -$9.8K -187 -2%
MC
1041
Moors & Cabot
Massachusetts
$621K +$314K +5,990 +102%
HWA
1042
HCR Wealth Advisors
California
$621K +$30.6K +585 +5%
QI
1043
Qtron Investments
Massachusetts
$618K +$184K +3,522 +43%
DAS
1044
Dynamic Advisor Solutions
Arizona
$617K +$334K +6,376 +118%
ICM
1045
IMS Capital Management
Oregon
$617K
PIA
1046
Powell Investment Advisors
Florida
$615K -$4.09K -78 -0.7%
AWE
1047
Avidian Wealth Enterprises
Texas
$614K +$614K +11,726 New
CNBTD
1048
Citizens National Bank Trust Department
Mississippi
$612K +$612K +11,680 New
KPWS
1049
Kestra Private Wealth Services
Texas
$610K +$127K +2,419 +26%
WG
1050
Winton Group
United Kingdom
$606K -$77.8K -1,485 -11%