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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 %
RIA
1026
Realta Investment Advisors
Delaware
$804K +$112K +1,975 +16%
CGL
1027
Clarius Group LLC
Washington
$801K -$127K -2,243 -14%
NB
1028
Nicolet Bankshares
Wisconsin
$799K +$529K +12,144 +196%
PFS
1029
Prospera Financial Services
Texas
$798K -$427K -7,528 -35%
CFP
1030
Catalyst Financial Partners
Massachusetts
$791K +$310K +5,461 +64%
NCM
1031
Novare Capital Management
North Carolina
$783K +$509K +8,985 +186%
KWM
1032
Kingsview Wealth Management
Oregon
$781K +$171K +3,012 +28%
OIA
1033
OneDigital Investment Advisors
Kansas
$781K -$792K -13,977 -50%
MFG
1034
Monte Financial Group
Connecticut
$778K +$139K +2,459 +22%
CCA
1035
Checchi Capital Advisers
California
$777K -$9.3K -164 -1%
ICM
1036
IMS Capital Management
Oregon
$774K +$106K +1,875 +16%
PWS
1037
Precision Wealth Strategies
Missouri
$773K -$89.2K -1,574 -10%
PWMAG
1038
Pinnacle Wealth Management Advisory Group
New Jersey
$773K -$137K -2,425 -15%
WKWM
1039
Walter & Keenan Wealth Management
Indiana
$772K -$333K -5,867 -30%
IB
1040
Intrust Bank
Kansas
$771K -$7.09K -125 -0.9%
TFA
1041
Tranquilli Financial Advisor
New Jersey
$771K +$171K +3,014 +28%
OA
1042
Operose Advisors
Wisconsin
$767K -$3.23K -57 -0.4%
ATWA
1043
Arbor Trust Wealth Advisors
Michigan
$765K +$112K +1,978 +17%
HR
1044
Hardy Reed
Mississippi
$763K +$157K +2,774 +26%
ST
1045
Sabal Trust
Florida
$762K +$762K +13,437 New
TCM
1046
Triumph Capital Management
Colorado
$760K +$760K +13,400 New
UC
1047
Unio Capital
New Jersey
$758K +$758K +13,365 New
DAS
1048
Dynamic Advisor Solutions
Arizona
$757K +$89.5K +1,579 +13%
PFA
1049
Professional Financial Advisors
Nebraska
$757K +$17.3K +305 +2%
PG
1050
Proffitt & Goodson
Tennessee
$754K +$323K +5,699 +75%