SCHW icon

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 %
PFGIA
1051
Patriot Financial Group Insurance Agency
Massachusetts
$605K +$220K +4,197 +57%
ATWA
1052
Arbor Trust Wealth Advisors
Michigan
$603K -$31.7K -605 -5%
BTWM
1053
Baker Tilly Wealth Management
Wisconsin
$602K +$56.9K +1,087 +10%
GC
1054
GFG Capital
Florida
$602K +$237K +4,696 +65%
NWM
1055
Northcape Wealth Management
New York
$601K +$601K +11,482 New
WA
1056
Wealth Advisors
California
$600K +$600K +11,595 New
HAG
1057
HF Advisory Group
Maryland
$599K +$118K +2,259 +25%
VEA
1058
Virtus ETF Advisers
New York
$598K +$22.7K +434 +4%
DAM
1059
Derbend Asset Management
Georgia
$598K +$598K +11,412 New
FCAG
1060
First Capital Advisors Group
New Jersey
$598K +$172K +3,277 +40%
LWM
1061
Laidlaw Wealth Management
New York
$597K +$597K +11,402 New
CNBT
1062
Canandaigua National Bank & Trust
New York
$597K +$597K +11,407 New
IAS
1063
Insigneo Advisory Services
Florida
$596K +$398K +7,596 +201%
LWM
1064
Lodestone Wealth Management
Washington
$596K +$16.8K +320 +3%
SBH
1065
Segall Bryant & Hamill
Illinois
$595K -$70.6K -1,350 -11%
SLF
1066
Sun Life Financial
Ontario, Canada
$594K +$79.8K +1,528 +16%
OPCM
1067
Osborne Partners Capital Management
California
$592K -$6.5K -124 -1%
LSAG
1068
Lake Street Advisors Group
New Hampshire
$591K -$42.4K -809 -7%
SW
1069
SteelPeak Wealth
California
$591K +$323K +6,168 +121%
MFG
1070
Monte Financial Group
Connecticut
$590K +$12.4K +237 +2%
CYG
1071
Clean Yield Group
Vermont
$586K -$7.86K -150 -1%
FNBT
1072
FineMark National Bank & Trust
Florida
$585K +$22.1K +421 +4%
FA
1073
Faithward Advisors
Pennsylvania
$581K -$54.8K -1,149 -9%
IBOK
1074
Independence Bank of Kentucky
Kentucky
$580K +$563K +10,750 +3,308%
VCM
1075
Violich Capital Management
California
$580K +$99.5K +1,900 +21%