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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 %
MCI
1076
MRP Capital Investments
Georgia
$580K +$71.1K +1,358 +14%
PVH
1077
Psagot Value Holdings
Israel
$577K +$395K +7,600 +217%
CSC
1078
Cove Street Capital
California
$576K +$576K +11,000 New
XSC
1079
X-Square Capital
Puerto Rico
$574K +$574K +10,950 New
ZIG
1080
Zullo Investment Group
Pennsylvania
$573K +$161K +3,081 +39%
RGF
1081
Retirement Guys Formula
Ohio
$572K +$572K +10,924 New
LWAM
1082
Legacy Wealth Asset Management
Minnesota
$572K -$1.89K -36 -0.3%
PL
1083
Perpetual Ltd
Australia
$570K +$570K +10,891 New
LIM
1084
Leavell Investment Management
Alabama
$568K +$568K +10,847 New
1832 Asset Management
1085
1832 Asset Management
Ontario, Canada
$568K
KWM
1086
Kingsview Wealth Management
Oregon
$564K +$371K +7,073 +191%
SIM
1087
Sentry Investment Management
Wisconsin
$564K +$3.67K +70 +0.7%
IWA
1088
Intercontinental Wealth Advisors
Texas
$562K +$562K +10,725 New
HR
1089
Hardy Reed
Mississippi
$559K -$7.7K -147 -1%
IIM
1090
Intact Investment Management
Quebec, Canada
$555K -$168K -3,200 -23%
TFA
1091
Tranquilli Financial Advisor
New Jersey
$555K +$181K +3,447 +48%
ICG
1092
InterOcean Capital Group
Tennessee
$552K +$173K +3,300 +46%
MIM
1093
Moseley Investment Management
Florida
$552K +$3.14K +60 +0.6%
GLR
1094
Great Lakes Retirement
Ohio
$552K +$44.5K +850 +9%
Wealth Enhancement Advisory Services
1095
Wealth Enhancement Advisory Services
Minnesota
$551K +$551K +10,516 New
OPWM
1096
Oxinas Partners Wealth Management
Indiana
$550K +$550K +10,509 New
MGIA
1097
Moneta Group Investment Advisors
Missouri
$548K +$239K +4,561 +77%
CA
1098
Capital Advantage
California
$548K +$17.3K +345 +3%
KJWM
1099
Kiley Juergens Wealth Management
Washington
$547K +$210 +4 +0%
IAN
1100
Integrated Advisors Network
Texas
$547K -$223K -4,257 -29%