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 %
PGWM
1101
Pitti Group Wealth Management
New York
$544K +$544K +10,385 New
HBT
1102
Heartland Bank & Trust
Illinois
$540K -$154K -2,935 -22%
RCG
1103
Regatta Capital Group
California
$539K
IF
1104
Ironwood Financial
Arizona
$535K +$58.1K +1,110 +12%
QCM
1105
Qsemble Capital Management
New York
$534K +$534K +10,200 New
WP
1106
Westmount Partners
California
$534K +$284K +5,426 +114%
LCM
1107
Logan Capital Management
Pennsylvania
$529K
BCM
1108
Bluefin Capital Management
New York
$524K
HAI
1109
Hennessy Advisors Inc
California
$524K +$524K +10,000 New
PM
1110
Plustick Management
Virginia
$524K +$524K +10,000 New
LFCM
1111
Long Focus Capital Management
Puerto Rico
$524K +$524K +10,000 New
JWM
1112
Jupiter Wealth Management
Colorado
$524K +$524K +10,000 New
CWAG
1113
Compton Wealth Advisory Group
Virginia
$523K +$523K +9,983 New
SP
1114
Symmetry Partners
Connecticut
$522K
BCM
1115
Birch Capital Management
Texas
$522K +$522K +9,961 New
SRC
1116
Sage Rhino Capital
California
$518K -$39.1K -747 -7%
DWM
1117
Drive Wealth Management
Utah
$516K +$516K +9,858 New
HI
1118
Horizon Investments
North Carolina
$513K -$323K -6,207 -39%
GVAG
1119
Great Valley Advisor Group
Delaware
$512K +$512K +9,774 New
TPCW
1120
TD Private Client Wealth
New York
$502K -$3.33M -63,558 -87%
LWM
1121
Lyell Wealth Management
California
$494K +$52 +1 +0%
VA
1122
Valmark Advisers
Ohio
$493K +$493K +9,408 New
SRWM
1123
Shira Ridge Wealth Management
California
$492K
CM
1124
Castleark Management
Illinois
$490K -$15.6M -297,185 -97%
SC
1125
Skylands Capital
Wisconsin
$490K +$490K +9,350 New