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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 %
SBH
1101
Segall Bryant & Hamill
Illinois
$636K -$8.45K -149 -1%
MC
1102
Matisse Capital
Oregon
$632K +$632K +11,145 New
ZIMP
1103
Zimmermann Investment Management & Planning
Pennsylvania
$631K -$222K -3,912 -26%
LGA
1104
Lebenthal Global Advisors
New York
$630K +$630K +11,119 New
CA
1105
Capital Advantage
California
$630K -$3.47K -60 -0.5%
FCAG
1106
First Capital Advisors Group
New Jersey
$630K -$16.8K -296 -3%
SM
1107
Sciencast Management
New Jersey
$630K +$630K +11,011 New
DBIA
1108
Dumont & Blake Investment Advisors
New Jersey
$629K +$629K +11,099 New
VCM
1109
Violich Capital Management
California
$628K
NL
1110
Navalign LLC
California
$628K +$129K +2,280 +26%
GLA
1111
Good Life Advisors
Pennsylvania
$627K +$324K +5,714 +107%
DAM
1112
Doheny Asset Management
California
$627K -$136K -2,406 -18%
V
1113
ViaWealth
Kansas
$622K +$212K +3,742 +52%
KPWS
1114
Kestra Private Wealth Services
Texas
$619K -$40.5K -715 -6%
WPC
1115
Wedmont Private Capital
Pennsylvania
$618K -$884K -15,104 -59%
LWAM
1116
Legacy Wealth Asset Management
Minnesota
$616K -$3.12K -55 -0.5%
MWAM
1117
Manhattan West Asset Management
California
$615K +$158K +2,790 +35%
1832 Asset Management
1118
1832 Asset Management
Ontario, Canada
$614K
SRWM
1119
Shira Ridge Wealth Management
California
$613K +$80.8K +1,426 +15%
UCB
1120
United Community Bank
South Carolina
$612K +$612K +10,790 New
B
1121
Bridgeworth
Alabama
$612K +$612K +10,790 New
ECG
1122
Edge Capital Group
Georgia
$611K +$296K +5,220 +94%
SIM
1123
Sentry Investment Management
Wisconsin
$610K
NO
1124
Ninety One
South Africa
$609K +$180K +3,179 +42%
SAM
1125
Seelaus Asset Management
New Jersey
$609K +$609K +10,743 New