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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 %
PO
1126
Private Ocean
California
$489K -$258K -4,923 -35%
RCM
1127
Radnor Capital Management
Pennsylvania
$486K +$139K +2,665 +40%
HH
1128
HWG Holdings
Texas
$483K -$27.2K -520 -5%
NAS
1129
Nicolet Advisory Services
Wisconsin
$483K +$286K +5,788 +144%
MSS
1130
Mitchell Sinkler & Starr
Pennsylvania
$482K +$335K +6,387 +227%
OFG
1131
Omega Financial Group
California
$481K +$1.68K +32 +0.3%
IG
1132
ING Group
Netherlands
$480K -$3.75M -71,677 -89%
CAM
1133
Cozad Asset Management
Illinois
$478K -$6.29K -120 -1%
KA
1134
Kearns & Associates
California
$471K
AWM
1135
Avondale Wealth Management
Texas
$471K +$471K +9,000 New
CAG
1136
Csenge Advisory Group
Florida
$468K -$328K -6,270 -41%
LA
1137
Latitude Advisors
Florida
$468K +$134K +2,559 +40%
P
1138
Pitcairn
Pennsylvania
$467K -$47.1K -900 -9%
Los Angeles Capital Management
1139
Los Angeles Capital Management
California
$466K -$9.17K -175 -2%
Point72 Asset Management
1140
Point72 Asset Management
Connecticut
$466K +$466K +8,888 New
LC
1141
Lindbrook Capital
California
$464K +$261K +4,985 +128%
SWRP
1142
Summit Wealth & Retirement Planning
California
$464K +$464K +8,864 New
CWMU
1143
Caliber Wealth Management (Utah)
Utah
$464K -$582K -11,106 -56%
PWM
1144
Peterson Wealth Management
Nevada
$463K +$463K +8,845 New
LOAMS
1145
Lombard Odier Asset Management (Switzerland)
Switzerland
$463K -$13.1M -249,924 -97%
SFS
1146
Sowell Financial Services
Arkansas
$463K -$516K -9,845 -53%
NL
1147
Navalign LLC
California
$461K +$28.2K +538 +7%
VSQM
1148
V-Square Quantitative Management
Illinois
$459K +$459K +8,764 New
IAIM
1149
Industrial Alliance Investment Management
Quebec, Canada
$459K -$770K -14,697 -63%
FWP
1150
FAS Wealth Partners
Kansas
$459K +$459K +8,758 New