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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 %
OPCM
1126
Osborne Partners Capital Management
California
$605K -$35.6K -628 -6%
CWAG
1127
Compton Wealth Advisory Group
Virginia
$604K +$37.7K +665 +7%
DT
1128
Diversified Trust
Tennessee
$602K -$124K -2,183 -17%
ICG
1129
InterOcean Capital Group
Tennessee
$597K -$113 -2 -0%
MIM
1130
Moseley Investment Management
Florida
$597K +$57 +1 +0%
GAG
1131
GM Advisory Group
New York
$596K -$496K -8,750 -45%
WCM
1132
Washburn Capital Management
Florida
$593K +$593K +10,464 New
HI
1133
Horizon Investments
North Carolina
$592K +$36.3K +643 +7%
CGH
1134
CMG Global Holdings
Texas
$592K +$592K +10,436 New
KJWM
1135
Kiley Juergens Wealth Management
Washington
$591K -$510 -9 -0.1%
BAM
1136
Berkshire Asset Management
Pennsylvania
$587K +$155K +2,735 +36%
AO
1137
Advisor OS
Illinois
$584K +$584K +10,301 New
WQ
1138
Wealth Quarterback
New Jersey
$583K +$583K +10,285 New
RA
1139
Royce & Associates
New York
$582K -$249K -4,401 -30%
CYG
1140
Clean Yield Group
Vermont
$580K -$53.3K -940 -8%
MSS
1141
Mitchell Sinkler & Starr
Pennsylvania
$577K +$55.5K +980 +11%
VA
1142
Valmark Advisers
Ohio
$574K +$41.2K +727 +8%
BWP
1143
Balboa Wealth Partners
Arizona
$573K -$612K -10,797 -52%
FFA
1144
Fairfield Financial Advisors
Massachusetts
$573K -$400K -7,056 -41%
IF
1145
Ironwood Financial
Arizona
$568K -$11.1K -196 -2%
WP
1146
Westmount Partners
California
$568K -$9.41K -166 -2%
TCBWMS
1147
Texas Capital Bank Wealth Management Services
Texas
$568K +$568K +10,015 New
JWM
1148
Jupiter Wealth Management
Colorado
$567K
EL
1149
EMFO LLC
Florida
$567K +$283K +5,000 +100%
PL
1150
Perpetual Ltd
Australia
$566K -$50.9K -898 -8%