SCHW icon

Charles Schwab

1,726 hedge funds and large institutions have $80.4B invested in Charles Schwab in 2023 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 742 increasing their positions, 629 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,726
Holders Change
-37
Holders Change %
-2.1%
% of All Funds
27.52%
Holding in Top 10
57
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.93%
% of All Funds
0.91%
New
144
Increased
742
Reduced
629
Closed
157
Calls
$1.71B
Puts
$1.86B
Net Calls
-$151M
Net Calls Change
+$96.5M
Name Holding Trade Value Shares
Change
Shares
Change %
UAM
1126
UAS Asset Management
New York
$549K +$549K +10,000 New
CC
1127
Corton Capital
Ontario, Canada
$548K -$700K -12,752 -56%
BA
1128
Bridge Advisory
California
$548K
SP
1129
Symmetry Partners
Connecticut
$547K
GCP
1130
GSA Capital Partners
United Kingdom
$547K +$547K +9,970 New
GLA
1131
Good Life Advisors
Pennsylvania
$547K -$60.9K -1,109 -10%
CI
1132
CX Institutional
Indiana
$546K +$47.5K +866 +10%
EA
1133
Emerald Advisers
Pennsylvania
$546K -$254K -4,627 -32%
SC
1134
Sonen Capital
California
$546K
JWM
1135
Jupiter Wealth Management
Colorado
$544K
PL
1136
Perpetual Ltd
Australia
$542K -$6.37K -116 -1%
GCP
1137
Garda Capital Partners
Minnesota
$542K +$542K +9,877 New
WWM
1138
Western Wealth Management
Colorado
$542K +$27.7K +504 +5%
GFG
1139
Greystone Financial Group
Michigan
$541K -$3.12M -56,750 -85%
HWA
1140
HCR Wealth Advisors
California
$541K -$301K -5,489 -36%
CA
1141
Carson Advisory
Georgia
$539K
FCFC
1142
First Commonwealth Financial Corp
Pennsylvania
$535K +$535K +9,752 New
LCM
1143
Logan Capital Management
Pennsylvania
$534K -$2.47K -45 -0.5%
BWAM
1144
Boyd Watterson Asset Management
Ohio
$533K +$48.6K +886 +10%
CYG
1145
Clean Yield Group
Vermont
$532K
CQS
1146
Credential Qtrade Securities
$530K +$38.8K +706 +8%
ORC
1147
O'Rourke & Company
Massachusetts
$529K +$74.9K +1,364 +17%
BFS
1148
Bradley Foster & Sargent
Connecticut
$526K
EBT
1149
Enterprise Bank & Trust
Massachusetts
$526K -$5.11K -93 -1%
DAM
1150
Doheny Asset Management
California
$525K -$82.3K -1,500 -14%