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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 %
TCM
1151
Twin Capital Management
Pennsylvania
$458K -$1.5M -28,571 -77%
BFM
1152
Boston Financial Management
Massachusetts
$457K -$11.3K -216 -2%
IIC
1153
Integrated Investment Consultants
Michigan
$455K +$129K +2,458 +40%
WWM
1154
Western Wealth Management
Colorado
$453K -$139K -2,662 -24%
BWA
1155
Bordeaux Wealth Advisors
California
$452K +$30.5K +583 +7%
AA
1156
Apriem Advisors
California
$452K -$32.9K -629 -7%
EMG
1157
ETF Managers Group
New Jersey
$451K +$6.71K +128 +2%
CWM
1158
Concentric Wealth Management
California
$448K -$1.83K -35 -0.4%
CFP
1159
Catalyst Financial Partners
Massachusetts
$445K +$99.2K +1,893 +29%
AIA
1160
Angeles Investment Advisors
California
$445K +$121K +2,318 +38%
AWA
1161
Arkadios Wealth Advisors
Georgia
$438K +$38.1K +727 +10%
PAI
1162
Pittenger & Anderson Inc
Nebraska
$433K +$315K +6,010 +265%
CFG
1163
Cooper Financial Group
California
$433K +$433K +8,264 New
DI
1164
DAGCO Inc
Ohio
$428K
HBT
1165
Hills Bank & Trust
Iowa
$426K +$334K +6,373 +363%
FCA
1166
FLC Capital Advisors
California
$425K +$78.6K +1,500 +23%
CAG
1167
Compass Advisory Group
New York
$424K +$5.34K +102 +1%
GIP
1168
Greatmark Investment Partners
Georgia
$423K -$136K -2,600 -24%
KFSC
1169
Keystone Financial Services (Colorado)
Colorado
$423K +$21.4K +409 +5%
JHCP
1170
Jackson Hole Capital Partners
Oklahoma
$422K +$256K +4,894 +155%
AC
1171
Abbrea Capital
California
$422K +$123K +2,345 +41%
MWAM
1172
Manhattan West Asset Management
California
$422K +$422K +8,052 New
IWM
1173
IHT Wealth Management
Illinois
$421K +$232K +4,428 +123%
NP
1174
Nilsine Partners
Colorado
$421K +$421K +8,033 New
LAM
1175
Lountzis Asset Management
Pennsylvania
$420K +$420K +8,019 New