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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 %
BA
1151
Bridge Advisory
California
$565K +$565K +9,976 New
SP
1152
Symmetry Partners
Connecticut
$565K
SC
1153
Sonen Capital
California
$563K -$142K -2,512 -20%
CA
1154
Carson Advisory
Georgia
$557K +$557K +9,822 New
LCM
1155
Logan Capital Management
Pennsylvania
$554K -$18.3K -323 -3%
EBT
1156
Enterprise Bank & Trust
Massachusetts
$548K +$548K +9,668 New
RWA
1157
Redmont Wealth Advisors
Illinois
$546K +$105K +1,857 +24%
MWC
1158
MBM Wealth Consultants
Missouri
$546K +$149K +2,546 +37%
PCM
1159
Penserra Capital Management
California
$545K +$465K +8,225 +580%
DWM
1160
Drive Wealth Management
Utah
$542K -$16.8K -296 -3%
WAM
1161
WNY Asset Management
New York
$539K +$117K +2,057 +28%
P
1162
Pitcairn
Pennsylvania
$538K +$32.6K +576 +6%
PP
1163
Patten & Patten
Tennessee
$533K +$220K +3,875 +70%
AF
1164
Advisornet Financial
Minnesota
$532K +$412K +7,264 +342%
WWM
1165
Western Wealth Management
Colorado
$531K +$41.1K +725 +8%
CM
1166
Castleark Management
Illinois
$531K
CAG
1167
Csenge Advisory Group
Florida
$529K +$23.2K +410 +5%
Wealth Enhancement Advisory Services
1168
Wealth Enhancement Advisory Services
Minnesota
$529K -$66.7K -1,176 -11%
BFS
1169
Bradley Foster & Sargent
Connecticut
$526K +$526K +9,287 New
FWP
1170
FAS Wealth Partners
Kansas
$525K +$28.8K +508 +6%
OFG
1171
Omega Financial Group
California
$525K +$4.59K +81 +0.9%
WJWM
1172
Williams Jones Wealth Management
New York
$524K -$1.34M -23,675 -72%
BF
1173
BOK Financial
Oklahoma
$524K -$1.08M -19,096 -67%
MA
1174
Modus Advisors
Minnesota
$524K +$524K +9,244 New
RCG
1175
Regatta Capital Group
California
$519K +$152K +2,681 +41%