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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 %
OPCM
1151
Osborne Partners Capital Management
California
$524K -$61.7K -1,123 -11%
NO
1152
Ninety One
South Africa
$523K -$67K -1,221 -11%
RCG
1153
Regatta Capital Group
California
$518K +$15.9K +289 +3%
SB
1154
Strategic Blueprint
Georgia
$517K +$17.6K +320 +4%
PCS
1155
Personal CFO Solutions
New Jersey
$516K +$91.4K +1,665 +22%
TPCW
1156
TD Private Client Wealth
New York
$515K +$32.2K +586 +7%
CM
1157
Castleark Management
Illinois
$514K
AI
1158
Atom Investors
Texas
$512K +$512K +9,334 New
KFP
1159
KMG Fiduciary Partners
Ohio
$507K +$21.7K +396 +4%
OFG
1160
Omega Financial Group
California
$506K -$1.81K -33 -0.4%
MW
1161
Marcum Wealth
Ohio
$502K +$203K +3,691 +68%
HBT
1162
Heartland Bank & Trust
Illinois
$501K +$6.31K +115 +1%
SBIA
1163
Sheaff Brock Investment Advisors
Indiana
$499K +$110K +2,000 +28%
EFS
1164
Essex Financial Services
Connecticut
$497K +$21.1K +384 +4%
CL
1165
Choreo LLC
Illinois
$495K +$20.9K +380 +4%
HAI
1166
Hennessy Advisors Inc
California
$494K -$329K -6,000 -40%
KA
1167
Kearns & Associates
California
$494K
TCM
1168
Traynor Capital Management
Pennsylvania
$494K +$6.64K +121 +1%
OPA
1169
Old Port Advisors
Maine
$493K +$493K +8,977 New
FWP
1170
FAS Wealth Partners
Kansas
$493K -$16K -292 -3%
OAM
1171
Ostrum Asset Management
France
$492K -$685K -12,476 -58%
KWM
1172
Keebeck Wealth Management
Illinois
$486K -$55 -1 -0%
WQ
1173
Wealth Quarterback
New Jersey
$485K -$80K -1,457 -14%
FWM
1174
Finer Wealth Management
Massachusetts
$484K +$484K +8,824 New
RCAG
1175
Rehmann Capital Advisory Group
Michigan
$483K +$84.4K +1,537 +21%