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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 %
BCM
1176
Boltwood Capital Management
California
$418K +$418K +7,982 New
MWC
1177
MBM Wealth Consultants
Missouri
$417K
T
1178
TOBAM
France
$416K +$188K +3,580 +82%
GC
1179
Garde Capital
Washington
$415K +$90.1K +1,721 +28%
CL
1180
Choreo LLC
Illinois
$415K +$134K +2,562 +48%
BTW
1181
Boston Trust Walden
Massachusetts
$414K +$120K +2,295 +41%
HI
1182
Harbour Investments
Wisconsin
$414K +$58.1K +1,109 +16%
BIC
1183
Beach Investment Counsel
Pennsylvania
$411K
MWA
1184
Monograph Wealth Advisors
California
$410K -$2.25K -43 -0.5%
AFG
1185
Albion Financial Group
Utah
$409K
RWA
1186
Redmont Wealth Advisors
Illinois
$407K +$407K +7,773 New
RA
1187
RFG Advisory
Alabama
$407K +$134K +2,563 +49%
BFEC
1188
Benjamin F. Edwards & Company
Missouri
$407K +$117K +2,226 +40%
Nomura Holdings
1189
Nomura Holdings
Japan
$406K +$391K +7,468 +2,584%
APP
1190
Avantax Planning Partners
Iowa
$405K +$141K +2,697 +54%
OPA
1191
Old Port Advisors
Maine
$400K +$266K +5,144 +198%
BAM
1192
Berkshire Asset Management
Pennsylvania
$399K +$399K +7,622 New
BG
1193
Bahl & Gaynor
Ohio
$399K -$18K -344 -4%
PG
1194
Proffitt & Goodson
Tennessee
$399K +$399K +7,611 New
SC
1195
Savant Capital
Illinois
$398K +$101K +1,930 +34%
NO
1196
Ninety One
South Africa
$396K -$128K -2,449 -24%
FIM
1197
Freedom Investment Management
Connecticut
$396K +$22.7K +433 +6%
BIP
1198
Blueprint Investment Partners
North Carolina
$396K +$20.8K +397 +6%
BFA
1199
Buttonwood Financial Advisors
Maryland
$395K +$216K +4,128 +121%
CI
1200
Cavalier Investments
Georgia
$393K +$21.7K +414 +6%