SCHW icon

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 %
RIM
1201
RW Investment Management
Idaho
$391K +$5.24K +100 +1%
AIM
1202
Athena Investment Management
California
$391K
WAM
1203
WNY Asset Management
New York
$390K +$69.7K +1,330 +22%
CIC
1204
Crawford Investment Counsel
Georgia
$390K +$120K +2,288 +44%
SPI
1205
Sutton Place Investors
New York
$389K -$5.03K -96 -1%
FHC
1206
First Heartland Consultants
Missouri
$386K +$386K +7,367 New
FMLI
1207
Fukoku Mutual Life Insurance
Japan
$385K -$23.8K -455 -6%
CQS
1208
Credential Qtrade Securities
$384K +$90.9K +1,735 +31%
BFA
1209
Bragg Financial Advisors
North Carolina
$384K -$1.73K -33 -0.4%
FT
1210
Fiduciary Trust
Massachusetts
$383K -$574K -10,962 -60%
NB
1211
NBT Bank
New York
$382K +$21.2K +405 +6%
PCM
1212
Pointe Capital Management
Michigan
$381K +$106K +2,025 +39%
II
1213
Inspire Investing
Idaho
$381K +$165K +3,158 +77%
V
1214
ViaWealth
Kansas
$379K +$124K +2,375 +49%
CWM
1215
Circle Wealth Management
New Jersey
$379K +$127K +2,425 +50%
IFA
1216
Index Fund Advisors
California
$379K +$71.8K +1,371 +23%
CCM
1217
Carlson Capital Management
Minnesota
$379K +$184K +3,510 +94%
RCAG
1218
Rehmann Capital Advisory Group
Michigan
$378K +$50.5K +964 +15%
PCS
1219
Personal CFO Solutions
New Jersey
$377K +$29K +554 +8%
GPA
1220
Garrison Point Advisors
California
$376K
EFS
1221
Essex Financial Services
Connecticut
$376K +$215K +4,098 +133%
GCM
1222
Graham Capital Management
Connecticut
$373K +$101K +1,929 +37%
SM
1223
Sweeney & Michel
California
$373K +$373K +6,835 New
SIA
1224
Schechter Investment Advisors
Michigan
$369K -$747K -14,256 -67%
IAIM
1225
International Assets Investment Management
Florida
$363K +$213K +4,068 +142%