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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 %
NBT
1201
Northwest Bank & Trust
Iowa
$485K +$485K +8,557 New
DGAM
1202
Desjardins Global Asset Management
Quebec, Canada
$485K -$225K -3,963 -32%
BCM
1203
Brookstone Capital Management
Illinois
$484K -$777K -13,677 -62%
SC
1204
Savant Capital
Illinois
$484K +$53.7K +948 +12%
FHC
1205
First Heartland Consultants
Missouri
$482K +$64.1K +1,130 +15%
MAM
1206
Meeder Asset Management
Ohio
$480K +$366K +6,453 +320%
AWM
1207
Axxcess Wealth Management
California
$480K +$262K +4,629 +121%
HHRDM
1208
H&H Retirement Design & Management
Nevada
$479K +$240K +4,000 +100%
IA
1209
Inspire Advisors
Idaho
$476K +$476K +8,398 New
GC
1210
Garde Capital
Washington
$474K +$24.4K +430 +5%
BCM
1211
Boltwood Capital Management
California
$472K +$19.6K +345 +4%
AA
1212
Apriem Advisors
California
$472K -$16.9K -298 -3%
BFM
1213
Boston Financial Management
Massachusetts
$471K -$23.2K -409 -5%
CAM
1214
Cozad Asset Management
Illinois
$469K -$48.6K -858 -9%
ORC
1215
O'Rourke & Company
Massachusetts
$468K +$468K +8,265 New
BWA
1216
Bordeaux Wealth Advisors
California
$466K -$22.9K -404 -5%
DI
1217
DAGCO Inc
Ohio
$463K
PWPS
1218
Pinnacle Wealth Planning Services
Ohio
$462K -$962K -16,977 -68%
CFG
1219
Cooper Financial Group
California
$461K -$7.37K -130 -2%
CAG
1220
Compass Advisory Group
New York
$459K
JHCP
1221
Jackson Hole Capital Partners
Oklahoma
$457K
RA
1222
RFG Advisory
Alabama
$455K +$14.5K +256 +3%
CI
1223
Cavalier Investments
Georgia
$454K +$28.1K +495 +7%
T
1224
TOBAM
France
$450K
SM
1225
Sweeney & Michel
California
$448K