SCHW icon

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 %
TCM
1201
Twin Capital Management
Pennsylvania
$439K -$35.8K -652 -8%
BCM
1202
Boltwood Capital Management
California
$437K -$19.8K -360 -4%
VCM
1203
Virtue Capital Management
Tennessee
$436K
AFG
1204
Albion Financial Group
Utah
$434K +$5.49K +100 +1%
DGAM
1205
Desjardins Global Asset Management
Quebec, Canada
$434K -$36.2K -659 -8%
AA
1206
Apriem Advisors
California
$433K -$24.2K -440 -5%
HI
1207
Harbour Investments
Wisconsin
$430K -$54.1K -986 -11%
MWA
1208
Monograph Wealth Advisors
California
$429K
CGH
1209
CMG Global Holdings
Texas
$429K -$144K -2,625 -25%
LCWP
1210
Legacy Capital Wealth Partners
Arkansas
$428K +$428K +7,795 New
QP
1211
Quilter Plc
United Kingdom
$427K
AIM
1212
Athena Investment Management
California
$423K
NB
1213
NBT Bank
New York
$423K +$1.04K +19 +0.2%
JF
1214
Jump Financial
Illinois
$421K +$421K +7,677 New
PCM
1215
Pointe Capital Management
Michigan
$420K +$1.81K +33 +0.4%
Two Sigma Investments
1216
Two Sigma Investments
New York
$417K -$82.8M -1,509,054 -99%
SSWM
1217
Sheets Smith Wealth Management
North Carolina
$416K +$933 +17 +0.2%
WI
1218
Wintrust Investments
Illinois
$416K +$80.3K +1,463 +24%
HH
1219
Hilltop Holdings
Texas
$416K -$662K -12,059 -61%
AIA
1220
Angeles Investment Advisors
California
$415K -$3.68K -67 -0.9%
KWA
1221
KCS Wealth Advisory
California
$413K -$6.97K -127 -2%
FT
1222
Fiduciary Trust
Massachusetts
$413K +$45.6K +830 +12%
RIM
1223
RW Investment Management
Idaho
$413K -$2.75K -50 -0.7%
CAG
1224
Csenge Advisory Group
Florida
$412K -$100K -1,830 -20%
SPI
1225
Sutton Place Investors
New York
$412K +$823 +15 +0.2%