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 %
BFO
1226
Biltmore Family Office
North Carolina
$363K +$76.4K +1,459 +27%
OIM
1227
Orca Investment Management
Oregon
$361K
GBT
1228
Grove Bank & Trust
Florida
$357K -$92.5K -1,765 -21%
SHGA
1229
Sand Hill Global Advisors
California
$357K +$52.4K +1,000 +17%
AMBIA
1230
Allen Mooney & Barnes Investment Advisors
Georgia
$354K -$41.9K -799 -11%
FB
1231
Fulton Bank
Pennsylvania
$354K -$410K -7,832 -54%
SAF
1232
Smith Anglin Financial
Texas
$354K +$354K +6,751 New
IWP
1233
Icon Wealth Partners
Texas
$346K +$346K +6,606 New
ST
1234
Smithfield Trust
Pennsylvania
$345K +$68.1K +1,289 +25%
TSWM
1235
Triangle Securities Wealth Management
North Carolina
$342K +$56.8K +1,085 +20%
Fiera Capital (Canada)
1236
Fiera Capital (Canada)
Quebec, Canada
$340K -$16.4K -314 -5%
KTA
1237
Keeley-Teton Advisors
Illinois
$340K +$340K +6,488 New
TFA
1238
Trinity Financial Advisors
Ohio
$339K +$339K +6,481 New
RWB
1239
RMR Wealth Builders
New Jersey
$339K -$3.77K -72 -1%
AWA
1240
Alta Wealth Advisors
Massachusetts
$337K +$337K +6,442 New
EL
1241
Essex LLC
Illinois
$337K
VCP
1242
Verus Capital Partners
Arizona
$334K +$334K +6,379 New
WI
1243
Wintrust Investments
Illinois
$333K +$4.71K +90 +1%
TC
1244
TAGStone Capital
North Carolina
$332K +$6.28K +120 +2%
FANJ
1245
Financial Architects (New Jersey)
New Jersey
$331K +$181K +3,452 +120%
LCWP
1246
Legacy Capital Wealth Partners
Arkansas
$331K +$331K +6,324 New
MSFS
1247
Main Street Financial Solutions
Pennsylvania
$331K +$31.4K +600 +11%
QPWM
1248
Quadrant Private Wealth Management
Pennsylvania
$330K -$2.31K -44 -0.7%
PWM
1249
Prosperity Wealth Management
California
$330K +$187K +3,566 +130%
AT
1250
Arden Trust
Delaware
$330K -$256K -4,883 -44%