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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 %
TFA
1226
Trinity Financial Advisors
Ohio
$448K +$80.4K +1,418 +22%
AT
1227
Arden Trust
Delaware
$447K +$90.5K +1,598 +25%
MWA
1228
Monograph Wealth Advisors
California
$443K -$964 -17 -0.2%
AFG
1229
Albion Financial Group
Utah
$443K
OPWM
1230
Oxinas Partners Wealth Management
Indiana
$442K -$153K -2,703 -26%
AWA
1231
Arkadios Wealth Advisors
Georgia
$442K -$31.4K -554 -7%
BG
1232
Bahl & Gaynor
Ohio
$441K +$9.01K +159 +2%
PCS
1233
Personal CFO Solutions
New Jersey
$438K +$29.8K +525 +7%
AIM
1234
Athena Investment Management
California
$437K +$14.2K +250 +3%
PI
1235
PFS Investments
Georgia
$436K +$130K +2,301 +43%
VCM
1236
Virtue Capital Management
Tennessee
$436K +$73.4K +1,294 +20%
NB
1237
NBT Bank
New York
$435K +$22.5K +397 +5%
KWA
1238
KCS Wealth Advisory
California
$434K +$434K +7,658 New
OCBCO
1239
Oversea-Chinese Banking Corp (OCBC)
Singapore
$434K +$434K +7,588 New
AIA
1240
Angeles Investment Advisors
California
$432K -$49.4K -871 -10%
PCM
1241
Pointe Capital Management
Michigan
$432K +$19.6K +346 +5%
FIM
1242
Freedom Investment Management
Connecticut
$431K +$3K +53 +0.7%
SSWM
1243
Sheets Smith Wealth Management
North Carolina
$429K -$1.27M -22,397 -75%
RIM
1244
RW Investment Management
Idaho
$429K +$5.67K +100 +1%
MTIM
1245
Marathon Trading Investment Management
Pennsylvania
$428K -$4.2M -74,165 -91%
KWA
1246
Kingswood Wealth Advisors
California
$427K +$427K +7,540 New
BMCM
1247
Black Maple Capital Management
Wisconsin
$425K -$1.69M -29,800 -80%
CWS
1248
Cypress Wealth Services
California
$425K +$175K +2,988 +70%
QP
1249
Quilter Plc
United Kingdom
$425K +$425K +428 New
SPI
1250
Sutton Place Investors
New York
$424K +$3.63K +64 +0.9%