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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 %
PP
1226
PDS Planning
Ohio
$411K +$14.4K +262 +4%
BIC
1227
Beach Investment Counsel
Pennsylvania
$411K
MSFS
1228
Main Street Financial Solutions
Pennsylvania
$411K +$55.2K +1,005 +16%
HHRDM
1229
H&H Retirement Design & Management
Nevada
$411K
BG
1230
Bahl & Gaynor
Ohio
$410K -$16.5K -301 -4%
VAG
1231
VisionPoint Advisory Group
Texas
$409K +$58.6K +1,067 +17%
CAM
1232
Cozad Asset Management
Illinois
$409K -$45.8K -834 -10%
CC
1233
Cannell & Co
New York
$408K
CWM
1234
Circle Wealth Management
New Jersey
$408K +$4.78K +87 +1%
RSVP
1235
Ramsay Stattman Vela & Price
Colorado
$406K -$1.41M -25,598 -78%
KA
1236
Keene & Associates
Texas
$405K +$29.4K +535 +8%
MG
1237
Mather Group
Illinois
$404K +$161K +2,936 +66%
T
1238
TOBAM
France
$404K -$32.3K -588 -7%
FMLI
1239
Fukoku Mutual Life Insurance
Japan
$403K
CCM
1240
Carlson Capital Management
Minnesota
$402K -$1.98K -36 -0.5%
CWS
1241
Cypress Wealth Services
California
$399K +$1.43K +26 +0.4%
CWP
1242
Curated Wealth Partners
California
$398K +$132K +2,408 +50%
IFA
1243
Index Fund Advisors
California
$397K -$2.75K -50 -0.7%
AT
1244
Arden Trust
Delaware
$396K -$37.5K -683 -9%
AFG
1245
Atomi Financial Group
New York
$395K +$395K +7,190 New
BC
1246
Bridgefront Capital
Texas
$395K +$395K +7,188 New
CW
1247
Connectus Wealth
Ohio
$394K +$4.39K +80 +1%
RPCONE
1248
Retirement Planning Company of New England
Rhode Island
$391K +$391K +7,131 New
MFA
1249
Mayflower Financial Advisors
Massachusetts
$388K +$127K +2,317 +49%
GPA
1250
Garrison Point Advisors
California
$387K -$2.75K -50 -0.7%