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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 %
MHR
1251
Matthew Hamilton Rosenberg
$330K +$2.62K +50 +0.8%
NB
1252
Nicolet Bankshares
Wisconsin
$325K +$39.2K +748 +14%
VCM
1253
Virtue Capital Management
Tennessee
$324K +$129K +2,546 +66%
TCM
1254
Traynor Capital Management
Pennsylvania
$320K +$37.3K +712 +13%
FLI
1255
Family Legacy Inc
South Carolina
$319K +$37.7K +719 +13%
EWP
1256
Elevation Wealth Partners
California
$315K +$315K +6,012 New
CCI
1257
Credit Capital Investments
New Jersey
$314K +$314K +6,000 New
PMFA
1258
Plante Moran Financial Advisors
Michigan
$313K -$1.62K -31 -0.5%
BAM
1259
Boyar Asset Management
New York
$311K +$135K +2,585 +77%
RWA
1260
Ropes Wealth Advisors
Massachusetts
$310K +$1.57K +30 +0.5%
CFO
1261
Colony Family Offices
North Carolina
$309K
HTC
1262
Haverford Trust Company
Pennsylvania
$308K +$126K +2,396 +69%
BP
1263
BBR Partners
New York
$307K +$307K +5,857 New
JLBC
1264
J.L. Bainbridge & Co
Florida
$306K -$14.3K -273 -4%
MW
1265
Marcum Wealth
Ohio
$305K +$124K +2,362 +68%
SWM
1266
Stockman Wealth Management
Montana
$304K +$138K +2,626 +82%
DI
1267
Diligent Investors
California
$303K +$31.4K +600 +12%
AMM
1268
American Money Management
California
$302K +$22.8K +435 +8%
ET
1269
Equitable Trust
Tennessee
$300K -$7.91K -151 -3%
MGWM
1270
Marks Group Wealth Management
Minnesota
$299K +$1.31K +25 +0.4%
PCP
1271
Proficio Capital Partners
Massachusetts
$299K -$44.2K -844 -13%
CB
1272
CNB Bank
Pennsylvania
$298K -$681 -13 -0.2%
JIC
1273
Joel Isaacson & Co
New York
$297K +$9.9K +189 +3%
RCM
1274
RNC Capital Management
California
$296K +$6.71K +128 +2%
CAM
1275
Columbia Asset Management
Michigan
$296K +$296K +5,645 New