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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 %
BIC
1251
Beach Investment Counsel
Pennsylvania
$424K -$20.5K -362 -5%
RWM
1252
Ritholtz Wealth Management
New York
$424K +$135K +2,388 +47%
RWB
1253
RMR Wealth Builders
New Jersey
$423K +$56.1K +989 +15%
SCM
1254
Stevens Capital Management
Pennsylvania
$423K +$423K +7,465 New
EI
1255
Ellevest Inc
New York
$423K +$149K +2,622 +54%
CC
1256
Cannell & Co
New York
$421K -$829K -14,625 -66%
T
1257
TRUADVICE
Florida
$420K +$420K +6,501 New
CCM
1258
Carlson Capital Management
Minnesota
$417K +$6.97K +123 +2%
FMLI
1259
Fukoku Mutual Life Insurance
Japan
$416K
CWM
1260
Circle Wealth Management
New Jersey
$416K +$6.01K +106 +1%
BFA
1261
Bragg Financial Advisors
North Carolina
$416K
IFA
1262
Index Fund Advisors
California
$413K +$2.83K +50 +0.7%
RCAG
1263
Rehmann Capital Advisory Group
Michigan
$412K +$3.06K +54 +0.7%
PMFA
1264
Plante Moran Financial Advisors
Michigan
$411K +$72.7K +1,283 +21%
PP
1265
PDS Planning
Ohio
$410K +$136K +2,403 +50%
GPA
1266
Garrison Point Advisors
California
$403K -$4.53K -80 -1%
CW
1267
Connectus Wealth
Ohio
$403K -$3.54M -62,369 -90%
SBIA
1268
Sheaff Brock Investment Advisors
Indiana
$402K -$297K -5,243 -43%
IAIM
1269
International Assets Investment Management
Florida
$395K +$2.04K +36 +0.5%
KFS
1270
Kaizen Financial Strategies
California
$393K +$84.9K +1,453 +28%
AC
1271
Abbrea Capital
California
$392K -$64.9K -1,145 -14%
PO
1272
Private Ocean
California
$392K -$137K -2,417 -26%
OIM
1273
Orca Investment Management
Oregon
$391K
AGC
1274
Aspen Grove Capital
Colorado
$389K +$389K +6,863 New
ACM
1275
Arcataur Capital Management
Wisconsin
$389K +$389K +6,858 New