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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 %
WF
1276
Welch & Forbes
Massachusetts
$295K +$9.17K +175 +3%
RWP
1277
Ridgecrest Wealth Partners
California
$294K +$5.24K +100 +2%
KCM
1278
KRS Capital Management
Michigan
$294K +$147K +2,804 +100%
JAG
1279
Journey Advisory Group
Kentucky
$294K +$22.5K +430 +8%
CIA
1280
Capital Investment Advisors
Georgia
$293K +$59.4K +1,134 +25%
ECG
1281
Edge Capital Group
Georgia
$291K +$89.5K +1,708 +44%
SOS
1282
Silver Oak Securities
Tennessee
$290K +$290K +5,534 New
LA
1283
LVW Advisors
New York
$290K -$60.3K -1,151 -17%
PP
1284
Patten & Patten
Tennessee
$289K +$289K +5,520 New
VWA
1285
V Wealth Advisors
Kansas
$289K +$67.8K +1,294 +31%
TPW
1286
Transatlantique Private Wealth
New York
$288K -$52.1K -994 -15%
CWM
1287
Centurion Wealth Management
Virginia
$287K -$3.98K -76 -1%
BL
1288
Balentine LLC
Georgia
$287K -$224K -4,277 -44%
FMII
1289
Farmers & Merchants Investments Inc
Nebraska
$286K +$234K +4,461 +444%
AA
1290
Addison Advisors
Vermont
$286K -$1.83K -35 -0.6%
AWM
1291
Aberdeen Wealth Management
Illinois
$283K +$52 +1 +0%
SYBT
1292
Stock Yards Bank & Trust
Kentucky
$283K -$20.2K -386 -7%
CHAM
1293
Clear Harbor Asset Management
Connecticut
$283K +$283K +5,400 New
KTC
1294
Kistler-Tiffany Companies
Pennsylvania
$282K +$110K +2,109 +64%
IDBONY
1295
Israel Discount Bank of New York
New York
$282K +$282K +5,386 New
CDH
1296
Charles D. Hyman
$282K
AA
1297
ALPS Advisors
Colorado
$281K +$55.2K +1,054 +24%
CCM
1298
Cinctive Capital Management
New York
$281K +$281K +5,370 New
FA
1299
Fagan Associates
New York
$281K +$134K +2,555 +91%
Edgewood Management
1300
Edgewood Management
Connecticut
$281K -$136K -2,600 -33%