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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 %
KA
1276
Keene & Associates
Texas
$387K +$126K +2,225 +48%
GBT
1277
Grove Bank & Trust
Florida
$383K -$3.74K -66 -1%
RI
1278
Ridgewood Investments
New Jersey
$383K +$192K +3,387 +101%
PFBT
1279
Parkside Financial Bank & Trust
Missouri
$382K +$147K +2,597 +63%
WAM
1280
Wolverine Asset Management
Illinois
$382K -$2.69M -47,384 -88%
FT
1281
Fiduciary Trust
Massachusetts
$379K -$35K -618 -8%
BTW
1282
Boston Trust Walden
Massachusetts
$373K -$75.4K -1,330 -17%
DWM
1283
Defined Wealth Management
Oregon
$369K +$369K +6,503 New
Fiera Capital (Canada)
1284
Fiera Capital (Canada)
Quebec, Canada
$368K
MSFS
1285
Main Street Financial Solutions
Pennsylvania
$367K +$9.18K +162 +3%
AAIS
1286
ABN AMRO Investment Solutions
$367K -$34.3M -604,957 -99%
SF
1287
Summit Financial
New Jersey
$365K +$104K +1,843 +40%
MWM
1288
Meridian Wealth Management
Kentucky
$365K +$365K +6,436 New
AFC
1289
AFT Forsyth & Company
Florida
$362K +$362K +6,390 New
VAG
1290
VisionPoint Advisory Group
Texas
$362K +$362K +6,383 New
QPWM
1291
Quadrant Private Wealth Management
Pennsylvania
$362K +$4.31K +76 +1%
TC
1292
TAGStone Capital
North Carolina
$361K +$1.64K +29 +0.5%
ACP
1293
Aveo Capital Partners
Colorado
$355K +$355K +6,257 New
IWP
1294
Icon Wealth Partners
Texas
$353K -$21.7K -382 -6%
KCM
1295
KRS Capital Management
Michigan
$352K +$33.9K +598 +11%
RSWM
1296
Robertson Stephens Wealth Management
California
$350K -$331K -5,848 -49%
FLI
1297
Family Legacy Inc
South Carolina
$349K +$4.48K +79 +1%
SIA
1298
Schechter Investment Advisors
Michigan
$348K -$51.2K -903 -13%
FANJ
1299
Financial Architects (New Jersey)
New Jersey
$347K -$11.1K -195 -3%
AWAP
1300
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$347K +$66.7K +1,177 +24%