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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 %
KCM
1276
KRS Capital Management
Michigan
$345K +$4.83K +88 +1%
GL
1277
Graypoint LLC
New York
$345K +$69.4K +1,265 +25%
AGWCA
1278
Annis Gardner Whiting Capital Advisors
Florida
$344K +$344K +6,262 New
PBK
1279
Peoples Bank (Kansas)
Kansas
$343K +$343K +6,245 New
BWM
1280
Baron Wealth Management
Michigan
$343K +$6.48K +118 +2%
RVPG
1281
Relative Value Partners Group
$341K +$341K +6,214 New
AC
1282
Abbrea Capital
California
$340K -$40.2K -731 -11%
TSWM
1283
Triangle Securities Wealth Management
North Carolina
$339K +$6.04K +110 +2%
UBG
1284
United Bank (Georgia)
Georgia
$338K +$65.1K +1,185 +24%
SGCA
1285
Steel Grove Capital Advisors
Tennessee
$336K +$7.74K +141 +2%
AWAP
1286
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$336K
EWA
1287
Encompass Wealth Advisors
Oregon
$329K
SPC
1288
Sigma Planning Corp
Michigan
$326K -$397K -7,225 -55%
BAM
1289
Boyar Asset Management
New York
$326K
APWM
1290
Atlas Private Wealth Management
New York
$323K +$29K +528 +10%
TCM
1291
Triumph Capital Management
Colorado
$320K -$416K -7,573 -57%
NHT
1292
New Hampshire Trust
New Hampshire
$319K +$29.6K +539 +10%
WAS
1293
WESPAC Advisors SoCal
California
$319K +$32.9K +600 +12%
FPWM
1294
FSB Premier Wealth Management
Iowa
$318K +$63.2K +1,151 +25%
DI
1295
Diligent Investors
California
$318K
CWM
1296
Cornerstone Wealth Management
Missouri
$317K +$57.1K +1,040 +22%
IWP
1297
Icon Wealth Partners
Texas
$316K -$25.3K -460 -7%
PI
1298
PFG Investments
New York
$316K +$82.8K +1,508 +36%
SG
1299
StoneX Group
New York
$316K +$20.8K +378 +7%
SHGA
1300
Sand Hill Global Advisors
California
$316K