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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 %
GLA
1301
Good Life Advisors
Pennsylvania
$280K +$61.6K +1,176 +28%
EWM
1302
Evermay Wealth Management
Virginia
$280K -$397K -7,573 -59%
SIA
1303
Soltis Investment Advisors
Utah
$279K +$279K +5,327 New
HCP
1304
Hexagon Capital Partners
Arkansas
$279K +$239K +4,568 +606%
BHBT
1305
Burke & Herbert Bank & Trust
Virginia
$278K
BMC
1306
Benin Management Corp
Connecticut
$278K +$136K +2,600 +96%
KAM
1307
Knightsbridge Asset Management
California
$277K +$105 +2 +0%
SIMG
1308
Sonora Investment Management Group
Arizona
$276K +$21.2K +405 +8%
KFS
1309
Kaizen Financial Strategies
California
$276K +$121K +2,307 +78%
BWA
1310
Brave Warrior Advisors
New York
$275K +$275K +5,250 New
SVWAG
1311
Sound View Wealth Advisors Group
Georgia
$275K +$25.9K +494 +10%
FWCM
1312
Ferguson Wellman Capital Management
Oregon
$275K -$10.5K -200 -4%
EW
1313
Enzi Wealth
Texas
$274K +$274K +5,193 New
CB
1314
Cadence Bank
Mississippi
$273K -$3.5M -66,780 -93%
GCP
1315
GSA Capital Partners
United Kingdom
$273K +$273K +5,215 New
WAS
1316
WESPAC Advisors SoCal
California
$273K
ACI
1317
Alpha Cubed Investments
California
$273K +$7.96K +152 +3%
NHT
1318
New Hampshire Trust
New Hampshire
$271K -$8.17K -156 -3%
BFS
1319
Bard Financial Services
Connecticut
$271K +$271K +5,175 New
SGCA
1320
Steel Grove Capital Advisors
Tennessee
$270K +$270K +5,155 New
APWM
1321
Atlas Private Wealth Management
New York
$269K +$43.9K +838 +20%
NRW
1322
Nova R Wealth
Kansas
$268K +$3.41K +65 +1%
EW
1323
Evoke Wealth
California
$267K +$122K +2,327 +84%
RWM
1324
Ritholtz Wealth Management
New York
$266K -$285K -5,448 -52%
FC
1325
Fusion Capital
South Carolina
$266K +$266K +5,086 New