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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 %
BWM
1301
Baron Wealth Management
Michigan
$347K +$347K +6,124 New
WI
1302
Wintrust Investments
Illinois
$347K -$14.2K -250 -4%
FA
1303
Fagan Associates
New York
$347K +$42.5K +750 +14%
CHAM
1304
Clear Harbor Asset Management
Connecticut
$346K +$40.4K +712 +13%
MGWM
1305
Marks Group Wealth Management
Minnesota
$344K +$20.4K +360 +6%
TSWM
1306
Triangle Securities Wealth Management
North Carolina
$344K -$25.8K -455 -7%
AWM
1307
Atticus Wealth Management
Florida
$342K -$361K -6,365 -51%
EWA
1308
Encompass Wealth Advisors
Oregon
$340K +$113K +2,000 +50%
MFG
1309
Menard Financial Group
Texas
$340K -$378K -6,677 -53%
AFP
1310
Ausdal Financial Partners
Iowa
$340K +$105K +1,851 +45%
SGCA
1311
Steel Grove Capital Advisors
Tennessee
$339K +$47.2K +833 +16%
TWP
1312
Tempus Wealth Planning
California
$339K +$88.3K +1,558 +35%
AFA
1313
Atlas Financial Advisors
California
$337K +$337K +5,940 New
BAM
1314
Boyar Asset Management
New York
$336K
DC
1315
Diametric Capital
Massachusetts
$336K +$336K +5,933 New
FC
1316
Fusion Capital
South Carolina
$336K +$47.6K +839 +16%
RWA
1317
Ropes Wealth Advisors
Massachusetts
$335K -$170 -3 -0.1%
VWA
1318
V Wealth Advisors
Kansas
$334K +$21.1K +373 +7%
MHR
1319
Matthew Hamilton Rosenberg
$334K -$23.1K -407 -6%
JLBC
1320
J.L. Bainbridge & Co
Florida
$331K
IFWM
1321
Institute for Wealth Management
Colorado
$329K +$73.6K +1,298 +29%
WF
1322
Welch & Forbes
Massachusetts
$329K +$9.07K +160 +3%
DI
1323
Diligent Investors
California
$328K
SWM
1324
Stockman Wealth Management
Montana
$327K -$2.15K -38 -0.7%
PGWM
1325
Parisi Gray Wealth Management
New Jersey
$326K +$326K +6,232 New