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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 %
WF
1301
Welch & Forbes
Massachusetts
$315K -$3.07K -56 -1%
MHR
1302
Matthew Hamilton Rosenberg
$315K -$8.67K -158 -3%
RSWM
1303
Robertson Stephens Wealth Management
California
$314K -$25.4K -462 -7%
MSRI
1304
Michael S. Ryan Inc
New York
$313K +$30.1K +578 +11%
OWA
1305
Octavia Wealth Advisors
Ohio
$313K +$88K +1,602 +39%
CB
1306
CNB Bank
Pennsylvania
$313K +$384 +7 +0.1%
RWP
1307
Ridgecrest Wealth Partners
California
$309K
EWP
1308
Elevation Wealth Partners
California
$309K +$220 +4 +0.1%
SIA
1309
Soltis Investment Advisors
Utah
$308K +$14.7K +268 +5%
JAG
1310
Journey Advisory Group
Kentucky
$308K
FC
1311
Fusion Capital
South Carolina
$308K -$17.7K -322 -5%
TPW
1312
Transatlantique Private Wealth
New York
$307K -$1.59K -29 -0.5%
VC
1313
Veracity Capital
Georgia
$306K +$57.9K +1,055 +23%
CHAM
1314
Clear Harbor Asset Management
Connecticut
$305K -$30.2K -550 -9%
IFWM
1315
Institute for Wealth Management
Colorado
$304K -$14.3K -260 -4%
CCA
1316
Childress Capital Advisors
Texas
$304K +$304K +5,460 New
APP
1317
Avantax Planning Partners
Iowa
$303K -$439 -8 -0.1%
AWM
1318
Aberdeen Wealth Management
Illinois
$300K +$110 +2 +0%
AA
1319
Addison Advisors
Vermont
$299K
LRIA
1320
Leonard Rickey Investment Advisors
Washington
$299K +$38.9K +708 +15%
KWA
1321
Kingswood Wealth Advisors
California
$299K -$115K -2,091 -28%
EW
1322
Evoke Wealth
California
$299K +$13.7K +249 +5%
HCP
1323
Hexagon Capital Partners
Arkansas
$296K +$2.69K +49 +0.9%
SIM
1324
Seaview Investment Managers
Florida
$295K -$5.22M -95,123 -95%
SIMG
1325
Sonora Investment Management Group
Arizona
$295K -$8.57K -156 -3%