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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 %
PI
1326
PFS Investments
Georgia
$266K -$749K -15,198 -74%
CCM
1327
Chilton Capital Management
Texas
$265K -$31.1K -594 -11%
PWM
1328
Purus Wealth Management
California
$264K +$70.1K +1,339 +36%
GFP
1329
Gryphon Financial Partners
Ohio
$264K -$22.1K -422 -8%
AC
1330
Allstate Corporation
Illinois
$263K -$2.64M -50,495 -91%
EL
1331
EMFO LLC
Florida
$262K +$262K +5,000 New
CWP
1332
Curated Wealth Partners
California
$260K +$260K +4,971 New
NSB
1333
Norway Savings Bank
Maine
$260K -$2.62K -50 -1%
RWA
1334
River Wealth Advisors
Pennsylvania
$260K +$28.6K +546 +12%
AWAP
1335
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$259K +$110K +2,096 +73%
GG
1336
Golden Green
South Carolina
$259K +$259K +4,944 New
TF
1337
Tompkins Financial
New York
$258K
NFP
1338
Narus Financial Partners
Utah
$255K +$77K +1,470 +43%
NEWAS
1339
N.E.W. Advisory Services
Wisconsin
$255K +$3.4K +65 +1%
BWP
1340
BSW Wealth Partners
Colorado
$254K -$79.9K -1,525 -24%
SG
1341
StoneX Group
New York
$254K +$106K +2,027 +72%
EI
1342
Ellevest Inc
New York
$253K -$162K -3,088 -39%
NCM
1343
Novare Capital Management
North Carolina
$253K +$253K +4,834 New
SIC
1344
Sigma Investment Counselors
Michigan
$253K +$65.7K +1,255 +35%
PP
1345
PDS Planning
Ohio
$253K +$39.7K +757 +19%
CPA
1346
Court Place Advisors
Maryland
$251K -$10.5K -200 -4%
IA
1347
IFG Advisory
Georgia
$249K -$67.3K -1,284 -21%
NCM
1348
Noesis Capital Mangement
Florida
$249K +$83.8K +1,600 +51%
OWP
1349
Obermeyer Wealth Partners
Colorado
$249K -$15.6K -298 -6%
BIM
1350
Baldwin Investment Management
Pennsylvania
$247K -$240K -4,575 -49%