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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 %
SHGA
1326
Sand Hill Global Advisors
California
$326K -$60.3K -1,064 -16%
MAC
1327
Mason & Associates (California)
California
$325K +$325K +5,738 New
CWM
1328
Centurion Wealth Management
Virginia
$322K +$11.7K +207 +4%
CB
1329
CNB Bank
Pennsylvania
$322K
RWP
1330
Ridgecrest Wealth Partners
California
$319K +$1.13K +20 +0.4%
TPW
1331
Transatlantique Private Wealth
New York
$319K +$7.77K +137 +2%
EWP
1332
Elevation Wealth Partners
California
$318K -$22.4K -395 -7%
CCG
1333
Coastwise Capital Group
California
$318K +$318K +5,605 New
JAG
1334
Journey Advisory Group
Kentucky
$318K
KP
1335
Keel Point
Alabama
$317K +$54.4K +960 +21%
WP
1336
WealthSource Partners
California
$316K -$736K -12,987 -70%
MSRI
1337
Michael S. Ryan Inc
New York
$314K +$314K +5,440 New
APP
1338
Avantax Planning Partners
Iowa
$314K -$124K -2,192 -28%
SIMG
1339
Sonora Investment Management Group
Arizona
$313K +$14.6K +257 +5%
RCM
1340
RNC Capital Management
California
$313K -$7.26K -128 -2%
TFA
1341
Toth Financial Advisory
Virginia
$313K +$205K +3,615 +190%
EW
1342
Enzi Wealth
Texas
$311K
AWM
1343
Aberdeen Wealth Management
Illinois
$310K +$2.89K +51 +0.9%
MW
1344
Marcum Wealth
Ohio
$310K -$20.5K -362 -6%
AA
1345
Addison Advisors
Vermont
$309K
ESCM
1346
Echo Street Capital Management
New York
$308K -$1.01M -17,772 -77%
CG
1347
Cutler Group
California
$307K -$2.21M -39,066 -88%
AA
1348
ALPS Advisors
Colorado
$307K +$1.98K +35 +0.7%
MAG
1349
MRA Advisory Group
New Jersey
$305K +$305K +5,388 New
SG
1350
StoneX Group
New York
$304K +$29.7K +524 +11%