SCHW icon

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 %
Edgewood Management
1326
Edgewood Management
Connecticut
$294K
CFGS
1327
Concourse Financial Group Securities
Alabama
$294K +$33.7K +614 +13%
OPWM
1328
Oxinas Partners Wealth Management
Indiana
$292K -$136K -2,482 -32%
CCG
1329
Coastwise Capital Group
California
$292K -$16K -291 -5%
GA
1330
Geller Advisors
New York
$291K +$291K +5,302 New
BHBT
1331
Burke & Herbert Bank & Trust
Virginia
$291K
ST
1332
Smithfield Trust
Pennsylvania
$290K
LPAM
1333
Lodestar Private Asset Management
California
$290K +$64.1K +1,167 +28%
NP
1334
NorthRock Partners
Minnesota
$289K +$289K +5,265 New
MGWM
1335
Marks Group Wealth Management
Minnesota
$289K -$44.3K -807 -13%
LA
1336
Legacy Advisors
Pennsylvania
$289K +$23.1K +421 +9%
CIA
1337
Capital Investment Advisors
Georgia
$288K +$14.1K +256 +5%
EWM
1338
Evermay Wealth Management
Virginia
$286K -$7.36K -134 -3%
BMC
1339
Benin Management Corp
Connecticut
$285K -$5.49K -100 -2%
AFP
1340
Ausdal Financial Partners
Iowa
$284K -$44.6K -813 -14%
RC
1341
Rovin Capital
Arizona
$284K +$284K +5,165 New
MAG
1342
MRA Advisory Group
New Jersey
$283K -$12.6K -230 -4%
BL
1343
Balentine LLC
Georgia
$282K +$30.1K +549 +12%
TAM
1344
Trillium Asset Management
Massachusetts
$281K +$281K +5,111 New
RWA
1345
River Wealth Advisors
Pennsylvania
$279K -$4.12K -75 -1%
CCM
1346
Chilton Capital Management
Texas
$278K
BOS
1347
Bank of Stockton
California
$276K +$276K +5,370 New
VCM
1348
Viewpoint Capital Management
Washington
$275K
BOSSRA
1349
B.O.S.S. Retirement Advisors
Utah
$273K +$604 +11 +0.2%
JIC
1350
Joel Isaacson & Co
New York
$272K +$110 +2 +0%