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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 %
JWM
1351
Jeppson Wealth Management
California
$247K +$87.4K +1,668 +55%
CCM
1352
CAAS Capital Management
New York
$246K +$246K +4,700 New
PA
1353
Parkside Advisors
California
$246K
DFA
1354
Delta Financial Advisors
Louisiana
$245K
KP
1355
Keel Point
Alabama
$243K -$72.4K -1,383 -23%
FC
1356
Forte Capital
New York
$243K +$106K +2,031 +78%
KA
1357
Keene & Associates
Texas
$241K +$21.5K +411 +10%
SF
1358
Summit Financial
New Jersey
$241K +$70.9K +1,354 +42%
DS
1359
DRW Securities
Illinois
$241K -$106K -2,033 -31%
CFGS
1360
Concourse Financial Group Securities
Alabama
$241K +$53.5K +1,022 +29%
CIAS
1361
Capital Investment Advisory Services
North Carolina
$240K +$240K +4,577 New
RZH
1362
Relyea Zuckerberg Hanson
Connecticut
$239K -$56.7K -1,083 -19%
APA
1363
Astoria Portfolio Advisors
New York
$238K +$5.95K +119 +3%
LBWM
1364
Left Brain Wealth Management
Illinois
$237K +$237K +4,545 New
BPWM
1365
Badgley Phelps Wealth Managers
Washington
$237K -$3.14M -59,975 -93%
VWM
1366
Venturi Wealth Management
Texas
$237K +$237K +4,525 New
S
1367
SimplyRich
California
$237K
CIC
1368
Chilton Investment Company
Connecticut
$237K
BFG
1369
Berger Financial Group
Minnesota
$236K +$236K +4,512 New
IFWM
1370
Institute for Wealth Management
Colorado
$236K +$11.8K +225 +5%
MWM
1371
Marion Wealth Management
Pennsylvania
$236K +$236K +4,500 New
DP
1372
Denver PWM
Colorado
$235K +$15K +313 +7%
ACA
1373
Affinity Capital Advisors
California
$233K +$24.7K +472 +12%
TWP
1374
Tempus Wealth Planning
California
$232K +$232K +4,422 New
CRC
1375
Curi RMB Capital
Illinois
$231K -$34.4K -656 -13%