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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 %
Edgewood Management
1351
Edgewood Management
Connecticut
$304K
APWM
1352
Atlas Private Wealth Management
New York
$304K +$13K +230 +4%
SIA
1353
Soltis Investment Advisors
Utah
$303K +$850 +15 +0.3%
HCP
1354
Hexagon Capital Partners
Arkansas
$303K +$1.02K +18 +0.3%
EWM
1355
Evermay Wealth Management
Virginia
$303K
BMC
1356
Benin Management Corp
Connecticut
$300K
BHBT
1357
Burke & Herbert Bank & Trust
Virginia
$300K
AGA
1358
Accuvest Global Advisors
Utah
$299K +$299K +5,282 New
NHT
1359
New Hampshire Trust
New Hampshire
$299K +$5.33K +94 +2%
ST
1360
Smithfield Trust
Pennsylvania
$298K -$73.3K -1,289 -20%
APA
1361
Astoria Portfolio Advisors
New York
$298K +$12.1K +202 +4%
WAS
1362
WESPAC Advisors SoCal
California
$295K
BAM
1363
Brave Asset Management
New Jersey
$295K +$295K +5,200 New
EW
1364
Evoke Wealth
California
$295K +$5.9K +104 +2%
FB
1365
Fulton Bank
Pennsylvania
$294K -$89.6K -1,581 -23%
RWA
1366
River Wealth Advisors
Pennsylvania
$292K +$11.4K +202 +4%
CDH
1367
Charles D. Hyman
$292K -$12.6K -223 -4%
NFP
1368
Narus Financial Partners
Utah
$291K +$15K +265 +5%
LCM
1369
Lazari Capital Management
California
$288K +$288K +5,084 New
BWM
1370
BlackDiamond Wealth Management
New York
$288K +$288K +4,402 New
CCM
1371
Chilton Capital Management
Texas
$287K
BWP
1372
BSW Wealth Partners
Colorado
$286K +$11.1K +195 +4%
MFS
1373
Mirabella Financial Services
United Kingdom
$285K +$285K +5,037 New
HTC
1374
Haverford Trust Company
Pennsylvania
$285K -$49K -864 -15%
GL
1375
Graypoint LLC
New York
$285K +$285K +5,022 New