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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 %
AP
1351
Arlington Partners
Alabama
$271K +$50.2K +914 +23%
AT
1352
Arlington Trust
Alabama
$271K +$271K +4,941 New
KP
1353
Keel Point
Alabama
$271K -$36.3K -662 -12%
CDH
1354
Charles D. Hyman
$271K -$12.5K -228 -4%
BJL
1355
Brighton Jones LLC
Washington
$271K +$29.8K +542 +12%
FB
1356
Fulton Bank
Pennsylvania
$270K -$14.6K -266 -5%
C
1357
Certuity
Florida
$269K +$269K +4,897 New
PWPS
1358
Pinnacle Wealth Planning Services
Ohio
$269K -$179K -3,260 -40%
EFG
1359
Everhart Financial Group
Ohio
$268K +$268K +4,879 New
PTC
1360
Private Trust Company
Ohio
$267K +$823 +15 +0.3%
EW
1361
Enzi Wealth
Texas
$267K
AC
1362
Allstate Corporation
Illinois
$266K
GG
1363
Golden Green
South Carolina
$266K -$1.48K -27 -0.6%
LAM
1364
L2 Asset Management
Massachusetts
$266K -$7.23M -4,193 -96%
PWS
1365
Peterson Wealth Services
Utah
$265K +$24.5K +449 +10%
DP
1366
Denver PWM
Colorado
$265K -$1.02K -19 -0.4%
RZH
1367
Relyea Zuckerberg Hanson
Connecticut
$264K +$11.9K +217 +5%
NFP
1368
Narus Financial Partners
Utah
$264K -$18.1K -330 -6%
NEWAS
1369
N.E.W. Advisory Services
Wisconsin
$264K +$2.53K +46 +1%
CWP
1370
Concord Wealth Partners
Virginia
$263K +$163K +2,960 +161%
WPC
1371
Waters Parkerson & Co
Louisiana
$263K
SW
1372
StrongBox Wealth
Missouri
$262K -$2.64K -48 -1%
NCM
1373
Noesis Capital Mangement
Florida
$261K
OWP
1374
Obermeyer Wealth Partners
Colorado
$261K
QI
1375
Qtron Investments
Massachusetts
$258K -$389K -7,085 -60%