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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 %
WJA
1376
Willis Johnson & Associates
Texas
$231K +$7.91K +151 +4%
WG
1377
Welch Group
Alabama
$230K +$101K +1,937 +79%
VCG
1378
Vantage Consulting Group
Virginia
$227K +$58.8K +1,123 +35%
SA
1379
Syntax Advisors
New York
$227K +$58.8K +1,123 +35%
MTWM
1380
Masso Torrence Wealth Management
New Jersey
$226K +$226K +4,322 New
SFA
1381
Souders Financial Advisors
Ohio
$226K +$27.7K +529 +14%
LNB
1382
Ledyard National Bank
$225K -$138K -2,641 -38%
BWG
1383
Beta Wealth Group
California
$225K +$10.5K +200 +5%
JCM
1384
Jacobi Capital Management
Pennsylvania
$225K +$11.7K +223 +5%
FPWM
1385
FSB Premier Wealth Management
Iowa
$224K -$37.1K -708 -14%
ETIA
1386
Epic Trust Investment Advisors
Washington
$223K +$223K +4,266 New
CFO
1387
Collective Family Office
Pennsylvania
$223K +$223K +4,259 New
CWS
1388
Cypress Wealth Services
California
$223K +$42.4K +810 +24%
TFA
1389
Teamwork Financial Advisors
Texas
$220K -$27.8K -530 -11%
EWM
1390
Endurance Wealth Management
Rhode Island
$219K +$169K +3,230 +339%
TRIA
1391
Trail Ridge Investment Advisors
Colorado
$219K
JDR
1392
Jay D. Rosenbaum
$219K +$1.15K +22 +0.5%
EFSCE
1393
Enterprise Financial Services Corp (EFSC)
Missouri
$218K +$69.7K +1,331 +47%
CMI
1394
Clare Market Investments
Texas
$218K +$218K +4,162 New
PFBT
1395
Parkside Financial Bank & Trust
Missouri
$217K -$34.3K -654 -14%
AFP
1396
Ausdal Financial Partners
Iowa
$217K +$64K +1,221 +42%
CFG
1397
CKW Financial Group
Hawaii
$215K
WFI
1398
West Family Investments
California
$215K -$11K -210 -5%
VST
1399
Van Strum & Towne
California
$215K
LPAM
1400
Lodestar Private Asset Management
California
$214K +$13.1K +251 +7%