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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 %
VCM
1376
Viewpoint Capital Management
Washington
$283K +$283K +5,000 New
CIA
1377
Capital Investment Advisors
Georgia
$282K -$34.5K -609 -11%
DP
1378
Denver PWM
Colorado
$282K +$2.28K +40 +0.8%
UBG
1379
United Bank (Georgia)
Georgia
$281K +$281K +4,963 New
BOSSRA
1380
B.O.S.S. Retirement Advisors
Utah
$281K +$281K +4,952 New
JIC
1381
Joel Isaacson & Co
New York
$280K -$41K -723 -13%
TF
1382
Tompkins Financial
New York
$280K
BFG
1383
Berger Financial Group
Minnesota
$279K +$23.5K +415 +9%
BWG
1384
Beta Wealth Group
California
$278K +$34K +600 +14%
NSB
1385
Norway Savings Bank
Maine
$277K -$4.25K -75 -2%
FWCM
1386
Ferguson Wellman Capital Management
Oregon
$277K -$20.2K -356 -7%
GG
1387
Golden Green
South Carolina
$276K -$3.97K -70 -1%
FFL
1388
Future Fund LLC
Illinois
$276K +$276K +4,863 New
AC
1389
Allstate Corporation
Illinois
$275K -$9.86K -174 -3%
RDWM
1390
Red Door Wealth Management
Tennessee
$275K +$275K +4,848 New
CWP
1391
Curated Wealth Partners
California
$275K -$7.09K -125 -3%
FFBTD
1392
First Financial Bank - Trust Division
Ohio
$275K -$5.85M -103,145 -96%
PTC
1393
Private Trust Company
Ohio
$274K +$130K +2,299 +90%
LA
1394
Legacy Advisors
Pennsylvania
$274K +$274K +4,835 New
SW
1395
StrongBox Wealth
Missouri
$273K +$273K +4,822 New
EFSCE
1396
Enterprise Financial Services Corp (EFSC)
Missouri
$273K +$36.8K +650 +16%
CPA
1397
Court Place Advisors
Maryland
$272K
WPC
1398
Waters Parkerson & Co
Louisiana
$272K +$272K +4,793 New
NEWAS
1399
N.E.W. Advisory Services
Wisconsin
$270K -$5.78K -102 -2%
MFA
1400
Mayflower Financial Advisors
Massachusetts
$270K +$48.7K +860 +22%