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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 %
EFSCE
1376
Enterprise Financial Services Corp (EFSC)
Missouri
$258K -$6.37K -116 -2%
SVWAG
1377
Sound View Wealth Advisors Group
Georgia
$258K +$1.87K +34 +0.7%
SW
1378
SteelPeak Wealth
California
$257K -$2.28M -41,455 -90%
TCA
1379
Transcend Capital Advisors
New Jersey
$256K +$13K +236 +5%
AFT
1380
Alpha Family Trust
California
$256K +$256K +4,660 New
CPA
1381
Court Place Advisors
Maryland
$255K -$8.24K -150 -3%
MWM
1382
Massachusetts Wealth Management
Massachusetts
$255K +$255K +4,650 New
NSB
1383
Norway Savings Bank
Maine
$255K -$13.7K -250 -5%
FWCM
1384
Ferguson Wellman Capital Management
Oregon
$255K -$13.5K -246 -5%
MF
1385
Manchester Financial
California
$254K +$254K +4,630 New
PF
1386
Prosperitas Financial
California
$254K +$254K +4,619 New
SQA
1387
Simon Quick Advisors
New Jersey
$253K +$22.2K +404 +10%
WP
1388
WealthSource Partners
California
$253K -$53.3K -971 -17%
EL
1389
Essex LLC
Illinois
$253K -$714 -13 -0.3%
RCM
1390
RNC Capital Management
California
$252K -$50.9K -927 -17%
IDBONY
1391
Israel Discount Bank of New York
New York
$251K -$2.86K -52 -1%
MAM
1392
Mystic Asset Management
Rhode Island
$251K +$8.24K +150 +3%
HS
1393
Horan Securities
United States
$251K +$4.89K +89 +2%
VCM
1394
Violich Capital Management
California
$249K -$360K -6,550 -59%
BPWM
1395
Badgley Phelps Wealth Managers
Washington
$249K
BFG
1396
Berger Financial Group
Minnesota
$248K -$23K -418 -8%
S
1397
SimplyRich
California
$247K
PWM
1398
Peterson Wealth Management
Nevada
$245K -$249K -4,540 -50%
AWM
1399
Accurate Wealth Management
Florida
$243K +$12.6K +234 +5%
DFA
1400
Delta Financial Advisors
Louisiana
$243K