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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 %
MG
1401
Mather Group
Illinois
$214K +$7.91K +151 +4%
VC
1402
Veracity Capital
Georgia
$213K +$56.5K +1,078 +36%
LAM
1403
L2 Asset Management
Massachusetts
$212K +$9.06K +173 +4%
PCMC
1404
Private Capital Management (Colorado)
Colorado
$211K +$85K +1,623 +67%
SCC
1405
Steel Canyon Capital
Arizona
$211K -$2.67M -50,987 -93%
CWM
1406
Cedar Wealth Management
California
$211K +$211K +4,028 New
IIA
1407
Integral Investment Advisors
California
$211K +$211K +4,024 New
TIM
1408
Triad Investment Management
California
$210K
AA
1409
Alta Advisers
United Kingdom
$210K
FC
1410
Fulcrum Capital
Washington
$210K
EWA
1411
Encompass Wealth Advisors
Oregon
$210K
TCA
1412
Transcend Capital Advisors
New Jersey
$209K -$37.2K -711 -15%
FBFS
1413
First Business Financial Services
Wisconsin
$209K +$9.38K +179 +5%
MFGM
1414
Marshall Financial Group (Maryland)
Maryland
$208K +$28.3K +540 +16%
AMR
1415
Asset Management Resources
Massachusetts
$206K -$66.8K -1,275 -24%
EWA
1416
EverSource Wealth Advisors
Alabama
$206K +$105 +2 +0.1%
HHRDM
1417
H&H Retirement Design & Management
Nevada
$206K +$206K +4,000 New
RPGK
1418
Retirement Planning Group (Kansas)
Kansas
$204K -$629 -12 -0.3%
CCM
1419
Chiron Capital Management
Florida
$204K +$31.4K +600 +18%
MFA
1420
Mayflower Financial Advisors
Massachusetts
$204K +$204K +3,898 New
GD
1421
Grandfield & Dodd
New York
$203K
LRIA
1422
Leonard Rickey Investment Advisors
Washington
$203K +$32.5K +621 +19%
IAMOG
1423
Investors Asset Management of Georgia
Georgia
$203K +$203K +3,875 New
WIC
1424
Woodmont Investment Counsel
Tennessee
$202K -$216K -4,125 -52%
BFA
1425
Beaumont Financial Advisors
Massachusetts
$202K +$6.97K +133 +4%