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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 %
NCM
1401
Noesis Capital Mangement
Florida
$269K
OWP
1402
Obermeyer Wealth Partners
Colorado
$269K
LRIA
1403
Leonard Rickey Investment Advisors
Washington
$269K +$49.1K +867 +22%
CFGS
1404
Concourse Financial Group Securities
Alabama
$269K +$7.99K +141 +3%
WJA
1405
Willis Johnson & Associates
Texas
$269K +$18.8K +331 +8%
CWM
1406
Cornerstone Wealth Management
Missouri
$268K +$268K +4,725 New
Alyeska Investment Group
1407
Alyeska Investment Group
Illinois
$266K -$13.6M -239,897 -98%
VCP
1408
Verus Capital Partners
Arizona
$266K -$95.5K -1,685 -26%
SVWAG
1409
Sound View Wealth Advisors Group
Georgia
$265K -$32.5K -574 -11%
FPWM
1410
FSB Premier Wealth Management
Iowa
$263K +$20.7K +365 +9%
IDBONY
1411
Israel Discount Bank of New York
New York
$263K -$42.7K -754 -14%
EL
1412
Essex LLC
Illinois
$262K +$32.3K +570 +14%
ACI
1413
Alpha Cubed Investments
California
$261K -$33.8K -597 -11%
RZH
1414
Relyea Zuckerberg Hanson
Connecticut
$261K +$2.38K +42 +0.9%
BL
1415
Balentine LLC
Georgia
$260K -$50.2K -886 -16%
GFP
1416
Gryphon Financial Partners
Ohio
$258K -$27.8K -490 -10%
BPWM
1417
Badgley Phelps Wealth Managers
Washington
$257K
VC
1418
Veracity Capital
Georgia
$257K +$26.7K +471 +12%
JWCA
1419
J.W. Cole Advisors
Florida
$256K +$256K +4,524 New
CAS
1420
CTC Alternative Strategies
Illinois
$255K +$255K +4,500 New
S
1421
SimplyRich
California
$255K -$1.75K -31 -0.7%
BC
1422
Barnett & Company
Tennessee
$254K +$254K +4,487 New
EP
1423
Edgestream Partners
New Jersey
$254K +$254K +4,477 New
HS
1424
Horan Securities
United States
$254K +$240K +4,231 +1,741%
VCG
1425
Vantage Consulting Group
Virginia
$252K +$6.35K +112 +3%