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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 %
JWCA
1401
J.W. Cole Advisors
Florida
$243K -$5.76K -105 -2%
WG
1402
Welch Group
Alabama
$242K +$604 +11 +0.2%
KWS
1403
Keystone Wealth Services
California
$242K +$242K +4,401 New
APA
1404
Astoria Portfolio Advisors
New York
$241K -$14.3K -278 -6%
AC
1405
Avestar Capital
New York
$241K +$9.22K +168 +4%
IIA
1406
Integral Investment Advisors
California
$241K +$3.13K +57 +1%
TF
1407
Tompkins Financial
New York
$239K -$32K -582 -12%
ACA
1408
Affinity Capital Advisors
California
$239K -$549 -10 -0.2%
SAG
1409
SageView Advisory Group
California
$239K +$2.42K +44 +1%
WB
1410
WesBanco Bank
West Virginia
$238K +$238K +4,340 New
DS
1411
DRW Securities
Illinois
$238K -$613K -11,143 -72%
LNB
1412
Ledyard National Bank
$236K
RCA
1413
Reitz Capital Advisors
Michigan
$235K +$24.9K +485 +12%
SFP
1414
Sweet Financial Partners
Minnesota
$235K
GWM
1415
Gray Wealth Management
Maine
$235K +$21.6K +394 +10%
VCA
1416
Verdence Capital Advisors
Maryland
$235K +$235K +4,272 New
CHP
1417
Cable Hill Partners
Oregon
$234K +$234K +4,257 New
VCP
1418
Verus Capital Partners
Arizona
$234K -$24.2K -440 -9%
QT
1419
Quantamental Technologies
New York
$233K +$233K +4,253 New
BWP
1420
BSW Wealth Partners
Colorado
$233K -$43.8K -797 -16%
CCG
1421
Cypress Capital Group
Florida
$233K +$8.95K +163 +4%
OTL
1422
Oak Thistle LLC
New York
$233K +$233K +4,236 New
OHWP
1423
Oak Harbor Wealth Partners
North Carolina
$232K +$110 +2 +0%
CRC
1424
Curi RMB Capital
Illinois
$232K +$20.9K +381 +10%
HTC
1425
Haverford Trust Company
Pennsylvania
$230K -$45.3K -825 -16%