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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 %
AWM
1426
Axxcess Wealth Management
California
$201K -$275K -5,243 -58%
WW
1427
Westshore Wealth
California
$200K +$13.8K +264 +7%
TA
1428
Trellis Advisors
Washington
$200K +$200K +3,824 New
HCM
1429
Hollencrest Capital Management
California
$197K +$151K +2,884 +330%
FCMT
1430
Founders Capital Management (Texas)
Texas
$195K
MCM
1431
Manchester Capital Management
Vermont
$195K +$38.1K +727 +24%
CWC
1432
Carolinas Wealth Consulting
North Carolina
$177K +$15.6K +297 +10%
RI
1433
Ridgewood Investments
New Jersey
$177K +$177K +3,370 New
AAS
1434
Ameritas Advisory Services
Nebraska
$176K +$39.6K +748 +29%
FMP
1435
Financial Management Professionals
Texas
$169K -$67.9K -1,299 -29%
FHA
1436
First Horizon Advisors
Tennessee
$166K -$70K -1,336 -30%
AIM
1437
Acropolis Investment Management
Missouri
$159K +$3.67K +70 +2%
GFPC
1438
Global Financial Private Client
Florida
$159K +$103K +2,006 +187%
SSG
1439
Summit Securities Group
New York
$157K +$76.1K +1,450 +94%
TF
1440
TimeScale Financial
Massachusetts
$155K +$47K +898 +44%
DFCM
1441
Dark Forest Capital Management
Puerto Rico
$149K +$149K +2,838 New
AC
1442
Avestar Capital
New York
$147K +$17.1K +326 +13%
SWA
1443
SOA Wealth Advisors
New York
$144K +$86.9K +1,659 +153%
FFA
1444
Farther Finance Advisors
California
$142K +$103K +1,959 +263%
KSWA
1445
Kathleen S. Wright Associates
Pennsylvania
$141K -$58.2K -1,112 -29%
HWA
1446
HHM Wealth Advisors
Tennessee
$140K +$101K +1,920 +253%
WT
1447
Washington Trust
Rhode Island
$136K +$130K +2,474 +1,918%
PTC
1448
Private Trust Company
Ohio
$133K +$18.3K +350 +16%
UIA
1449
Ulland Investment Advisors
Minnesota
$132K +$128K +2,440 +2,976%
Belvedere Trading
1450
Belvedere Trading
Illinois
$131K +$131K +2,509 New