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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 %
SA
1426
Syntax Advisors
New York
$252K +$6.35K +112 +3%
PWS
1427
Peterson Wealth Services
Utah
$252K +$252K +4,413 New
TCA
1428
Transcend Capital Advisors
New Jersey
$251K +$24.4K +431 +11%
AWM
1429
Accurate Wealth Management
Florida
$251K +$251K +4,288 New
MG
1430
Mather Group
Illinois
$251K +$19.4K +342 +8%
DFA
1431
Delta Financial Advisors
Louisiana
$251K -$14.7K -259 -6%
MAM
1432
Mystic Asset Management
Rhode Island
$250K +$250K +4,417 New
KA
1433
Kovack Advisors
Florida
$250K +$250K +4,405 New
WG
1434
Welch Group
Alabama
$250K +$737 +13 +0.3%
BJL
1435
Brighton Jones LLC
Washington
$249K +$249K +4,388 New
ACA
1436
Affinity Capital Advisors
California
$247K -$4.71K -83 -2%
AIP
1437
Almanack Investment Partners
Pennsylvania
$246K +$246K +4,348 New
LAM
1438
L2 Asset Management
Massachusetts
$246K +$17.1K +302 +7%
EWM
1439
Endurance Wealth Management
Rhode Island
$246K +$8.52K +150 +4%
BAAM
1440
Baker Avenue Asset Management
California
$246K -$668K -11,785 -73%
MC
1441
Miramar Capital
Illinois
$246K +$246K +4,332 New
IIA
1442
Integral Investment Advisors
California
$245K +$17K +300 +7%
CS
1443
Capital Square
Tennessee
$244K +$244K +4,311 New
SAG
1444
SageView Advisory Group
California
$244K +$244K +4,304 New
LNB
1445
Ledyard National Bank
$244K
SFP
1446
Sweet Financial Partners
Minnesota
$243K +$243K +4,280 New
MFGM
1447
Marshall Financial Group (Maryland)
Maryland
$243K +$18K +317 +8%
FC
1448
Forte Capital
New York
$242K -$20.9K -369 -8%
CFO
1449
Collective Family Office
Pennsylvania
$242K +$283 +5 +0.1%
IAMOG
1450
Investors Asset Management of Georgia
Georgia
$241K +$21.3K +375 +10%