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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 %
SIM
1426
Studio Investment Management
Illinois
$230K +$229K +4,174 +32,108%
SFA
1427
Souders Financial Advisors
Ohio
$229K -$2.8K -51 -1%
BFA
1428
Beaumont Financial Advisors
Massachusetts
$229K +$659 +12 +0.3%
VV
1429
Verity & Verity
South Carolina
$228K +$4.12K +75 +2%
IAMOG
1430
Investors Asset Management of Georgia
Georgia
$228K +$54 +1 +0%
GC
1431
GFG Capital
Florida
$228K -$691K -12,587 -75%
SA
1432
Syntax Advisors
New York
$228K -$16.4K -298 -7%
VCG
1433
Vantage Consulting Group
Virginia
$228K -$16.4K -298 -7%
FBFS
1434
First Business Financial Services
Wisconsin
$228K +$8.62K +157 +4%
MPWT
1435
MassMutual Private Wealth & Trust
Connecticut
$228K +$33.9K +617 +17%
WFI
1436
West Family Investments
California
$227K
CBFP
1437
Cedar Brook Financial Partners
Ohio
$227K +$22.1K +403 +11%
PWM
1438
Prosperity Wealth Management
California
$226K +$11.6K +211 +5%
FFL
1439
Future Fund LLC
Illinois
$226K -$41K -747 -15%
ET
1440
Equitable Trust
Tennessee
$226K
VST
1441
Van Strum & Towne
California
$225K
SYBT
1442
Stock Yards Bank & Trust
Kentucky
$225K -$933 -17 -0.4%
CFG
1443
CKW Financial Group
Hawaii
$225K
AWA
1444
Arete Wealth Advisors
Illinois
$224K -$676K -12,308 -75%
PWMG
1445
Prestige Wealth Management Group
New Jersey
$224K +$214K +3,905 +2,182%
CA
1446
CoreCap Advisors
Michigan
$224K -$1.63M -29,694 -88%
DTL
1447
Dynamic Technology Lab
Singapore
$224K +$224K +4,078 New
WCM
1448
Whitener Capital Management
North Carolina
$224K +$224K +4,078 New
FC
1449
Forte Capital
New York
$224K -$10.6K -193 -5%
KSWA
1450
Kathleen S. Wright Associates
Pennsylvania
$223K +$78.2K +1,462 +54%