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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 %
LF
1451
Lee Financial
Texas
$127K +$48.9K +934 +63%
HIA
1452
Harbor Investment Advisory
Maryland
$125K +$26.3K +503 +27%
GWS
1453
Glassman Wealth Services
Virginia
$121K -$35.5K -677 -23%
BA
1454
Bellwether Advisors
Nebraska
$121K
SGA
1455
Seaport Global Advisors
Massachusetts
$120K
WPWM
1456
Western Pacific Wealth Management
Illinois
$118K
RFA
1457
Resurgent Financial Advisors
Georgia
$118K +$61.4K +1,173 +109%
JSAM
1458
J. Safra Asset Management
New York
$117K +$117K +2,236 New
TWM
1459
Tradition Wealth Management
Minnesota
$114K +$33.8K +645 +42%
TCWA
1460
Ten Capital Wealth Advisors
Washington
$113K
CP
1461
Castleview Partners
Texas
$113K +$8.64K +165 +8%
CFD
1462
Creative Financial Designs
Indiana
$112K +$7.02K +134 +7%
DAC
1463
Dividend Assets Capital
South Carolina
$112K
PB
1464
Pinnacle Bancorp
Nebraska
$112K
AF
1465
Advisornet Financial
Minnesota
$111K +$72.1K +1,377 +185%
GFWA
1466
Grey Fox Wealth Advisors
Delaware
$108K +$108K +2,063 New
PK
1467
Pflug Koory
Nebraska
$107K +$6.29K +120 +6%
MAM
1468
Meeder Asset Management
Ohio
$106K -$4.44M -84,815 -98%
SC
1469
SouthState Corp
Florida
$104K -$7.28K -139 -7%
MPWT
1470
MassMutual Private Wealth & Trust
Connecticut
$104K +$1.26K +24 +1%
TFA
1471
Toth Financial Advisory
Virginia
$99.8K -$332K -6,334 -77%
TFP
1472
Tilia Fiduciary Partners
North Carolina
$99.4K -$11.4K -217 -10%
HFM
1473
Hartford Financial Management
Connecticut
$94.3K
TWP
1474
TFO Wealth Partners
Ohio
$94.1K +$93K +1,775 +8,068%
LS
1475
Livforsakringsbolaget Skandia
Sweden
$92.3K