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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 %
SWM
1451
SFG Wealth Management
Maryland
$222K +$11K +200 +5%
JCM
1452
Jacobi Capital Management
Pennsylvania
$221K -$7.3K -133 -3%
LTI
1453
Laffer Tengler Investments
Tennessee
$221K -$786K -14,326 -78%
BWM
1454
BlackDiamond Wealth Management
New York
$221K -$2.44K -48 -1%
TIM
1455
Triad Investment Management
California
$220K
AA
1456
Alta Advisers
United Kingdom
$220K
PWM
1457
Purus Wealth Management
California
$218K +$5.93K +108 +3%
JDR
1458
Jay D. Rosenbaum
$217K -$10.6K -193 -5%
AF
1459
Apexium Financial
Texas
$216K +$12.5K +228 +6%
SWA
1460
Stratos Wealth Advisors
Ohio
$216K +$216K +3,928 New
PCMC
1461
Private Capital Management (Colorado)
Colorado
$216K -$6.7K -122 -3%
WW
1462
Westshore Wealth
California
$215K
SMH
1463
Sanders Morris Harris
Texas
$215K
MM
1464
MQS Management
New York
$214K +$214K +3,891 New
BOM
1465
Bank of Marin
California
$212K +$212K +3,867 New
KWM
1466
Kolinsky Wealth Management
New Jersey
$212K +$212K +3,862 New
TA
1467
Trellis Advisors
Washington
$211K +$1.1K +20 +0.5%
LPT
1468
Legacy Private Trust
Wisconsin
$211K +$211K +3,835 New
YL
1469
YCG LLC
Texas
$211K -$7.53M -137,096 -97%
WA
1470
Waverly Advisors
Alabama
$210K -$18.3K -333 -8%
RPWA
1471
Regent Peak Wealth Advisors
Georgia
$209K +$209K +3,814 New
FFG
1472
Fortem Financial Group
California
$209K -$2.31K -42 -1%
WMA
1473
Wealth Management Associates
New Jersey
$208K +$208K +3,783 New
AWM
1474
Atticus Wealth Management
Florida
$208K -$124K -2,252 -37%
MHC
1475
Meyer Handelman Company
New York
$207K +$207K +3,771 New