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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 %
C
1476
Covestor
United Kingdom
$92K -$86.1K -1,643 -48%
MA
1477
MCF Advisors
Kentucky
$91K +$52.4K +1,000 +136%
RTC
1478
Riverview Trust Company
Washington
$90.7K -$104K -1,979 -53%
MFA
1479
McClarren Financial Advisors
Pennsylvania
$86K +$261 +5 +0.3%
DAM
1480
Delta Asset Management
Tennessee
$85.9K -$1.83K -35 -2%
KI
1481
Kapitalo Investimentos
Brazil
$85.4K +$85.4K +1,630 New
BC
1482
Barrett & Company
Rhode Island
$83.2K +$10.5K +200 +14%
AWM
1483
AllSquare Wealth Management
New York
$81.7K +$62.9K +1,200 +334%
MME
1484
Meag Munich Ergo
Germany
$81.3K -$534K -10,190 -87%
CWP
1485
Concord Wealth Partners
Virginia
$79.7K +$4.24K +81 +6%
MMG
1486
Monetary Management Group
Missouri
$78.6K +$7.86K +150 +11%
HWA
1487
Heritage Wealth Advisors
Virginia
$78.3K +$8.69K +166 +12%
CCA
1488
Column Capital Advisors
Indiana
$76.8K +$37.5K +715 +95%
BWL
1489
Bogart Wealth LLC
Virginia
$76.4K +$75.4K +1,439 +7,574%
QC
1490
Quent Capital
New York
$76.2K -$3.04K -58 -4%
HIM
1491
Hillsdale Investment Management
Ontario, Canada
$74.4K +$58.7K +1,120 +373%
VC
1492
Vestor Capital
Illinois
$73K -$5.06M -96,925 -99%
PCM
1493
Penserra Capital Management
California
$73K -$891K -17,315 -92%
CHC
1494
City Holding Co
West Virginia
$67.3K +$16.2K +310 +32%
WAM
1495
Worth Asset Management
Texas
$64.7K +$38.5K +735 +147%
OIA
1496
Optimum Investment Advisors
Illinois
$64.2K
SWM
1497
Sugarloaf Wealth Management
Georgia
$63.7K +$32.8K +625 +106%
OC
1498
Oakworth Capital
Alabama
$62.9K
DIP
1499
DT Investment Partners
Pennsylvania
$62.8K
FCA
1500
Fortis Capital Advisors
Kansas
$61.5K -$21.5K -411 -26%