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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 %
AA
1476
Alta Advisers
United Kingdom
$227K
CWA
1477
Clarus Wealth Advisors
Arizona
$226K +$226K +3,987 New
FBFS
1478
First Business Financial Services
Wisconsin
$226K
JSL
1479
JT Stratford LLC
Georgia
$226K -$730K -12,879 -76%
LFAS
1480
Level Four Advisory Services
Texas
$224K +$224K +3,958 New
BS
1481
Banco Santander
Spain
$224K +$224K +3,955 New
GWM
1482
GSB Wealth Management
Connecticut
$222K +$222K +3,925 New
CAAS
1483
Capital Asset Advisory Services
Michigan
$222K +$222K +3,800 New
WW
1484
Westshore Wealth
California
$222K +$5.33K +94 +2%
HIIFS
1485
Harel Insurance Investments & Financial Services
Israel
$222K +$222K +3,880 New
PWM
1486
Prosperity Wealth Management
California
$222K -$135K -2,388 -38%
GD
1487
Grandfield & Dodd
New York
$220K
GWM
1488
Gray Wealth Management
Maine
$220K +$220K +3,880 New
PWM
1489
Purus Wealth Management
California
$219K -$66.4K -1,172 -23%
SWM
1490
SFG Wealth Management
Maryland
$218K +$218K +3,850 New
FFG
1491
Fortem Financial Group
California
$218K +$218K +3,842 New
CRC
1492
Curi RMB Capital
Illinois
$218K -$32.3K -570 -13%
FHA
1493
First Horizon Advisors
Tennessee
$218K +$38.4K +677 +21%
TA
1494
Trellis Advisors
Washington
$217K +$397 +7 +0.2%
DIA
1495
Dana Investment Advisors
Wisconsin
$216K +$216K +3,819 New
LD
1496
Lipe & Dalton
New York
$215K +$215K +3,800 New
HCM
1497
Hollencrest Capital Management
California
$215K +$1.53K +27 +0.7%
SIC
1498
Sigma Investment Counselors
Michigan
$214K -$59.8K -1,055 -22%
CWM
1499
Centric Wealth Management
Illinois
$213K +$213K +3,685 New
CBFP
1500
Cedar Brook Financial Partners
Ohio
$211K +$211K +3,725 New