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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 %
IWA
1476
IBEX Wealth Advisors
New Jersey
$207K +$207K +3,775 New
IFPG
1477
Intrepid Financial Planning Group
Indiana
$206K +$206K +3,750 New
KA
1478
Klingman & Associates
New York
$205K +$4.23K +77 +2%
PCP
1479
Proficio Capital Partners
Massachusetts
$204K +$3.51K +64 +2%
OCG
1480
Opus Capital Group
Ohio
$204K +$822 +15 +0.4%
SMA
1481
Sage Mountain Advisors
Georgia
$204K +$204K +3,714 New
RDWM
1482
Red Door Wealth Management
Tennessee
$204K -$62.5K -1,138 -23%
CWM
1483
Centric Wealth Management
Illinois
$203K +$824 +15 +0.4%
QFA
1484
Quantum Financial Advisors
California
$203K
VCWA
1485
Vanguard Capital Wealth Advisors
Colorado
$203K +$203K +3,700 New
SWM
1486
Stockman Wealth Management
Montana
$203K -$114K -2,077 -36%
SFA
1487
Source Financial Advisors
New York
$203K +$3.35K +61 +2%
FCMT
1488
Founders Capital Management (Texas)
Texas
$202K +$4.39K +80 +2%
MIP
1489
Mondrian Investment Partners
United Kingdom
$201K +$201K +3,670 New
KFC
1490
Klingenstein Fields & Co
New York
$201K -$2.2K -40 -1%
NRC
1491
New Republic Capital
North Carolina
$201K +$201K +3,665 New
CK
1492
Cohen Klingenstein
New York
$201K
GBT
1493
Grove Bank & Trust
Florida
$195K -$176K -3,205 -47%
HCM
1494
Hollencrest Capital Management
California
$192K -$16K -291 -8%
PAM
1495
Paradigm Asset Management
New York
$181K
MWA
1496
Moser Wealth Advisors
Washington
$180K +$56.3K +1,025 +46%
BFEC
1497
Benjamin F. Edwards & Company
Missouri
$175K +$83.1K +1,514 +90%
GC
1498
Garde Capital
Washington
$174K -$286K -5,195 -62%
CWC
1499
Carolinas Wealth Consulting
North Carolina
$166K -$12.3K -237 -7%
FHA
1500
First Horizon Advisors
Tennessee
$163K -$47.8K -870 -23%