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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 %
CAC
1501
Core Alternative Capital
Georgia
$61.1K +$25.7K +491 +73%
DMBA
1502
Deseret Mutual Benefit Administrators
Utah
$60.2K
ZB
1503
Zions Bancorporation
Utah
$58.7K -$8.54K -163 -13%
BAM
1504
Byrne Asset Management
New Jersey
$58K +$55.1K +1,047 +1,904%
ONST
1505
Old North State Trust
North Carolina
$57K
HFS
1506
Hantz Financial Services
Michigan
$57K +$19.4K +368 +52%
BWM
1507
Baystate Wealth Management
Massachusetts
$56.8K +$838 +16 +1%
DI
1508
Disciplined Investments
Oklahoma
$56.6K -$943 -18 -2%
JWA
1509
JFS Wealth Advisors
Pennsylvania
$55.5K +$33.1K +632 +148%
HI
1510
Hoey Investments
Pennsylvania
$55.3K +$55.3K +1,055 New
BWA
1511
BDO Wealth Advisors
Florida
$52.6K +$42.2K +805 +403%
AFIA
1512
America First Investment Advisors
Nebraska
$52.4K
FA
1513
Fortis Advisors
Pennsylvania
$52.4K
RCG
1514
Rock Creek Group
District of Columbia
$51.1K -$85.7K -1,636 -63%
WPA
1515
West Paces Advisors
Georgia
$50.8K -$1.78K -34 -3%
EP
1516
Elkhorn Partners
Nebraska
$50K +$50K +950 New
TFM
1517
TFC Financial Management
Massachusetts
$48.8K
FMB
1518
Field & Main Bank
Kentucky
$47.1K -$5.24K -100 -10%
SS
1519
Sunbelt Securities
Texas
$46.9K +$46.9K +893 New
MIA
1520
Milestone Investment Advisors
Wisconsin
$46.5K +$46.5K +888 New
KHC
1521
Koesten Hirschmann & Crabtree
Kansas
$45.6K -$5.55K -106 -11%
RWPA
1522
Richard W. Paul & Associates
Michigan
$45.6K
BIA
1523
Bell Investment Advisors
California
$45K -$10.6K -202 -19%
RG
1524
Retirement Group
California
$44K +$44K +849 New
ETH
1525
Exos TFP Holdings
New York
$42.6K +$26.6K +508 +167%