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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 %
JWM
1501
Janiczek Wealth Management
Colorado
$163K +$163K +2,964 +98,800%
SWA
1502
SOA Wealth Advisors
New York
$162K +$3.4K +62 +2%
HWP
1503
Highline Wealth Partners
California
$162K
HWA
1504
HHM Wealth Advisors
Tennessee
$161K +$1.81K +33 +1%
ALAM
1505
Asahi Life Asset Management
Japan
$160K +$160K +2,910 New
FFA
1506
Fairfield Financial Advisors
Massachusetts
$160K -$395K -7,199 -71%
GWS
1507
Glassman Wealth Services
Virginia
$158K +$24.5K +446 +18%
PB
1508
Pinnacle Bancorp
Nebraska
$158K +$2.75K +50 +2%
MAM
1509
Magellan Asset Management
Australia
$156K
WPWM
1510
Western Pacific Wealth Management
Illinois
$155K +$12.1K +220 +8%
MFG
1511
Mendota Financial Group
Wisconsin
$152K
SOW
1512
State of Wyoming
Wyoming
$146K +$112K +2,033 +326%
LF
1513
Lee Financial
Texas
$144K +$220 +4 +0.2%
FMP
1514
Financial Management Professionals
Texas
$141K
RP
1515
Rowlandmiller & Partners
Georgia
$136K +$136K +2,485 New
SA
1516
SRH Advisors
Kansas
$135K +$103K +1,884 +330%
CP
1517
Castleview Partners
Texas
$126K -$698K -12,706 -85%
CFD
1518
Creative Financial Designs
Indiana
$123K +$110 +2 +0.1%
LFG
1519
Larson Financial Group
Missouri
$123K +$103K +1,875 +522%
BIA
1520
Bell Investment Advisors
California
$122K +$4.28K +78 +4%
CSB
1521
City State Bank
Iowa
$121K
VC
1522
Vestor Capital
Illinois
$116K -$18.2K -333 -14%
RFA
1523
Resurgent Financial Advisors
Georgia
$114K -$1.15K -21 -1%
EMFAT
1524
Emerald Mutual Fund Advisers Trust
Pennsylvania
$112K -$55.1K -1,003 -33%
TWM
1525
Tradition Wealth Management
Minnesota
$111K -$53.9K -981 -33%