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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 %
GC
1526
Gould Capital
Washington
$41.9K +$10.5K +200 +33%
ADL
1527
Asset Dedication LLC
California
$41K +$16.1K +314 +65%
SAI
1528
Systematic Alpha Investments
New Jersey
$40.9K -$582K -11,120 -93%
FCG
1529
Financial Connections Group
California
$40K
BSB
1530
Bangor Savings Bank
Maine
$39.3K
TCA
1531
Trifecta Capital Advisors
Illinois
$38.3K +$34K +650 +793%
CFO
1532
CVA Family Office
Colorado
$38.1K +$4.66K +89 +14%
FPB
1533
First PREMIER Bank
South Dakota
$38K
NFSG
1534
Newbridge Financial Services Group
Florida
$36.3K +$15.7K +299 +76%
EARNEST Partners
1535
EARNEST Partners
Georgia
$35.7K
LFG
1536
Larson Financial Group
Missouri
$34.7K +$22.9K +438 +195%
PPC
1537
Park Place Capital
Alabama
$34.6K -$206K -3,927 -86%
HBW
1538
Hazlett, Burt & Watson
West Virginia
$34K +$34K +653 New
ANBT
1539
American National Bank & Trust
Texas
$33.6K
TCOV
1540
Trust Company of Vermont
Vermont
$33.6K +$31.4K +600 +1,463%
AF
1541
Arrow Financial
New York
$32.7K
TWC
1542
TD Waterhouse Canada
Ontario, Canada
$31.4K +$1.84K +35 +6%
SN
1543
Sittner & Nelson
Oregon
$31K +$7.44K +142 +32%
EAM
1544
Erste Asset Management
Austria
$30.5K -$3.58M -68,318 -99%
SA
1545
SRH Advisors
Kansas
$30K +$26.3K +500 +704%
HGERS
1546
Householder Group Estate & Retirement Specialist
Arizona
$30K +$30K +574 New
BWS
1547
Buck Wealth Strategies
Colorado
$29.8K +$29.8K +568 New
NSIM
1548
North Star Investment Management
Illinois
$29.6K
CWA
1549
Carolina Wealth Advisors
South Carolina
$29.6K +$10.5K +200 +55%
AP
1550
Arlington Partners
Alabama
$28.2K -$41.6K -794 -60%