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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 %
CSB
1551
City State Bank
Iowa
$28K -$1.59K -30 -5%
AWM
1552
Abound Wealth Management
Tennessee
$25.1K +$1.83K +35 +8%
YAL
1553
Your Advocates Ltd
Texas
$24.6K +$24.6K +470 New
BCMLT
1554
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.6K +$24.6K +470 New
Loomis, Sayles & Company
1555
Loomis, Sayles & Company
Massachusetts
$24K +$14.8K +279 +162%
NC
1556
NewSquare Capital
Pennsylvania
$22.6K +$22.6K +432 New
RWM
1557
Ruedi Wealth Management
Illinois
$20.7K
ECM
1558
Estabrook Capital Management
New York
$20.7K +$18.3K +350 +778%
CT
1559
Clearstead Trust
Maine
$20.6K
SWA
1560
Sutton Wealth Advisors
Florida
$20.4K -$200K -3,825 -91%
IGWM
1561
ICA Group Wealth Management
Colorado
$20.2K +$17K +325 +542%
IWP
1562
IAG Wealth Partners
Wisconsin
$19.4K
WWP
1563
WR Wealth Planners
Missouri
$19.3K +$19.3K +368 New
SOW
1564
State of Wyoming
Wyoming
$19.1K +$3.14K +60 +20%
HWM
1565
HighMark Wealth Management
Minnesota
$18.8K +$10.2K +203 +119%
NSG
1566
Nalls Sherbakoff Group
Tennessee
$18.5K +$18.5K +353 New
Commonwealth Equity Services
1567
Commonwealth Equity Services
Massachusetts
$18.4K +$6.79K +129,617 +59%
TCM
1568
Tradewinds Capital Management
Washington
$18.1K +$9.16K +175 +102%
EIM
1569
Essex Investment Management
Massachusetts
$17.9K
PFA
1570
Pathway Financial Advisers
Indiana
$17.8K +$10.5K +201 +145%
MCM
1571
MV Capital Management
Maryland
$17.6K -$27.6K -527 -61%
RTL
1572
Red Tortoise LLC
Georgia
$17.4K +$10.5K +200 +152%
SV
1573
Sturgeon Ventures
United Kingdom
$17.2K +$17.2K +328 New
TAIM
1574
TD Ameritrade Investment Management
Nebraska
$17K +$8.66K +163 +104%
CSC
1575
Caldwell Sutter Capital
California
$17K +$17K +324 New