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Charles Schwab

1,763 hedge funds and large institutions have $82.9B invested in Charles Schwab in 2023 Q2 according to their latest regulatory filings, with 251 funds opening new positions, 797 increasing their positions, 556 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,763
Holders Change
+100
Holders Change %
+6.01%
% of All Funds
27.8%
Holding in Top 10
67
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+31.37%
% of All Funds
1.06%
New
251
Increased
797
Reduced
556
Closed
143
Calls
$1.73B
Puts
$1.98B
Net Calls
-$248M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
1551
Acropolis Investment Management
Missouri
$126K -$45.4K -801 -26%
CSB
1552
City State Bank
Iowa
$125K +$95K +1,680 +317%
BIA
1553
Bell Investment Advisors
California
$122K +$72.8K +1,285 +149%
FMII
1554
Farmers & Merchants Investments Inc
Nebraska
$120K -$190K -3,350 -61%
TCWA
1555
Ten Capital Wealth Advisors
Washington
$119K -$2.59K -46 -2%
RFA
1556
Resurgent Financial Advisors
Georgia
$119K -$8.5K -150 -7%
TFP
1557
Tilia Fiduciary Partners
North Carolina
$111K +$3.29K +58 +3%
SSG
1558
Summit Securities Group
New York
$110K -$59.6K -1,051 -35%
PK
1559
Pflug Koory
Nebraska
$109K -$6.8K -120 -6%
MCM
1560
Manchester Capital Management
Vermont
$109K -$102K -1,797 -48%
AS
1561
AM Squared
Hong Kong
$108K -$691K -12,200 -87%
ECM
1562
Estabrook Capital Management
New York
$107K +$85K +1,500 +380%
DCM
1563
Disciplina Capital Management
Tennessee
$104K +$104K +1,843 New
CWP
1564
Concord Wealth Partners
Virginia
$104K +$17.8K +314 +21%
HFM
1565
Hartford Financial Management
Connecticut
$102K
BAM
1566
Bosun Asset Management
Illinois
$101K +$101K +1,791 New
LS
1567
Livforsakringsbolaget Skandia
Sweden
$99.8K
MA
1568
MCF Advisors
Kentucky
$98.7K +$227 +4 +0.2%
TFM
1569
TFC Financial Management
Massachusetts
$97K +$44.2K +779 +84%
BWL
1570
Bogart Wealth LLC
Virginia
$95.4K +$12.8K +225 +15%
BFEC
1571
Benjamin F. Edwards & Company
Missouri
$95K -$346K -6,097 -78%
SAG
1572
Spotlight Asset Group
Illinois
$93.5K +$93.5K +1,649 New
C
1573
Covestor
United Kingdom
$93K -$7.13K -125 -7%
MFA
1574
McClarren Financial Advisors
Pennsylvania
$93K +$394 +7 +0.4%
DAM
1575
Delta Asset Management
Tennessee
$92.9K