SCHW icon

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 %
NCM
1551
Northwest Capital Management
Oregon
$80.6K +$275 +5 +0.3%
CCA
1552
Column Capital Advisors
Indiana
$79.7K -$824 -15 -1%
MA
1553
MCF Advisors
Kentucky
$78K -$17.7K -322 -18%
MCM
1554
MV Capital Management
Maryland
$77.8K +$4.23K +77 +6%
TFM
1555
TFC Financial Management
Massachusetts
$76.1K -$17.8K -325 -19%
MAWCM
1556
Mine & Arao Wealth Creation & Management
California
$75.6K +$165 +3 +0.2%
WAS
1557
Wesleyan Assurance Society
United Kingdom
$69K +$69K +1,250 New
HIA
1558
Harbor Investment Advisory
Maryland
$68.7K -$17K -1,825 -20%
VCM
1559
Versant Capital Management
Arizona
$67K +$58.6K +1,068 +703%
DIP
1560
DT Investment Partners
Pennsylvania
$66.6K
OC
1561
Oakworth Capital
Alabama
$65.9K
Legacy Financial Group (Iowa)
1562
Legacy Financial Group (Iowa)
Iowa
$65.2K +$65.2K +1,188 New
AF
1563
Advisornet Financial
Minnesota
$62.8K -$453K -8,243 -88%
DMBA
1564
Deseret Mutual Benefit Administrators
Utah
$61.7K -$3.18K -58 -5%
MMG
1565
Monetary Management Group
Missouri
$60.4K -$8.24K -150 -12%
RAM
1566
Ramirez Asset Management
New York
$60.4K +$60.4K +1,100 New
BWM
1567
Baystate Wealth Management
Massachusetts
$60.1K +$220 +4 +0.4%
ZB
1568
Zions Bancorporation
Utah
$59.5K -$659 -12 -1%
ADL
1569
Asset Dedication LLC
California
$59K +$11.1K +205 +23%
FIM
1570
FWL Investment Management
Texas
$58.5K +$58.5K +1,066 New
TFG
1571
Team Financial Group
California
$57.8K +$57.8K +1,053 New
CBT
1572
CoreFirst Bank & Trust
Kansas
$56.1K +$56.1K +1,022 New
MCM
1573
Manchester Capital Management
Vermont
$56K -$49.5K -901 -47%
RG
1574
Retirement Group
California
$55.7K -$20.4K -372 -27%
PP
1575
Pacifica Partners
Canada
$54.4K +$54.4K +1,065 New