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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 %
PGAM
1576
Princeton Global Asset Management
New Jersey
$16.8K
AAG
1577
Armstrong Advisory Group
Massachusetts
$16.7K +$16.7K +318 New
AAP
1578
Arax Advisory Partners
Colorado
$16.6K +$15.4K +294 +1,278%
SIM
1579
Studio Investment Management
Illinois
$16.6K -$295K -5,636 -95%
ME
1580
McIlrath & Eck
Washington
$15.9K +$2.1K +40 +15%
MRCM
1581
M&R Capital Management
New Jersey
$15.7K -$35.4K -676 -69%
CMANY
1582
Capital Management Associates (New York)
New York
$15.7K +$15.7K +300 New
IAS
1583
IMA Advisory Services
Colorado
$15.7K +$15.7K +300 New
Jones Financial Companies
1584
Jones Financial Companies
Missouri
$15.5K -$890 -17 -5%
NECFA
1585
New England Capital Financial Advisors
Connecticut
$15.5K +$8.23K +157 +114%
IRC
1586
Investors Research Corp
Georgia
$15.2K
DMKJ
1587
David M. Knott Jr
$15K
BAM
1588
Bellevue Asset Management
Washington
$14.9K +$52 +1 +0.4%
FSWA
1589
Financial Synergies Wealth Advisors
Texas
$14.7K -$471 -9 -3%
BHWM
1590
Beaird Harris Wealth Management
Texas
$14.5K +$14.5K +277 New
DWA
1591
Delos Wealth Advisors
Texas
$13.6K +$13.6K +260 New
CSWM
1592
Cassady Schiller Wealth Management
Ohio
$13.6K +$10.5K +200 +339%
FAM
1593
Fred Alger Management
New York
$13.5K +$105 +2 +0.8%
AP
1594
Advisors Preferred
Maryland
$13.3K +$13.3K +258 New
CWM
1595
CarsonAllaria Wealth Management
Illinois
$13.1K +$13.1K +250 New
HS
1596
Horan Securities
United States
$12.7K +$2.88K +55 +29%
SIS
1597
Strategic Investment Solutions
Illinois
$12.2K +$12.2K +233 New
RFG
1598
RFP Financial Group
Georgia
$11.9K +$3.3K +63 +38%
HC
1599
Hoese & Co
Minnesota
$11.8K
IFAM
1600
Institutional & Family Asset Management
Colorado
$11.8K +$2.62K +50 +28%