SCHW icon

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 %
FA
1576
Fiduciary Alliance
South Carolina
$92.5K +$92.5K +1,632 New
BC
1577
Barrett & Company
Rhode Island
$90K
SFCL
1578
Strengthening Families & Communities LLC
Massachusetts
$89K +$89K +1,564 New
MME
1579
Meag Munich Ergo
Germany
$88K
OIA
1580
Optimum Investment Advisors
Illinois
$86.5K +$17.1K +301 +25%
TC
1581
Truvestments Capital
Florida
$84.6K +$84.6K +1,492 New
AWM
1582
AllSquare Wealth Management
New York
$83.9K
OP
1583
ORG Partners
Indiana
$83.7K +$83.7K +1,453 New
CCA
1584
Column Capital Advisors
Indiana
$83.2K
NCM
1585
Northwest Capital Management
Oregon
$82.8K +$82.8K +1,462 New
DIP
1586
DT Investment Partners
Pennsylvania
$79.7K
RG
1587
Retirement Group
California
$78.6K +$30.5K +538 +63%
CHC
1588
City Holding Co
West Virginia
$78.5K +$5.67K +100 +8%
MCI
1589
MRP Capital Investments
Georgia
$78K -$549K -9,692 -88%
MAWCM
1590
Mine & Arao Wealth Creation & Management
California
$77.8K +$71.3K +1,259 +1,095%
QC
1591
Quent Capital
New York
$76.5K -$6.01K -106 -7%
CFS
1592
CGC Financial Services
Oregon
$76.3K +$76.3K +1,346 New
MCM
1593
MV Capital Management
Maryland
$76K +$56.9K +1,004 +299%
CAC
1594
Core Alternative Capital
Georgia
$72.9K +$6.86K +121 +10%
MMG
1595
Monetary Management Group
Missouri
$70.9K -$14.2K -250 -17%
Belvedere Trading
1596
Belvedere Trading
Illinois
$70.7K -$71.5K -1,261 -50%
AAP
1597
Arax Advisory Partners
Colorado
$70.6K +$52.7K +929 +293%
OC
1598
Oakworth Capital
Alabama
$68K
DMBA
1599
Deseret Mutual Benefit Administrators
Utah
$66.9K +$1.76K +31 +3%
SS
1600
Sunbelt Securities
Texas
$64.2K +$13.5K +239 +27%