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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 %
WPA
1576
West Paces Advisors
Georgia
$54.1K
HFS
1577
Hantz Financial Services
Michigan
$54K +$8.24K +151 +18%
WWP
1578
WR Wealth Planners
Missouri
$52.4K -$823 -15 -2%
OP
1579
ORG Partners
Indiana
$51K -$28.8K -524 -36%
CT
1580
Clearstead Trust
Maine
$50.8K
FMB
1581
Field & Main Bank
Kentucky
$49.4K
MIA
1582
Milestone Investment Advisors
Wisconsin
$48.8K +$48.8K +888 New
PA
1583
PSI Advisors
Florida
$48.5K +$2.91K +53 +6%
CHC
1584
City Holding Co
West Virginia
$48K -$28K -510 -37%
RWPA
1585
Richard W. Paul & Associates
Michigan
$47.8K
FAM
1586
Flaharty Asset Management
Florida
$47.3K +$47.3K +862 New
RW
1587
RVW Wealth
California
$47.1K +$47.1K +858 New
SWA
1588
Sutton Wealth Advisors
Florida
$47K -$2.75K -50 -6%
BAM
1589
Byrne Asset Management
New Jersey
$45K -$47K -827 Closed
AS
1590
AM Squared
Hong Kong
$43.9K -$60.4K -1,100 -58%
SAI
1591
Systematic Alpha Investments
New Jersey
$42.9K
GC
1592
Gould Capital
Washington
$42.8K
KHC
1593
Koesten Hirschmann & Crabtree
Kansas
$42K
GFPC
1594
Global Financial Private Client
Florida
$41K -$96.1K -1,794 -70%
TWC
1595
TD Waterhouse Canada
Ontario, Canada
$40.8K +$10.7K +200 +36%
FPB
1596
First PREMIER Bank
South Dakota
$40K
TCOV
1597
Trust Company of Vermont
Vermont
$39.1K +$714 +13 +2%
RCG
1598
Rock Creek Group
District of Columbia
$38.2K -$6.97K -127 -15%
EARNEST Partners
1599
EARNEST Partners
Georgia
$37.4K
BWL
1600
Bogart Wealth LLC
Virginia
$37K -$55.3K -1,008 -60%