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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 %
ARS
1601
Adirondack Retirement Specialists
New York
$11.6K +$5.4K +108 +87%
HF
1602
Halpern Financial
Virginia
$11.4K
BEI
1603
Benjamin Edwards Inc
Missouri
$11K -$78.9K -1,499 -88%
CA
1604
Crewe Advisors
Utah
$10.7K -$8.96K -171 -45%
MWM
1605
Mascoma Wealth Management
New Hampshire
$10.5K
PA
1606
PSI Advisors
Florida
$10.5K +$10.5K +200 New
WIM
1607
WealthPlan Investment Management
Nebraska
$10.1K +$10.1K +192 New
FCT
1608
First Community Trust
Iowa
$9.85K
GG
1609
Gleason Group
Kentucky
$9.8K +$9.8K +187 New
KFI
1610
Key Financial Inc
Pennsylvania
$9.59K
GEA
1611
Glen Eagle Advisors
New Jersey
$9.48K -$33.5K -640 -78%
SC
1612
Stephens Consulting
Michigan
$9.27K +$9.27K +177 New
VCM
1613
Versant Capital Management
Arizona
$9.22K -$210 -4 -2%
CMA
1614
Cedar Mountain Advisors
Oregon
$9.17K +$9.17K +175 New
PWMG
1615
Prestige Wealth Management Group
New Jersey
$8.17K -$2.99K -57 -27%
WAS
1616
Winch Advisory Services
Wisconsin
$8K +$5.3K +106 +196%
BFPW
1617
BOK Financial Private Wealth
Colorado
$7.96K +$1.99K +38 +33%
SIS
1618
Sound Income Strategies
Florida
$7.81K -$629 -12 -7%
CCMI
1619
Creative Capital Management Investments
California
$7.6K
MTIC
1620
Missouri Trust & Investment Company
Missouri
$7.33K +$3.2K +61 +77%
HCM
1621
Highlander Capital Management
New Jersey
$7K
TIM
1622
Tortoise Investment Management
New York
$6.76K +$5.24K +100 +345%
ETC
1623
Exchange Traded Concepts
Oklahoma
$6.71K +$1.36K +26 +25%
BONH
1624
Bank of New Hampshire
New Hampshire
$6.55K
MAWCM
1625
Mine & Arao Wealth Creation & Management
California
$6.03K