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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 %
ZB
1601
Zions Bancorporation
Utah
$62.1K -$1.36K -24 -2%
BWM
1602
Baystate Wealth Management
Massachusetts
$61.8K +$283 +5 +0.5%
HI
1603
Hoey Investments
Pennsylvania
$59.8K
EP
1604
Elkhorn Partners
Nebraska
$58K +$3.98K +70 +7%
HWA
1605
Heritage Wealth Advisors
Virginia
$56.7K -$28.1K -495 -33%
WPA
1606
West Paces Advisors
Georgia
$55.8K +$850 +15 +2%
WWP
1607
WR Wealth Planners
Missouri
$55K +$34.1K +602 +164%
CT
1608
Clearstead Trust
Maine
$52.4K +$30.2K +532 +135%
SWA
1609
Sutton Wealth Advisors
Florida
$51.4K +$29.3K +517 +133%
FMB
1610
Field & Main Bank
Kentucky
$51K
ADL
1611
Asset Dedication LLC
California
$51K +$4.69K +81 +10%
RWPA
1612
Richard W. Paul & Associates
Michigan
$49.3K
HFS
1613
Hantz Financial Services
Michigan
$48K -$13.8K -242 -22%
PA
1614
PSI Advisors
Florida
$47K +$35.7K +630 +315%
BAM
1615
Byrne Asset Management
New Jersey
$47K -$15.6K -275 -25%
RCG
1616
Rock Creek Group
District of Columbia
$46.6K -$8.62K -152 -16%
GC
1617
Gould Capital
Washington
$45.3K
KTC
1618
Kistler-Tiffany Companies
Pennsylvania
$45.3K -$260K -4,588 -85%
SAI
1619
Systematic Alpha Investments
New Jersey
$44.3K
KHC
1620
Koesten Hirschmann & Crabtree
Kansas
$43.4K -$6.01K -106 -12%
FPB
1621
First PREMIER Bank
South Dakota
$41K
RTC
1622
Riverview Trust Company
Washington
$40.1K -$58.1K -1,025 -59%
TCOV
1623
Trust Company of Vermont
Vermont
$39.7K +$3.34K +59 +9%
WOSD
1624
WFA of San Diego
California
$38.8K +$38.8K +684 New
EARNEST Partners
1625
EARNEST Partners
Georgia
$38.7K