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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 %
BCMLT
1601
Beacon Capital Management LLC (Tennessee)
Tennessee
$36.7K
AFIA
1602
America First Investment Advisors
Nebraska
$36.5K
CAL
1603
Capital Advisors Ltd
Ohio
$35K
AF
1604
Arrow Financial
New York
$34.3K
BCM
1605
BluePath Capital Management
Georgia
$33.6K +$33.6K +612 New
SN
1606
Sittner & Nelson
Oregon
$32.5K
HWA
1607
Heritage Wealth Advisors
Virginia
$32.1K -$22.8K -416 -42%
EAM
1608
Erste Asset Management
Austria
$32K
BWS
1609
Buck Wealth Strategies
Colorado
$31.5K +$110 +2 +0.4%
AWM
1610
Abound Wealth Management
Tennessee
$31.3K +$2.14K +39 +7%
NSIM
1611
North Star Investment Management
Illinois
$31K
CWA
1612
Carolina Wealth Advisors
South Carolina
$31K
HI
1613
Hoey Investments
Pennsylvania
$30.5K -$27.5K -500 -47%
SIC
1614
SJS Investment Consulting
Ohio
$30.3K +$220 +4 +0.7%
AAP
1615
Arax Advisory Partners
Colorado
$30.3K -$38.2K -695 -56%
EP
1616
Elkhorn Partners
Nebraska
$30K -$25.6K -470 -46%
JWA
1617
JFS Wealth Advisors
Pennsylvania
$29K -$2.14K -39 -7%
KFP
1618
KB Financial Partners
New Jersey
$29K
SL
1619
Salomon & Ludwin
Virginia
$28.6K +$28.6K +521 New
Loomis, Sayles & Company
1620
Loomis, Sayles & Company
Massachusetts
$28K +$3.14K +57 +13%
PCA
1621
Providence Capital Advisors
North Carolina
$27.6K +$27.6K +502 New
AA
1622
AlphaMark Advisors
Kentucky
$27K
CSC
1623
Caldwell Sutter Capital
California
$25.7K
WT
1624
Washington Trust
Rhode Island
$25.1K -$127K -2,315 -84%
WAM
1625
WFA Asset Management
Wisconsin
$24.9K +$110 +2 +0.4%