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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 %
SIA
1626
Sit Investment Associates
Minnesota
$6K
GWSG
1627
GPS Wealth Strategies Group
Colorado
$5.76K +$5.76K +110 New
RP
1628
Repertoire Partners
New York
$5.24K
CHA
1629
Carmichael Hill & Associates
Maryland
$4.72K +$4.72K +90 New
DF
1630
DecisionPoint Financial
Arizona
$4.45K +$4.45K +85 New
GTAM
1631
Global Trust Asset Management
Florida
$3.72K -$31.4K -600 -89%
FGAM
1632
Financial Gravity Asset Management
Texas
$3.39K -$2.02K -31 -37%
JGIA
1633
Jackson Grant Investment Advisers
Connecticut
$3.25K +$3.25K +62 New
SC
1634
Schubert & Co
Texas
$3.2K -$4.45K -85 -58%
CAM
1635
Costello Asset Management
Pennsylvania
$3.14K
EBA
1636
Eagle Bay Advisors
New York
$3.14K +$1.41K +27 +82%
AIM
1637
Arcadia Investment Management
Michigan
$3.04K +$3.04K +58 New
VCM
1638
Vigilant Capital Management
Maine
$3K
RDIA
1639
RE Dickinson Investment Advisors
Iowa
$3K +$3K +59 New
BBPWM
1640
Blue Bell Private Wealth Management
Pennsylvania
$2.93K +$524 +10 +22%
TAM
1641
Tucker Asset Management
Colorado
$2.83K
PFG
1642
Piershale Financial Group
Illinois
$2.74K
PAG
1643
Paladin Advisory Group
Iowa
$2.72K +$2.72K +52 New
GA
1644
GoalVest Advisory
New York
$2.67K -$576 -11 -18%
CSPAM
1645
Cary Street Partners Asset Management
Virginia
$2.62K
BHWM
1646
Bay Harbor Wealth Management
Maryland
$2.62K +$2.62K +50 New
RCM
1647
Raleigh Capital Management
North Carolina
$2.51K +$2.51K +48 New
SIC
1648
SJS Investment Consulting
Ohio
$2.15K -$1.62K -31 -43%
TFGT
1649
TS Financial Group (TSFG)
Illinois
$2K
AW
1650
Avion Wealth
Texas
$2K +$2K +31 New