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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 %
AFIA
1626
America First Investment Advisors
Nebraska
$37.7K -$19K -335 -34%
BCMLT
1627
Beacon Capital Management LLC (Tennessee)
Tennessee
$36.7K +$10K +177 +38%
CAL
1628
Capital Advisors Ltd
Ohio
$36K +$36K +639 New
AF
1629
Arrow Financial
New York
$35.4K
SOW
1630
State of Wyoming
Wyoming
$35.4K +$14.7K +259 +71%
HIM
1631
Hillsdale Investment Management
Ontario, Canada
$34.6K -$45.9K -810 -57%
BWA
1632
BDO Wealth Advisors
Florida
$34.6K -$22.4K -395 -39%
HBW
1633
Hazlett, Burt & Watson
West Virginia
$34K -$3.38K -59 -9%
SN
1634
Sittner & Nelson
Oregon
$33.6K
EAM
1635
Erste Asset Management
Austria
$33K
TWC
1636
TD Waterhouse Canada
Ontario, Canada
$32.4K -$2.02K -35 -6%
BWS
1637
Buck Wealth Strategies
Colorado
$32.4K +$170 +3 +0.5%
JWA
1638
JFS Wealth Advisors
Pennsylvania
$32.2K -$27.9K -492 -46%
NSIM
1639
North Star Investment Management
Illinois
$32K
CWA
1640
Carolina Wealth Advisors
South Carolina
$32K
CFO
1641
CVA Family Office
Colorado
$31.9K -$9.3K -164 -23%
SIC
1642
SJS Investment Consulting
Ohio
$31.1K +$28.7K +507 +1,237%
AWM
1643
Abound Wealth Management
Tennessee
$30.1K +$2.89K +51 +11%
KFP
1644
KB Financial Partners
New Jersey
$30K -$884K -15,438 -97%
SA
1645
SRH Advisors
Kansas
$29.9K
GTAM
1646
Global Trust Asset Management
Florida
$29.5K +$25.5K +450 +634%
AA
1647
AlphaMark Advisors
Kentucky
$28K +$28K +500 New
YAL
1648
Your Advocates Ltd
Texas
$27K +$397 +7 +1%
CSC
1649
Caldwell Sutter Capital
California
$26.5K +$8.16K +144 +44%
Loomis, Sayles & Company
1650
Loomis, Sayles & Company
Massachusetts
$26K