SCHW icon

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 %
YAL
1626
Your Advocates Ltd
Texas
$24.9K -$1.32K -24 -5%
KFI
1627
Key Financial Inc
Pennsylvania
$24.5K
HGERS
1628
Householder Group Estate & Retirement Specialist
Arizona
$23.9K +$23.9K +436 New
GM
1629
GeoWealth Management
Illinois
$23K +$23K +420 New
TSWM
1630
Tyler-Stone Wealth Management
Ohio
$22K
BCM
1631
Bourgeon Capital Management
Connecticut
$22K
IAS
1632
IMA Advisory Services
Colorado
$22K
ITIM
1633
Indiana Trust & Investment Management
Indiana
$22K +$22K +400 New
CMA
1634
Cedar Mountain Advisors
Oregon
$21.5K +$55 +1 +0.3%
NFSG
1635
Newbridge Financial Services Group
Florida
$21.5K +$1.26K +23 +6%
IWP
1636
IAG Wealth Partners
Wisconsin
$20.3K
Jones Financial Companies
1637
Jones Financial Companies
Missouri
$20.1K -$111K -2,021 -85%
HFM
1638
Harvest Fund Management
China
$20K -$181K -3,242 -90%
PFA
1639
Pathway Financial Advisers
Indiana
$18.8K +$18.8K +343 New
EIM
1640
Essex Investment Management
Massachusetts
$18.7K
NC
1641
NewSquare Capital
Pennsylvania
$18.6K +$12.8K +234 +225%
GJIA
1642
Glass Jacobson Investment Advisors
Maryland
$18.1K +$55 +1 +0.3%
SV
1643
Sturgeon Ventures
United Kingdom
$18K
HBW
1644
Hazlett, Burt & Watson
West Virginia
$18K -$14.6K -266 -45%
PGAM
1645
Princeton Global Asset Management
New Jersey
$17.7K +$55 +1 +0.3%
CPG
1646
Cornerstone Planning Group
New Jersey
$17.6K -$3.62K -66 -17%
IRC
1647
Investors Research Corp
Georgia
$17.5K +$1.59K +29 +10%
CAS
1648
Coppell Advisory Solutions
Texas
$17.3K +$7.83K +94 +82%
GWSG
1649
GPS Wealth Strategies Group
Colorado
$16.5K
FSWA
1650
Financial Synergies Wealth Advisors
Texas
$15.9K -$769 -14 -5%