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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 %
HFS
1651
HBC Financial Services
Washington
$2K +$2K +50 New
MFT
1652
Moisand Fitzgerald Tamayo
Florida
$1.78K
AIP
1653
Ahrens Investment Partners
Louisiana
$1.73K +$1.73K +33 New
HWP
1654
Highline Wealth Partners
California
$1.36K -$576 -11 -30%
CIR
1655
Clear Investment Research
Georgia
$1.36K
JWM
1656
Janiczek Wealth Management
Colorado
$1.32K -$4.32K -85 -77%
ECM
1657
Everence Capital Management
Indiana
$1.24K -$681 -13,000 -36%
RA
1658
Rise Advisors
New York
$1.05K +$1.05K +20 New
AWM
1659
Accel Wealth Management
Iowa
$1.05K +$1.05K +20 New
FWM
1660
Focused Wealth Management
New York
$890 +$890 +17 New
WWM
1661
Wolff Wiese Magana
California
$636 -$152K -2,876 -100%
2L
1662
25 LLC
Missouri
$477 +$477 +10 New
UFF
1663
USA Financial Formulas
Michigan
$367 +$367 +7 New
SSC
1664
Syverson Strege & Co
Iowa
$314
LWANC
1665
Laurel Wealth Advisors (North Carolina)
North Carolina
$53 +$53 +1 New
SVCP
1666
Silicon Valley Capital Partners
California
$25 -$40
GQG Partners
1667
GQG Partners
Florida
-$1.45B -17,377,879 Closed
ECU
1668
Egerton Capital (UK)
United Kingdom
-$791M -9,498,276 Closed
MVIP
1669
Mar Vista Investment Partners
California
-$105M -1,257,004 Closed
CCMG
1670
Clark Capital Management Group
Pennsylvania
-$96.5M -1,158,794 Closed
ZIG
1671
Zurich Insurance Group
Switzerland
-$93.7M -1,125,387 Closed
A
1672
AustralianSuper
Australia
-$85.3M -1,041,337 Closed
AM
1673
AGF Management
Ontario, Canada
-$70.8M -850,711 Closed
WIM
1674
Weitz Investment Management
Nebraska
-$60.5M -726,426 Closed
BA
1675
Bridgewater Associates
Connecticut
-$50.8M -610,615 Closed