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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 %
WAM
1651
WFA Asset Management
Wisconsin
$25.6K +$25.6K +452 New
KFI
1652
Key Financial Inc
Pennsylvania
$25.3K +$15K +264 +144%
FCG
1653
Financial Connections Group
California
$25K -$18.7K -335 -43%
TSWM
1654
Tyler-Stone Wealth Management
Ohio
$23K +$23K +400 New
IAS
1655
IMA Advisory Services
Colorado
$22.7K +$5.67K +100 +33%
BCM
1656
Bourgeon Capital Management
Connecticut
$22.7K +$22.7K +400 New
CMA
1657
Cedar Mountain Advisors
Oregon
$22.2K +$12.2K +216 +123%
CPG
1658
Cornerstone Planning Group
New Jersey
$21.9K +$21.9K +387 New
WAM
1659
Worth Asset Management
Texas
$21.8K -$48.2K -851 -69%
HWM
1660
HighMark Wealth Management
Minnesota
$21.2K +$57 +1 +0.3%
IWP
1661
IAG Wealth Partners
Wisconsin
$21K
NFSG
1662
Newbridge Financial Services Group
Florida
$20.9K -$18.4K -325 -47%
LFG
1663
Larson Financial Group
Missouri
$20.3K -$17.2K -304 -46%
SF
1664
Safeguard Financial
Wisconsin
$20K +$20K +354 New
EIM
1665
Essex Investment Management
Massachusetts
$19.3K
NECFA
1666
New England Capital Financial Advisors
Connecticut
$19.2K +$2.49K +44 +15%
IAIM
1667
Industrial Alliance Investment Management
Quebec, Canada
$19K -$466K -8,413 -96%
SWM
1668
Sugarloaf Wealth Management
Georgia
$18.7K -$50.2K -885 -73%
GJIA
1669
Glass Jacobson Investment Advisors
Maryland
$18.7K +$18.7K +330 New
SV
1670
Sturgeon Ventures
United Kingdom
$18.6K
PGAM
1671
Princeton Global Asset Management
New Jersey
$18.3K +$57 +1 +0.3%
AAG
1672
Armstrong Advisory Group
Massachusetts
$18K
FSWA
1673
Financial Synergies Wealth Advisors
Texas
$17.2K +$1.36K +24 +9%
GWSG
1674
GPS Wealth Strategies Group
Colorado
$17K +$10.8K +190 +173%
IRC
1675
Investors Research Corp
Georgia
$16.4K