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 %
BAM
1651
Bellevue Asset Management
Washington
$15.7K +$55 +1 +0.4%
TCA
1652
Trifecta Capital Advisors
Illinois
$15.5K
DWA
1653
Delos Wealth Advisors
Texas
$15.4K
BHWM
1654
Beaird Harris Wealth Management
Texas
$15.2K
SWM
1655
Sugarloaf Wealth Management
Georgia
$15.1K -$3.02K -55 -17%
GTAM
1656
Global Trust Asset Management
Florida
$14.6K -$14K -255 -49%
CSWM
1657
Cassady Schiller Wealth Management
Ohio
$14.2K
HWM
1658
HighMark Wealth Management
Minnesota
$13.9K -$6.65K -121 -32%
FM
1659
Family Management
New York
$13.1K +$13.1K +239 New
SFG
1660
Steward Financial Group
Texas
$13K +$13K +243 New
AAG
1661
Armstrong Advisory Group
Massachusetts
$12.7K -$4.72K -86 -27%
IFAM
1662
Institutional & Family Asset Management
Colorado
$12.4K
HF
1663
Halpern Financial
Virginia
$11.1K
BEI
1664
Benjamin Edwards Inc
Missouri
$11K
GWMIA
1665
Global Wealth Management Investment Advisory
Florida
$11K
PWMG
1666
Provence Wealth Management Group
California
$11K +$11K +200 New
SVCP
1667
Silicon Valley Capital Partners
California
$10.6K +$55 +1 +0.5%
GG
1668
Gleason Group
Kentucky
$10.4K +$55 +1 +0.5%
FCT
1669
First Community Trust
Iowa
$10.3K
CCC
1670
Chelsea Counsel Company
California
$10.2K +$10.2K +185 New
AIC
1671
Archer Investment Corporation
Indiana
$10K +$10K +182 New
GEA
1672
Glen Eagle Advisors
New Jersey
$9.94K
CIR
1673
Clear Investment Research
Georgia
$9.88K
TCM
1674
Tradewinds Capital Management
Washington
$9.45K +$55 +1 +0.6%
PS
1675
PayPay Securities
Japan
$9.44K +$9.44K +172 New