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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 %
BAM
1676
Bellevue Asset Management
Washington
$16.2K +$57 +1 +0.4%
DMKJ
1677
David M. Knott Jr
$16K
TCA
1678
Trifecta Capital Advisors
Illinois
$16K -$25.5K -450 -61%
BHWM
1679
Beaird Harris Wealth Management
Texas
$15.7K
TAIM
1680
TD Ameritrade Investment Management
Nebraska
$15K -$3.32K -58 -18%
ME
1681
McIlrath & Eck
Washington
$14.9K -$2.27K -40 -13%
DWA
1682
Delos Wealth Advisors
Texas
$14.7K
CSWM
1683
Cassady Schiller Wealth Management
Ohio
$14.7K
CWM
1684
CarsonAllaria Wealth Management
Illinois
$14.2K +$57 +1 +0.4%
RFA
1685
Register Financial Advisors
Georgia
$14.2K +$14.2K +251 New
IFAM
1686
Institutional & Family Asset Management
Colorado
$12.8K
BEI
1687
Benjamin Edwards Inc
Missouri
$12K
HB
1688
Horizon Bancorp
Indiana
$12K +$12K +209 New
HF
1689
Halpern Financial
Virginia
$11.4K -$850 -15 -7%
GWMIA
1690
Global Wealth Management Investment Advisory
Florida
$11.3K +$11.3K +200 New
SVCP
1691
Silicon Valley Capital Partners
California
$11K +$11K +193 New
NSG
1692
Nalls Sherbakoff Group
Tennessee
$10.7K -$7.9K -150 -42%
FCT
1693
First Community Trust
Iowa
$10.7K
GG
1694
Gleason Group
Kentucky
$10.6K +$57 +1 +0.5%
SIS
1695
Strategic Investment Solutions
Illinois
$10.6K -$1.63K -31 -13%
IGWM
1696
ICA Group Wealth Management
Colorado
$10.5K -$11.3K -200 -52%
GEA
1697
Glen Eagle Advisors
New Jersey
$10.3K
PIAS
1698
PCA Investment Advisory Services
Ohio
$10.2K +$10.2K +180 New
CIR
1699
Clear Investment Research
Georgia
$10.2K +$8.73K +154 +592%
PWMG
1700
Prestige Wealth Management Group
New Jersey
$10.1K +$1.3K +23 +15%