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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 %
CT
1676
Cambridge Trust
Massachusetts
$9.28K +$9.28K +169 New
RFG
1677
RFP Financial Group
Georgia
$9K
WAS
1678
Winch Advisory Services
Wisconsin
$9K +$56 +1 +0.6%
AIM
1679
Arcadia Investment Management
Michigan
$8.84K
HC
1680
Hoese & Co
Minnesota
$8.34K
MWM
1681
Mascoma Wealth Management
New Hampshire
$8.24K
GCM
1682
Gables Capital Management
Florida
$8.18K
SIS
1683
Sound Income Strategies
Florida
$8.18K
PPC
1684
Park Place Capital
Alabama
$8.18K
CCMI
1685
Creative Capital Management Investments
California
$7.96K
ITFISA
1686
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$7.96K +$7.96K +145 New
NECFA
1687
New England Capital Financial Advisors
Connecticut
$7.65K -$11K -200 -59%
ME
1688
McIlrath & Eck
Washington
$7.15K -$7.32K -133 -51%
TIM
1689
Tortoise Investment Management
New York
$7.08K
HCM
1690
Highlander Capital Management
New Jersey
$7K
FPF
1691
First Pacific Financial
Washington
$6.86K
CFFP
1692
Center for Financial Planning
Michigan
$6.48K
BFPW
1693
BOK Financial Private Wealth
Colorado
$6.26K
FMTCOCP
1694
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
RF
1695
Robbins Farley
New Hampshire
$5.93K +$5.93K +108 New
RTL
1696
Red Tortoise LLC
Georgia
$5.82K
NSG
1697
Nalls Sherbakoff Group
Tennessee
$5.66K -$5.49K -100 -49%
MWA
1698
Miller Wealth Advisors
Colorado
$5.49K
ETC
1699
Exchange Traded Concepts
Oklahoma
$5.22K +$3.73K +68 +252%
CHA
1700
Carmichael Hill & Associates
Maryland
$4.95K