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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 %
AMI
1701
Amica Mutual Insurance
Rhode Island
-$5.44M -65,370 Closed
MCM
1702
Mitchell Capital Management
Kansas
-$4.63M -55,570 Closed
CI
1703
CX Institutional
Indiana
-$4.6M -55,191 Closed
CM
1704
Crestline Management
Texas
-$4.58M -55,000 Closed
JWM
1705
Jessup Wealth Management
Ohio
-$4.46M -53,563 Closed
TC
1706
Taika Capital
Florida
-$3.46M -41,600 Closed
TC
1707
Telemus Capital
Michigan
-$3.35M -39,612 Closed
BS
1708
Bessemer Securities
New York
-$2.92M -35,102 Closed
GTCM
1709
Gyon Technologies Capital Management
New Jersey
-$2.87M -34,429 Closed
FMI
1710
F/M Investments
District of Columbia
-$2.58M -31,013 Closed
PMAM
1711
Picton Mahoney Asset Management
Ontario, Canada
-$2.5M -30,060 Closed
NFG
1712
Nations Financial Group
Iowa
-$2.5M -30,048 Closed
MUAMU
1713
Mitsubishi UFJ Asset Management (UK)
United Kingdom
-$2.5M -30,000 Closed
RCM
1714
Regency Capital Management
Hawaii
-$2.39M -28,739 Closed
CPC
1715
Cookson Peirce & Co
Pennsylvania
-$2.12M -25,495 Closed
CIP
1716
Chartwell Investment Partners
Pennsylvania
-$2.03M -24,411 Closed
IWA
1717
IBEX Wealth Advisors
New Jersey
-$1.99M -23,951 Closed
AP
1718
Appleton Partners
Massachusetts
-$1.88M -22,546 Closed
BIM
1719
Bridges Investment Management
Nebraska
-$1.83M -21,973 Closed
ETCM
1720
Evolutionary Tree Capital Management
Virginia
-$1.82M -21,884 Closed
DCM
1721
Dupont Capital Management
Delaware
-$1.72M -20,604 Closed
LFM
1722
LGT Fund Management
Liechtenstein
-$1.67M -20,000 Closed
AWP
1723
Accretive Wealth Partners
New Jersey
-$1.66M -19,907 Closed
PCM
1724
Prelude Capital Management
New York
-$1.64M -19,718 Closed
NC
1725
NovaPoint Capital
Georgia
-$1.55M -18,573 Closed