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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 %
SC
1701
Stephens Consulting
Michigan
$10K
MWM
1702
Mascoma Wealth Management
New Hampshire
$9.83K -$3.34K -51 -25%
TCM
1703
Tradewinds Capital Management
Washington
$9.72K -$9.95K -175 -51%
MCM
1704
McMillion Capital Management
North Carolina
$9.35K +$9.35K +165 New
RFG
1705
RFP Financial Group
Georgia
$9.3K -$3.57K -63 -28%
AIM
1706
Arcadia Investment Management
Michigan
$9.13K +$5.84K +103 +178%
WAS
1707
Winch Advisory Services
Wisconsin
$9K
IPW
1708
Impact Partnership Wealth
Georgia
$8.96K +$8.96K +158 New
VCM
1709
Versant Capital Management
Arizona
$8.62K -$1.36K -24 -14%
HC
1710
Hoese & Co
Minnesota
$8.61K
PPC
1711
Park Place Capital
Alabama
$8.45K -$29K -512 -77%
SIS
1712
Sound Income Strategies
Florida
$8.45K
GCM
1713
Gables Capital Management
Florida
$8.45K +$8.45K +149 New
CCMI
1714
Creative Capital Management Investments
California
$8.22K
HCM
1715
Highlander Capital Management
New Jersey
$8K
BONH
1716
Bank of New Hampshire
New Hampshire
$7.94K +$850 +15 +12%
TIM
1717
Tortoise Investment Management
New York
$7.31K
FPF
1718
First Pacific Financial
Washington
$7.09K +$7.09K +125 New
ARS
1719
Adirondack Retirement Specialists
New York
$7.03K -$6.12K -108 -47%
FMTCOCP
1720
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K +$7K +115 New
CFFP
1721
Center for Financial Planning
Michigan
$6.69K +$6.69K +118 New
OPTFSNA
1722
Old Point Trust & Financial Services N A
Virginia
$6.58K +$6.58K +116 New
CAS
1723
Coppell Advisory Solutions
Texas
$6.51K +$6.51K +114 New
BFPW
1724
BOK Financial Private Wealth
Colorado
$6.46K -$2.15K -38 -25%
RTL
1725
Red Tortoise LLC
Georgia
$6.01K -$12.8K -226 -68%