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 %
CTWM
1701
Cherry Tree Wealth Management
Minnesota
$4.79K
MTIC
1702
Missouri Trust & Investment Company
Missouri
$4.28K -$55 -1 -1%
FWM
1703
Focused Wealth Management
New York
$4.03K +$1.1K +20 +38%
BBPWM
1704
Blue Bell Private Wealth Management
Pennsylvania
$3.63K
JGIA
1705
Jackson Grant Investment Advisers
Connecticut
$3.4K
CAM
1706
Costello Asset Management
Pennsylvania
$3.29K
EBA
1707
Eagle Bay Advisors
New York
$3.29K
MFT
1708
Moisand Fitzgerald Tamayo
Florida
$3.03K +$1.16K +21 +62%
TFGT
1709
TS Financial Group (TSFG)
Illinois
$3K
AW
1710
Avion Wealth
Texas
$3K +$1.67K +44 +126%
PAG
1711
Paladin Advisory Group
Iowa
$2.86K
BHWM
1712
Bay Harbor Wealth Management
Maryland
$2.77K
HFS
1713
HBC Financial Services
Washington
$2K
TWP
1714
TFO Wealth Partners
Ohio
$1.42K
WIM
1715
Westside Investment Management
California
$1.37K
ECM
1716
Everence Capital Management
Indiana
$1.17K -$123 -2,240 -9%
RA
1717
Rise Advisors
New York
$1.11K
CAM
1718
ClariVest Asset Management
California
$1K +$1K +14 New
DFA
1719
DHJJ Financial Advisors
Illinois
$945 +$945 +17 New
BONH
1720
Bank of New Hampshire
New Hampshire
$824 -$6.87K -125 -89%
WWM
1721
Wolff Wiese Magana
California
$562
IG
1722
ING Group
Netherlands
$494 -$2.22M -40,407 -100%
UFF
1723
USA Financial Formulas
Michigan
$384
SPWM
1724
Spartan Planning & Wealth Management
North Carolina
$275 +$275 +5 New
AWA
1725
Authentikos Wealth Advisory
California
$220 +$220 +4 New