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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 %
MMC
1726
Mizuho Markets Cayman
Cayman Islands
-$1.51M -18,189 Closed
SCM
1727
Silvant Capital Management
Georgia
-$1.41M -16,910 Closed
WI
1728
WBI Investments
New Jersey
-$1.2M -14,464 Closed
CNWM
1729
Clay Northam Wealth Management
California
-$1.15M -13,773 Closed
BG
1730
Bollard Group
Massachusetts
-$1.12M -13,388 Closed
MYIA
1731
Mount Yale Investment Advisors
Colorado
-$993K -11,926 Closed
FM
1732
Family Management
New York
-$922K -11,069 Closed
SAM
1733
Seelaus Asset Management
New Jersey
-$878K -10,544 Closed
CA
1734
Claro Advisors
Massachusetts
-$804K -9,662 Closed
SFG
1735
SNS Financial Group
Minnesota
-$780K -9,370 Closed
VI
1736
Versor Investments
New York
-$699K -8,400 Closed
ARMT
1737
Amica Retiree Medical Trust
Rhode Island
-$649K -7,790 Closed
FNBOH
1738
First National Bank of Hutchinson
Kansas
-$642K -7,707 Closed
ALAM
1739
Asahi Life Asset Management
Japan
-$607K -7,285 Closed
ICM
1740
Intrepid Capital Management
Florida
-$600K -7,211 Closed
SCM
1741
Stevens Capital Management
Pennsylvania
-$598K -7,182 Closed
CWM
1742
Calamos Wealth Management
Illinois
-$586K -7,043 Closed
TSS
1743
Two Sigma Securities
New York
-$576K -6,919 Closed
AGA
1744
Accuvest Global Advisors
Utah
-$528K -6,344 Closed
CC
1745
Corton Capital
Ontario, Canada
-$511K -6,143 Closed
ONGA
1746
O'Neil Global Advisors
California
-$483K -5,800 Closed
CCA
1747
Childress Capital Advisors
Texas
-$481K -5,781 Closed
SC
1748
SRB Corp
Massachusetts
-$479K -5,744 Closed
DU
1749
Delphia (USA)
Ontario, Canada
-$473K -5,684 Closed
4WM
1750
44 Wealth Management
Oregon
-$456K -5,471 Closed