SCHW icon

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 %
SIA
1726
Sit Investment Associates
Minnesota
$6K
NC
1727
NewSquare Capital
Pennsylvania
$5.9K -$18.6K -328 -76%
MWA
1728
Miller Wealth Advisors
Colorado
$5.67K +$5.67K +100 New
CHA
1729
Carmichael Hill & Associates
Maryland
$5.11K
CA
1730
Crewe Advisors
Utah
$5.1K -$6.52K -115 -56%
CTWM
1731
Cherry Tree Wealth Management
Minnesota
$4.94K +$4.94K +87 New
MTIC
1732
Missouri Trust & Investment Company
Missouri
$4.48K -$3.46K -61 -44%
FCB
1733
First Command Bank
Texas
$4.48K +$4.48K +79 New
FCFS
1734
First Command Financial Services
Texas
$4.48K +$4.48K +79 New
BBPWM
1735
Blue Bell Private Wealth Management
Pennsylvania
$3.75K +$568 +10 +18%
JGIA
1736
Jackson Grant Investment Advisers
Connecticut
$3.51K
DI
1737
Disciplined Investments
Oklahoma
$3.46K -$57.8K -1,020 -94%
CAM
1738
Costello Asset Management
Pennsylvania
$3.4K
EBA
1739
Eagle Bay Advisors
New York
$3.4K
FWM
1740
Focused Wealth Management
New York
$3.02K +$2.05K +36 +212%
VCM
1741
Vigilant Capital Management
Maine
$3K
HFS
1742
HBC Financial Services
Washington
$3K
TFGT
1743
TS Financial Group (TSFG)
Illinois
$3K +$457 +7 +18%
PFG
1744
Piershale Financial Group
Illinois
$2.98K +$56 +1 +2%
PAG
1745
Paladin Advisory Group
Iowa
$2.95K
BHWM
1746
Bay Harbor Wealth Management
Maryland
$2.85K
TAM
1747
Tucker Asset Management
Colorado
$2.15K -$907 -16 -30%
MFT
1748
Moisand Fitzgerald Tamayo
Florida
$1.93K
FGAM
1749
Financial Gravity Asset Management
Texas
$1.56K +$137 +5 +10%
ETC
1750
Exchange Traded Concepts
Oklahoma
$1.53K -$5.72K -101 -79%