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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 %
M
1751
Mirova
France
-$449K -5,394 Closed
Fayez Sarofim & Co
1752
Fayez Sarofim & Co
Texas
-$447K -5,363 Closed
GKWIM
1753
Gerber Kawasaki Wealth & Investment Management
California
-$444K -5,330 Closed
MWM
1754
Meridian Wealth Management
Kentucky
-$415K -4,980 Closed
AC
1755
ASB Consultores
Florida
-$405K -4,859 Closed
PIM
1756
Progressive Investment Management
Oregon
-$387K -4,647 Closed
RC
1757
Rovin Capital
Arizona
-$385K -4,629 Closed
GL
1758
Graypoint LLC
New York
-$379K -4,554 Closed
DWM
1759
Defined Wealth Management
Oregon
-$355K -4,267 Closed
ACIM
1760
Azimuth Capital Investment Management
Michigan
-$354K -4,250 Closed
BJL
1761
Brighton Jones LLC
Washington
-$353K -4,238 Closed
AWA
1762
Arete Wealth Advisors
Illinois
-$345M -4,139 Closed
KA
1763
Klingman & Associates
New York
-$344K -4,128 Closed
SMH
1764
Sanders Morris Harris
Texas
-$333K -4,000 Closed
LFA
1765
Legacy Financial Advisors
Kentucky
-$333K -3,996 Closed
CFA
1766
CWS Financial Advisors
Michigan
-$260K -3,982 Closed
CGFA
1767
Colton Groome Financial Advisors
North Carolina
-$329K -3,954 Closed
RIA
1768
Regal Investment Advisors
Michigan
-$326K -3,918 Closed
AFT
1769
Alpha Family Trust
California
-$323K -3,875 Closed
HCM
1770
HMS Capital Management
Tennessee
-$321K -3,861 Closed
NPF
1771
Norris Perne & French
Michigan
-$321K -3,850 Closed
CA
1772
Carson Advisory
Georgia
-$317K -3,803 Closed
MAWA
1773
Moss Adams Wealth Advisors
Washington
-$313K -3,762 Closed
ACM
1774
Absolute Capital Management
Pennsylvania
-$308K -3,700 Closed
WCF
1775
West Coast Financial
California
-$305K -3,665 Closed