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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 %
TWP
1751
TFO Wealth Partners
Ohio
$1.42K -$101K -1,772 -99%
WIM
1752
Westside Investment Management
California
$1.42K +$1.42K +25 New
RA
1753
Rise Advisors
New York
$1.14K
AW
1754
Avion Wealth
Texas
$1K +$114 +4 +13%
SIM
1755
Studio Investment Management
Illinois
$737 -$17.2K -303 -96%
2L
1756
25 LLC
Missouri
$600
WWM
1757
Wolff Wiese Magana
California
$578 -$116 -2 -17%
FBC
1758
Fairfield, Bush & Co
Connecticut
$568 +$568 +10 New
UFF
1759
USA Financial Formulas
Michigan
$397
JWM
1760
Janiczek Wealth Management
Colorado
$171 -$1.31K -23 -88%
GCS
1761
Gordian Capital (Singapore)
Singapore
$170 +$170 +3 New
PP
1762
Paloma Partners
Connecticut
$113 +$113 +2 New
LWANC
1763
Laurel Wealth Advisors (North Carolina)
North Carolina
$57
OIAM
1764
OFI Invest Asset Management
France
-$290M -15,276,683 Closed
SCA
1765
Southpoint Capital Advisors
New York
-$99.5M -1,900,000 Closed
DIG
1766
Dragoneer Investment Group
California
-$58.5M -1,117,000 Closed
Voloridge Investment Management
1767
Voloridge Investment Management
Florida
-$53.4M -1,020,357 Closed
SC
1768
Sessa Capital
New York
-$47.3M -902,313 Closed
JPMPWA
1769
J.P. Morgan Private Wealth Advisors
California
-$45.6M -870,591 Closed
JHP
1770
James Hambro & Partners
United Kingdom
-$44.9M -857,499 Closed
GIC
1771
GFI Investment Counsel
Ontario, Canada
-$43.9M -837,412 Closed
Qube Research & Technologies (QRT)
1772
Qube Research & Technologies (QRT)
United Kingdom
-$31.2M -594,862 Closed
RL
1773
Ruffer LLP
United Kingdom
-$24.9M -476,256 Closed
WGAM
1774
Wilkinson Global Asset Management
New York
-$19.4M -369,849 Closed
GCM
1775
Ghisallo Capital Management
Massachusetts
-$15.7M -300,000 Closed