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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 %
SCP
1751
Stamos Capital Partners
California
-$3.01M -53,040 Closed
SFM
1752
Signet Financial Management
New Jersey
-$2.85M -50,294 Closed
SLWA
1753
San Luis Wealth Advisors
California
-$2.82M -49,985 Closed
TCPG
1754
Trivant Custom Portfolio Group
California
-$2.74M -48,409 Closed
V
1755
Veritable
Delaware
-$2.7M -47,630 Closed
BCM
1756
Brasada Capital Management
Texas
-$2.45M -43,250 Closed
WG
1757
Winton Group
United Kingdom
-$2.38M -41,945 Closed
PIWA
1758
Prevail Innovative Wealth Advisors
Kansas
-$2.28M -40,144 Closed
GCGDR
1759
Genoa Capital Gestora de Recursos
-$2.25M -39,699 Closed
PFA
1760
Peak Financial Advisors
Colorado
-$2M -35,359 Closed
CIC
1761
Cornercap Investment Counsel
Georgia
-$1.8M -31,719 Closed
LFM
1762
LGT Fund Management
Liechtenstein
-$1.7M -30,000 Closed
PFT
1763
Providence First Trust
Arizona
-$1.6M -28,282 Closed
UWM
1764
Udine Wealth Management
Florida
-$1.54M -27,128 Closed
SCC
1765
Steel Canyon Capital
Arizona
-$1.51M -26,589 Closed
DCM
1766
Difesa Capital Management
New York
-$1.4M -24,775 Closed
EOJOAM
1767
E. Ohman J:or Asset Management
Sweden
-$1.39M -24,500 Closed
IHL
1768
Investment House LLC
California
-$1.31M -23,100 Closed
E
1769
Ergoteles
New York
-$1.23M -21,765 Closed
B
1770
Bensler
Washington
-$1.22M -21,576 Closed
HCA
1771
Harbour Capital Advisors
Virginia
-$1.2M -20,727 Closed
SIA
1772
SkyView Investment Advisors
New Jersey
-$1.16M -20,485 Closed
LWM
1773
Laidlaw Wealth Management
New York
-$1.14M -20,064 Closed
SCA
1774
Sander Capital Advisors
Washington
-$1.11M -19,510 Closed
Marshall Wace
1775
Marshall Wace
United Kingdom
-$1.05M -18,529 Closed