SCHW icon

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 %
GCM
1776
Glaxis Capital Management
Florida
-$305K -3,664 Closed
CK
1777
Cohen Klingenstein
New York
-$305K -3,660 Closed
HIIFS
1778
Harel Insurance Investments & Financial Services
Israel
-$302K -3,660 Closed
BWM
1779
Baron Wealth Management
Michigan
-$304K -3,651 Closed
QFA
1780
Quantum Financial Advisors
California
-$304K -3,649 Closed
SQA
1781
Simon Quick Advisors
New Jersey
-$303K -3,638 Closed
KFC
1782
Klingenstein Fields & Co
New York
-$301K -3,615 Closed
VCA
1783
Verdence Capital Advisors
Maryland
-$299K -3,588 Closed
WA
1784
Waddell & Associates
Tennessee
-$298K -3,580 Closed
TCM
1785
Telos Capital Management
California
-$296K -3,553 Closed
SAG
1786
SageView Advisory Group
California
-$295K -3,549 Closed
LCM
1787
LCM Capital Management
Illinois
-$289K -3,472 Closed
TIA
1788
Tandem Investment Advisors
South Carolina
-$286K -3,432 Closed
BFS
1789
Bradley Foster & Sargent
Connecticut
-$283K -3,394 Closed
EFG
1790
Everhart Financial Group
Ohio
-$282K -3,385 Closed
HVIA
1791
Hudson Valley Investment Advisors
New York
-$281K -3,372 Closed
EB
1792
Eastern Bank
Massachusetts
-$280K -3,363 Closed
SFA
1793
Source Financial Advisors
New York
-$278K -3,341 Closed
TBWA
1794
Three Bridge Wealth Advisors
California
-$278K -3,335 Closed
JSW
1795
Journey Strategic Wealth
New Jersey
-$277K -3,321 Closed
VV
1796
Verity & Verity
South Carolina
-$269K -3,235 Closed
CHP
1797
Cable Hill Partners
Oregon
-$267K -3,209 Closed
BAM
1798
Brave Asset Management
New Jersey
-$266K -3,200 Closed
WCM
1799
Wedge Capital Management
North Carolina
-$266K -3,191 Closed
SWM
1800
Seed Wealth Management
Illinois
-$264K -3,167 Closed