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 %
CT
1801
Cambridge Trust
Massachusetts
-$262K -3,142 Closed
TTWM
1802
TCV Trust & Wealth Management
Virginia
-$259K -3,112 Closed
AL
1803
ACAS LLC
California
-$257K -3,088 Closed
WA
1804
Waverly Advisors
Alabama
-$255K -3,058 Closed
PWA
1805
PCG Wealth Advisors
Kansas
-$252K -3,028 Closed
RBC
1806
Romano Brothers & Co
Illinois
-$248K -2,983 Closed
HHGA
1807
Halbert Hargrove Global Advisors
California
-$248K -2,973 Closed
HFM
1808
Hartford Funds Management
Pennsylvania
-$245K -2,942 Closed
EFM
1809
E Fund Management
China
-$244K -2,936 Closed
WA1
1810
Wimmer Associates 1
California
-$244K -2,935 Closed
CIP
1811
Convergence Investment Partners
Florida
-$242K -2,907 Closed
CAM
1812
Crestone Asset Management
Colorado
-$239K -2,876 Closed
DLA
1813
Douglas Lane & Associates
New York
-$237K -2,847 Closed
NPP
1814
New Potomac Partners
Maryland
-$237K -2,844 Closed
BWM
1815
BNC Wealth Management
Oregon
-$234K -2,812 Closed
GIA
1816
Guyasuta Investment Advisors
Pennsylvania
-$231K -2,780 Closed
FTC
1817
Farmers Trust Company
Ohio
-$230K -2,760 Closed
FCH
1818
Freestone Capital Holdings
Washington
-$230K -2,759 Closed
CWM
1819
Centric Wealth Management
Illinois
-$227K -2,723 Closed
KWM
1820
Kolinsky Wealth Management
New Jersey
-$226K -2,718 Closed
FOA
1821
Five Oceans Advisors
California
-$225K -2,707 Closed
WWP
1822
Waypoint Wealth Partners
California
-$225K -2,705 Closed
PFA
1823
Pure Financial Advisors
California
-$225K -2,701 Closed
NL
1824
NWAM LLC
Washington
-$222K -2,667 Closed
ACM
1825
Academy Capital Management
Texas
-$221K -2,656 Closed