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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 %
GCM
1801
Glaxis Capital Management
Florida
-$493K -8,692 Closed
MAM
1802
Meeder Asset Management
Ohio
-$480K -8,468 Closed
FIM
1803
Freedom Investment Management
Connecticut
-$431K -7,608 Closed
BMCM
1804
Black Maple Capital Management
Wisconsin
-$425K -7,500 Closed
SCM
1805
Stevens Capital Management
Pennsylvania
-$423K -7,465 Closed
T
1806
TRUADVICE
Florida
-$420K -6,501 Closed
Fiera Capital (Canada)
1807
Fiera Capital (Canada)
Quebec, Canada
-$368K -6,500 Closed
AFC
1808
AFT Forsyth & Company
Florida
-$362K -6,390 Closed
ACP
1809
Aveo Capital Partners
Colorado
-$355K -6,257 Closed
PGWM
1810
Parisi Gray Wealth Management
New Jersey
-$326K -6,232 Closed
MFG
1811
Menard Financial Group
Texas
-$340K -5,994 Closed
TWP
1812
Tempus Wealth Planning
California
-$339K -5,980 Closed
AFA
1813
Atlas Financial Advisors
California
-$337K -5,940 Closed
DC
1814
Diametric Capital
Massachusetts
-$336K -5,933 Closed
VWA
1815
V Wealth Advisors
Kansas
-$334K -5,889 Closed
ESCM
1816
Echo Street Capital Management
New York
-$308K -5,440 Closed
AA
1817
ALPS Advisors
Colorado
-$307K -5,409 Closed
AGA
1818
Accuvest Global Advisors
Utah
-$299K -5,282 Closed
BAM
1819
Brave Asset Management
New Jersey
-$295K -5,200 Closed
MFS
1820
Mirabella Financial Services
United Kingdom
-$285K -5,037 Closed
BWG
1821
Beta Wealth Group
California
-$278K -4,900 Closed
FFBTD
1822
First Financial Bank - Trust Division
Ohio
-$275K -4,845 Closed
WJA
1823
Willis Johnson & Associates
Texas
-$269K -4,738 Closed
ACI
1824
Alpha Cubed Investments
California
-$261K -4,606 Closed
GFP
1825
Gryphon Financial Partners
Ohio
-$258K -4,545 Closed