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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 %
MA
1826
MONECO Advisors
Connecticut
-$220K -2,643 Closed
BP
1827
Broadleaf Partners
Ohio
-$220K -2,640 Closed
CFA
1828
Cahill Financial Advisors
Minnesota
-$219K -2,636 Closed
SMWM
1829
Silvia McColl Wealth Management
California
-$218K -2,623 Closed
B
1830
Barings
North Carolina
-$218K -2,613 Closed
9WM
1831
9258 Wealth Management
Ohio
-$215K -2,581 Closed
FIBT
1832
First International Bank & Trust
North Dakota
-$213K -2,559 Closed
PFM
1833
Patton Fund Management
Texas
-$210K -2,524 Closed
PSC
1834
Portman Square Capital
United Kingdom
-$208K -2,500 Closed
PWMG
1835
Provence Wealth Management Group
California
-$207K -2,492 Closed
SW
1836
SMART Wealth
Nebraska
-$207K -2,492 Closed
GWAG
1837
Garrett Wealth Advisory Group
Texas
-$207K -2,481 Closed
OWA
1838
One Wealth Advisors
California
-$206K -2,469 Closed
RMAM
1839
Raab & Moskowitz Asset Management
New Jersey
-$205K -2,467 Closed
MWM
1840
Mission Wealth Management
California
-$205K -2,465 Closed
WAM
1841
Weatherly Asset Management
California
-$205K -2,459 Closed
FAFN
1842
First Affirmative Financial Network
Colorado
-$202K -2,432 Closed
AWM
1843
Angeles Wealth Management
California
-$202K -2,430 Closed
ZCM
1844
Ziegler Capital Management
Illinois
-$202K -2,426 Closed
SPP
1845
Single Point Partners
Massachusetts
-$202K -2,423 Closed
AC
1846
AlphaCore Capital
California
-$183K -2,197 Closed
MFG
1847
Mendota Financial Group
Wisconsin
-$123K -1,480 Closed
GFL
1848
Granite FO LLC
New Hampshire
-$101K -1,220 Closed
MWM
1849
MinichMacGregor Wealth Management
New York
-$101K -1,218 Closed
AWM
1850
Accurate Wealth Management
Florida
-$100K -1,173 Closed