SCHW icon

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 %
CAS
1826
CTC Alternative Strategies
Illinois
-$255K -4,500 Closed
BC
1827
Barnett & Company
Tennessee
-$254K -4,487 Closed
EP
1828
Edgestream Partners
New Jersey
-$254K -4,477 Closed
KA
1829
Kovack Advisors
Florida
-$250K -4,405 Closed
AIP
1830
Almanack Investment Partners
Pennsylvania
-$246K -4,348 Closed
MC
1831
Miramar Capital
Illinois
-$246K -4,332 Closed
CS
1832
Capital Square
Tennessee
-$244K -4,311 Closed
MFGM
1833
Marshall Financial Group (Maryland)
Maryland
-$243K -4,279 Closed
CFO
1834
Collective Family Office
Pennsylvania
-$242K -4,264 Closed
CA
1835
Claro Advisors
Massachusetts
-$235K -4,145 Closed
KLCM
1836
KG&L Capital Management
Louisiana
-$229K -4,045 Closed
GWM
1837
GSB Wealth Management
Connecticut
-$222K -3,925 Closed
GD
1838
Grandfield & Dodd
New York
-$220K -3,885 Closed
HIIFS
1839
Harel Insurance Investments & Financial Services
Israel
-$222K -3,880 Closed
CAAS
1840
Capital Asset Advisory Services
Michigan
-$222K -3,800 Closed
SIC
1841
Sigma Investment Counselors
Michigan
-$214K -3,774 Closed
CFO
1842
Callan Family Office
Pennsylvania
-$210K -3,710 Closed
CCM
1843
Chiron Capital Management
Florida
-$210K -3,700 Closed
BIAS
1844
Beacon Investment Advisory Services
New Jersey
-$208K -3,671 Closed
CCWM
1845
Cassaday & Co Wealth Management
Virginia
-$208K -3,665 Closed
FCP
1846
Fidelis Capital Partners
Florida
-$208K -3,665 Closed
CCFM
1847
Clear Creek Financial Management
Washington
-$205K -3,620 Closed
TF
1848
Trek Financial
Arizona
-$205K -3,618 Closed
LC
1849
Landaas & Company
Wisconsin
-$204K -3,600 Closed
AL
1850
ACAS LLC
California
-$203K -3,584 Closed