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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 %
CAL
1851
Capital Advisors Ltd
Ohio
-$20K -770 Closed
DWP
1852
Destiny Wealth Partners
Florida
-$50.2K -603 Closed
WOSD
1853
WFA of San Diego
California
-$33.6K -404 Closed
FRA
1854
Front Row Advisors
California
-$32K -384 Closed
MCC
1855
Money Concepts Capital
Florida
-$30.4K -365 Closed
PFC
1856
Phocas Financial Corp
California
-$25K -300 Closed
GIA
1857
Goodwin Investment Advisory
Georgia
-$22.3K -268 Closed
EE
1858
EWG Elevate
California
-$19.8K -238 Closed
CAS
1859
Coppell Advisory Solutions
Texas
-$17.3K -208 Closed
CASC
1860
Coppell Advisory Solutions Corp
Texas
-$17.3K -208 Closed
BLC
1861
Brown, Lisle/Cummings
Rhode Island
-$16.1K -193 Closed
GMA
1862
Glassy Mountain Advisors
Maryland
-$15.9K -191 Closed
FA
1863
Fiduciary Alliance
South Carolina
-$15.7K -188 Closed
HT
1864
Headlands Technologies
Illinois
-$12K -139 Closed
SCA
1865
Stuart Chaussee & Associates
California
-$11.4K -137 Closed
DCP
1866
Distillate Capital Partners
Illinois
-$11.2K -135 Closed
SC
1867
Sierra Capital
Florida
-$8K -102 Closed
CWA
1868
Core Wealth Advisors
Florida
-$5.58K -67 Closed
OLVIG
1869
Oliver Lagore Vanvalin Investment Group
Michigan
-$4.58K -55 Closed
MPCL
1870
My Personal CFO LLC
Washington
-$4K -48 Closed
LS
1871
Leelyn Smith
Illinois
-$3.66K -44 Closed
MSCM
1872
McElhenny Sheffield Capital Management
Texas
-$3.25K -39 Closed
KFS
1873
Kelly Financial Services
Massachusetts
-$3K -36 Closed
ACM
1874
AUA Capital Management
Pennsylvania
-$2.58K -31 Closed
ST
1875
Sageworth Trust
Pennsylvania
-$2K -23 Closed