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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 %
TCM
1851
Telos Capital Management
California
-$201K -3,553 Closed
ODG
1852
O'Dell Group
Ohio
-$187K -3,295 Closed
SGA
1853
Seaport Global Advisors
Massachusetts
-$130K -2,297 Closed
TFP
1854
Tilia Fiduciary Partners
North Carolina
-$111K -1,955 Closed
BAM
1855
Bosun Asset Management
Illinois
-$101K -1,791 Closed
FA
1856
Fiduciary Alliance
South Carolina
-$92.5K -1,632 Closed
SFCL
1857
Strengthening Families & Communities LLC
Massachusetts
-$89K -1,564 Closed
MCI
1858
MRP Capital Investments
Georgia
-$78K -1,376 Closed
CFS
1859
CGC Financial Services
Oregon
-$76.3K -1,346 Closed
Belvedere Trading
1860
Belvedere Trading
Illinois
-$70.7K -1,248 Closed
HIM
1861
Hillsdale Investment Management
Ontario, Canada
-$34.6K -610 Closed
CFO
1862
CVA Family Office
Colorado
-$31.9K -563 Closed
FCG
1863
Financial Connections Group
California
-$25K -447 Closed
WAM
1864
Worth Asset Management
Texas
-$21.8K -384 Closed
SF
1865
Safeguard Financial
Wisconsin
-$20K -354 Closed
IAIM
1866
Industrial Alliance Investment Management
Quebec, Canada
-$19K -343 Closed
DMKJ
1867
David M. Knott Jr
-$16K -284 Closed
TAIM
1868
TD Ameritrade Investment Management
Nebraska
-$15K -262 Closed
CWM
1869
CarsonAllaria Wealth Management
Illinois
-$14.2K -251 Closed
RFA
1870
Register Financial Advisors
Georgia
-$14.2K -251 Closed
IGWM
1871
ICA Group Wealth Management
Colorado
-$10.5K -185 Closed
PIAS
1872
PCA Investment Advisory Services
Ohio
-$10.2K -180 Closed
SC
1873
Stephens Consulting
Michigan
-$10K -177 Closed
IPW
1874
Impact Partnership Wealth
Georgia
-$8.96K -158 Closed
ARS
1875
Adirondack Retirement Specialists
New York
-$7.03K -124 Closed