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Charles Schwab

1,864 hedge funds and large institutions have $108B invested in Charles Schwab in 2024 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 761 increasing their positions, 680 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,864
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
27.02%
Holding in Top 10
78
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.34%
% of All Funds
1.13%
New
171
Increased
761
Reduced
680
Closed
147
Calls
$1.68B
Puts
$2.44B
Net Calls
-$762M
Net Calls Change
-$922M
Name Holding Trade Value Shares
Change
Shares
Change %
CC
301
Cornerstone Capital
California
$17.4M +$285K +3,937 +2%
TC
302
TownSquare Capital
Utah
$17.2M +$2.99M +41,384 +21%
CAPTRUST Financial Advisors
303
CAPTRUST Financial Advisors
North Carolina
$17.2M -$2.37M -32,693 -12%
FDP
304
Financiere des Professionnels
Quebec, Canada
$17M
Public Sector Pension Investment Board (PSP Investments)
305
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16.9M +$135K +1,866 +0.8%
CIBC Asset Management
306
CIBC Asset Management
Ontario, Canada
$16.8M +$433K +5,984 +3%
CGH
307
Crossmark Global Holdings
Texas
$16.7M +$9.58M +132,399 +134%
FAF
308
Fjarde Ap-fonden
Sweden
$16.6M +$43.4K +600 +0.3%
CCM
309
Cohen Capital Management
California
$16.6M
GI
310
Gradient Investments
Minnesota
$16.3M -$20.5M -282,764 -56%
Cambridge Investment Research Advisors
311
Cambridge Investment Research Advisors
Iowa
$16.2M +$239K +3,300 +1%
BMSSC
312
B. Metzler seel. Sohn & Co
Germany
$16M +$5.5M +75,997 +52%
SG Americas Securities
313
SG Americas Securities
New York
$15.8M +$10.1M +139,785 +176%
GPC
314
Greenstone Partners & Co
California
$15.8M
LOPW
315
Live Oak Private Wealth
North Carolina
$15.7M +$757K +10,469 +5%
Public Employees Retirement Association of Colorado
316
Public Employees Retirement Association of Colorado
Colorado
$15.6M -$742K -10,264 -5%
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$15.6M +$4.05M +55,932 +35%
LIM
318
Lathrop Investment Management
Arkansas
$15.5M +$317K +4,377 +2%
WT
319
Whittier Trust
California
$15.5M -$841K -11,622 -5%
EHC
320
Everett Harris & Co
California
$15.4M -$113K -1,562 -0.7%
BPA
321
Beacon Pointe Advisors
California
$15.4M -$909K -12,562 -6%
KBC Group
322
KBC Group
Belgium
$15.3M -$13.4M -184,903 -47%
CIC
323
Cutler Investment Counsel
Oregon
$15.2M +$100K +1,389 +0.7%
BB
324
Busey Bank
Illinois
$15.1M +$193K +2,662 +1%
X
325
Xponance
Pennsylvania
$15M +$1.01M +13,926 +7%