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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 %
TSW
401
Thompson Siegel & Walmsley
Virginia
$10.1M -$608K -8,411 -6%
CIBC World Market
402
CIBC World Market
Ontario, Canada
$10M -$24.6M -339,699 -71%
MFIM
403
Mesirow Financial Investment Management
Illinois
$10M +$494K +6,825 +5%
SSB
404
Sandy Spring Bank
Maryland
$9.98M -$363K -5,020 -4%
EMPI
405
Elo Mutual Pension Insurance
Finland
$9.95M +$451K +6,231 +5%
EH
406
Equitable Holdings
New York
$9.92M -$33.3K -460 -0.3%
CCB
407
Country Club Bank
Missouri
$9.91M +$47.1K +651 +0.5%
SFA
408
Spectrum Financial Alliance
Kentucky
$9.83M -$261K -3,613 -3%
FMC
409
First Merchants Corp
Indiana
$9.78M -$88.9K -1,229 -0.9%
NC
410
Nicholas Company
Wisconsin
$9.76M -$35.9M -496,745 -79%
BCI
411
Brinker Capital Investments
Pennsylvania
$9.76M +$752K +10,393 +8%
OPS
412
Orion Portfolio Solutions
Nebraska
$9.76M +$752K +10,393 +8%
MIG
413
McGuire Investment Group
Rhode Island
$9.7M +$186K +2,576 +2%
AC
414
Addenda Capital
Quebec, Canada
$9.65M -$621K -8,583 -6%
CPIM
415
Coalescence Partners Investment Management
New York
$9.6M -$2.93M -40,450 -23%
EI
416
Ethic Inc
New York
$9.58M +$74.8K +1,034 +0.8%
GH
417
GAM Holding
Switzerland
$9.57M -$1.23M -16,956 -11%
GIBU
418
Gulf International Bank (UK)
United Kingdom
$9.57M +$630K +8,703 +7%
BPC
419
Banque Pictet & Cie
Switzerland
$9.55M -$317K -4,377 -3%
SCM
420
SKBA Capital Management
California
$9.52M -$1.98M -27,400 -17%
TIM
421
Thompson Investment Management
Wisconsin
$9.34M +$132K +1,823 +1%
HIP
422
HUB Investment Partners
Texas
$9.32M +$234K +3,230 +3%
IIC
423
Ironwood Investment Counsel
Arizona
$9.32M +$185K +2,556 +2%
M
424
MOTCO
Texas
$9.31M +$689K +9,528 +8%
SPIA
425
Steward Partners Investment Advisory
New York
$9.26M +$6.21M +85,833 +204%