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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 %
CA
451
Cornerstone Advisors
North Carolina
$8.09M +$253K +3,500 +3%
BBA
452
BLB&B Advisors
Pennsylvania
$8.07M +$804K +11,111 +11%
Wealthfront Advisers
453
Wealthfront Advisers
California
$8.02M +$76.9K +1,063 +1%
RAM
454
Redmond Asset Management
Virginia
$7.99M -$426K -5,895 -5%
CIA
455
Choate Investment Advisors
Massachusetts
$7.94M +$1.39M +19,187 +21%
Nordea Investment Management
456
Nordea Investment Management
Sweden
$7.9M +$420K +5,810 +6%
FHB
457
First Hawaiian Bank
Hawaii
$7.84M +$151K +2,088 +2%
SWS
458
SYSTM Wealth Solutions
Illinois
$7.77M +$623K +8,615 +9%
GCM
459
Graham Capital Management
Connecticut
$7.69M +$7M +96,757 +1,011%
IMPI
460
Ilmarinen Mutual Pension Insurance
Finland
$7.67M -$5.9M -81,500 -43%
EWM
461
Empirical Wealth Management
Washington
$7.56M +$501K +6,923 +7%
Teacher Retirement System of Texas
462
Teacher Retirement System of Texas
Texas
$7.51M -$10.9M -150,878 -59%
DWT
463
Dorsey & Whitney Trust
South Dakota
$7.44M -$76.8K -1,061 -1%
RC
464
Roundview Capital
New Jersey
$7.4M +$313K +4,330 +4%
GT
465
Glenview Trust
Kentucky
$7.39M +$799K +11,048 +12%
Pacer Advisors
466
Pacer Advisors
Pennsylvania
$7.38M +$180K +2,488 +3%
LG
467
LaFleur & Godfrey
Michigan
$7.31M -$826K -11,425 -10%
VPIM
468
Vanguard Personalized Indexing Management
California
$7.31M +$1.65M +22,777 +29%
PCIA
469
Prime Capital Investment Advisors
Kansas
$7.28M +$264K +3,647 +4%
LNWWM
470
Laird Norton Wetherby Wealth Management
California
$7.28M +$2.6M +35,991 +56%
GWM
471
Geneos Wealth Management
Colorado
$7.26M +$460K +6,364 +7%
HCMT
472
Highland Capital Management (Tennessee)
Tennessee
$7.15M -$134K -1,853 -2%
BIG
473
Boothe Investment Group
Delaware
$7.13M +$27K +373 +0.4%
Credit Agricole
474
Credit Agricole
France
$7.08M +$3.56M +48,860 +101%
LI
475
Lafayette Investments
Maryland
$7.02M +$75.5K +1,044 +1%