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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 %
QCM
476
QRG Capital Management
Illinois
$6.99M +$155K +2,137 +2%
Wolverine Trading
477
Wolverine Trading
Illinois
$6.96M -$4.2M -58,001 -38%
HIMCH
478
Hartford Investment Management Co (HIMCO)
Connecticut
$6.96M -$297K -4,102 -4%
KIA
479
KCM Investment Advisors
California
$6.92M +$1.34M +18,474 +24%
CFG
480
Citizens Financial Group
Rhode Island
$6.91M -$271K -3,743 -4%
PA
481
Pinnacle Associates
New York
$6.83M +$138K +1,905 +2%
PFP
482
Pinnacle Financial Partners
Tennessee
$6.8M +$46.3K +640 +0.7%
PAG
483
Private Advisor Group
New Jersey
$6.78M -$415K -5,741 -6%
CCG
484
Cloverfields Capital Group
Minnesota
$6.77M +$1.43M +19,832 +27%
ACM
485
Advisors Capital Management
New Jersey
$6.68M +$169K +2,339 +3%
IC
486
IEQ Capital
California
$6.61M +$338K +4,679 +5%
ATC
487
Argent Trust Co
Tennessee
$6.61M +$513K +7,092 +8%
GC
488
Guggenheim Capital
Illinois
$6.56M -$2.18M -30,122 -25%
CPBTD
489
Central Pacific Bank - Trust Division
Hawaii
$6.53M +$6.53M +90,265 New
MIC
490
Means Investment Company
Maine
$6.52M +$1.32M +18,266 +25%
CS
491
Candriam SCA
Luxembourg
$6.52M +$244K +3,378 +4%
MGIA
492
Moneta Group Investment Advisors
Missouri
$6.46M +$61.4K +849 +1%
SAM
493
Securian Asset Management
Minnesota
$6.34M -$473K -6,536 -7%
ACP
494
Aviance Capital Partners
Florida
$6.28M +$393K +5,436 +7%
AAIM
495
American Assets Investment Management
California
$6.27M
LSERS
496
Louisiana State Employees Retirement System
Louisiana
$6.26M -$246K -3,400 -4%
AAIS
497
ABN AMRO Investment Solutions
$6.15M -$3.98M -54,980 -39%
SHA
498
Seneca House Advisors
Virginia
$6.14M +$34.2K +473 +0.6%
PE
499
Point72 Europe
United Kingdom
$6.12M -$6.66M -92,040 -52%
AMM
500
American Money Management
California
$6.07M +$227K +3,140 +4%