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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 %
BCM
526
Birch Capital Management
Texas
$5.39M +$237K +3,278 +5%
LIP
527
Lighthouse Investment Partners
Florida
$5.39M -$3.52M -48,713 -40%
WCA
528
Westover Capital Advisors
Delaware
$5.36M -$875K -12,093 -14%
QCM
529
Quantinno Capital Management
New York
$5.35M +$3.14M +43,373 +142%
PCTC
530
Perkins Coie Trust Company
Washington
$5.34M +$55.8K +772 +1%
MYAM
531
Meiji Yasuda Asset Management
Japan
$5.24M +$108K +1,491 +2%
VNA
532
Valley National Advisers
Pennsylvania
$5.23M +$88.3K +1,221 +2%
MGP
533
Metis Global Partners
California
$5.23M +$27.3K +377 +0.5%
AG
534
Ascent Group
Virginia
$5.19M +$363K +5,012 +8%
ACG
535
Allen Capital Group
Nebraska
$5.13M -$259K -3,581 -5%
CB
536
Commerce Bank
Missouri
$5.12M -$3.89M -53,819 -43%
KCPG
537
Kavar Capital Partners Group
Kansas
$5.1M +$524K +7,247 +11%
PTCG
538
Pring Turner Capital Group
California
$5.09M -$1.23K -17 -0%
CP
539
CenterBook Partners
Connecticut
$5.04M +$2.72M +37,536 +117%
DS
540
DRW Securities
Illinois
$5M +$3.8M +52,513 +315%
BHPW
541
Beverly Hills Private Wealth
California
$5M +$84.5K +1,168 +2%
SC
542
Scotia Capital
Ontario, Canada
$4.99M -$137K -1,887 -3%
GP
543
Girard Partners
Pennsylvania
$4.86M +$4.86M +67,135 New
HV
544
HST Ventures
Utah
$4.82M -$5.64M -78,003 -54%
NGA
545
Naples Global Advisors
Florida
$4.81M +$54.2K +749 +1%
CA
546
Cetera Advisors
Colorado
$4.77M +$2.66M +36,782 +126%
LC
547
Lincoln Capital
Nebraska
$4.77M -$57.4K -793 -1%
CCM
548
Condor Capital Management
New Jersey
$4.75M -$56K -774 -1%
KCG
549
Kinsale Capital Group
Virginia
$4.72M +$861K +11,896 +22%
NCM
550
Next Capital Management
New York
$4.71M +$84K +1,161 +2%