SCHW icon

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 %
GHAM
551
Gilman Hill Asset Management
Connecticut
$4.68M +$13.6K +188 +0.3%
CTA
552
Colonial Trust Advisors
South Carolina
$4.68M +$817K +11,294 +21%
LAI
553
Legal Advantage Investments
California
$4.67M +$166K +2,300 +4%
LCC
554
Lincoln Capital Corp
Rhode Island
$4.66M +$990K +13,689 +27%
1832 Asset Management
555
1832 Asset Management
Ontario, Canada
$4.61M -$33K -456 -0.7%
KeyBank National Association
556
KeyBank National Association
Ohio
$4.59M +$35K +484 +0.8%
MOS
557
MGO One Seven
Ohio
$4.53M +$40.3K +557 +0.9%
VAS
558
Vestmark Advisory Solutions
Massachusetts
$4.52M +$900K +12,447 +25%
ECM
559
ExodusPoint Capital Management
New York
$4.51M +$426K +5,893 +10%
IRAG
560
Investment Research & Advisory Group
Georgia
$4.5M +$237K +3,271 +6%
PAI
561
Pittenger & Anderson Inc
Nebraska
$4.45M +$77.8K +1,075 +2%
WG
562
Watchman Group
Texas
$4.45M +$32.5K +449 +0.7%
NIC
563
Northwest Investment Counselors
Oregon
$4.44M +$212K +2,931 +5%
FIB
564
First Interstate Bank
Montana
$4.4M -$224K -3,090 -5%
GIA
565
GHP Investment Advisors
Colorado
$4.37M +$38.3K +529 +0.9%
FAB
566
First American Bank
Illinois
$4.35M +$443K +6,127 +11%
MLICM
567
Metropolitan Life Insurance Company (MetLife)
New York
$4.34M -$39.9K -552 -0.9%
AC
568
Annandale Capital
Texas
$4.32M
BBVA
569
Banco Bilbao Vizcaya Argentaria
Spain
$4.32M -$105K -1,447 -2%
A
570
AustralianSuper
Australia
$4.25M -$13.5M -185,931 -76%
AT
571
American Trust
Kentucky
$4.25M -$142K -1,969 -3%
DIM
572
DLK Investment Management
California
$4.22M +$56.1K +775 +1%
SAA
573
Southeast Asset Advisors
Georgia
$4.22M +$630K +8,704 +18%
PSC
574
Prentiss Smith & Co
Vermont
$4.19M -$94.6K -1,308 -2%
GI
575
GS Investments
Minnesota
$4.16M +$23.5K +325 +0.6%