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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 %
CRCM
576
Crystal Rock Capital Management
Illinois
$4.14M
SC
577
Sepio Capital
Utah
$4.13M -$71.2K -984 -2%
KJHP
578
K.J. Harrison & Partners
Ontario, Canada
$4.08M +$434K +6,000 +12%
IVP
579
Intrinsic Value Partners
Arizona
$4.07M -$36.9K -510 -0.9%
FA
580
Fagan Associates
New York
$4.07M +$595K +8,225 +17%
SWA
581
SFMG Wealth Advisors
Texas
$4.06M +$89.9K +1,243 +2%
UF
582
Univest Financial
Pennsylvania
$4.04M +$4.04M +55,871 New
HI
583
Harrington Investments
California
$4.03M +$143K +1,979 +4%
CIM
584
Chapman Investment Management
California
$4.02M -$111K -1,533 -3%
HZ
585
Hixon Zuercher
Ohio
$4M +$90.9K +1,257 +2%
SCM
586
SOL Capital Management
Maryland
$3.97M -$10.9K -150 -0.3%
DCM
587
Delta Capital Management
New Jersey
$3.96M
LBWM
588
Left Brain Wealth Management
Illinois
$3.95M -$16.3K -226 -0.4%
BAMF
589
BI Asset Management Fondsmaeglerselskab
Denmark
$3.94M +$16.7K +231 +0.4%
AP
590
Americana Partners
Texas
$3.91M -$224K -3,096 -5%
GSWM
591
Greenup Street Wealth Management
Michigan
$3.91M -$1.05M -14,533 -21%
FG
592
Fiduciary Group
Georgia
$3.9M -$155K -2,142 -4%
BCV
593
Banque Cantonale Vaudoise
Switzerland
$3.9M -$623K -8,607 -14%
MFAM
594
Motley Fool Asset Management
Virginia
$3.89M +$263K +3,634 +7%
IAN
595
Integrated Advisors Network
Texas
$3.82M +$1.26M +17,445 +49%
TRCT
596
Tower Research Capital (TRC)
New York
$3.8M -$13.4M -185,283 -78%
VWM
597
Vivid Wealth Management
Iowa
$3.79M -$32K -442 -0.8%
GF
598
Gabelli Funds
New York
$3.79M +$206K +2,850 +6%
NB
599
Norinchukin Bank
Japan
$3.78M -$53K -733 -1%
EF
600
Empirical Finance
Pennsylvania
$3.77M +$130K +1,796 +4%