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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 %
SFA
601
Semmax Financial Advisors
North Carolina
$3.77M +$482K +6,429 +15%
ECAM
602
East Coast Asset Management
Massachusetts
$3.76M -$22.9K -317 -0.6%
HF
603
HRT Financial
New York
$3.75M -$6.86M -94,792 -65%
SLG
604
Stanley-Laman Group
Pennsylvania
$3.75M +$1.88K +26 +0.1%
Vontobel Holding
605
Vontobel Holding
Switzerland
$3.74M -$55.8K -771 -1%
ATIA
606
American Trust Investment Advisors
New Hampshire
$3.72M +$117K +1,615 +3%
PWP
607
Principle Wealth Partners
Connecticut
$3.69M -$14.6K -202 -0.4%
AWM
608
AE Wealth Management
Kansas
$3.66M -$9.67M -133,610 -73%
SWP
609
Stratos Wealth Partners
Ohio
$3.66M -$112K -1,552 -3%
WAC
610
William Allan Corp
Colorado
$3.66M +$73K +1,009 +2%
NRCM
611
North Reef Capital Management
California
$3.62M +$3.62M +50,000 New
AWS
612
Atria Wealth Solutions
New York
$3.61M -$4.12M -57,011 -53%
MWM
613
Marietta Wealth Management
Georgia
$3.57M +$17.9K +248 +0.5%
KRSITF
614
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.55M -$283K -3,907 -7%
TCM
615
Tandem Capital Management
New Jersey
$3.55M +$287K +3,974 +9%
CWM
616
Cabot Wealth Management
Massachusetts
$3.54M +$17.2K +238 +0.5%
MCC
617
Malaga Cove Capital
California
$3.53M -$2.6K -36 -0.1%
ASN
618
Advisory Services Network
Georgia
$3.52M -$471K -6,507 -12%
HWM
619
Hohimer Wealth Management
Washington
$3.51M +$4.05K +56 +0.1%
SIAP
620
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.5M
VFA
621
Voya Financial Advisors
Connecticut
$3.5M +$434K +6,000 +14%
CG
622
Caprock Group
Idaho
$3.48M -$20.4K -282 -0.6%
SCA
623
Stonebridge Capital Advisors
Minnesota
$3.47M +$7.52K +104 +0.2%
UCFA
624
United Capital Financial Advisors
Texas
$3.46M -$30.9K -427 -0.9%
BBI
625
Baxter Bros Inc
Connecticut
$3.42M +$12.7K +175 +0.4%