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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 %
DLCIG
626
D.L. Carlson Investment Group
New Hampshire
$3.42M -$74.2K -1,026 -2%
NMIMC
627
Northwestern Mutual Investment Management Company
Wisconsin
$3.42M +$8.46K +117 +0.2%
BCMO
628
Buckingham Capital Management (Ohio)
Ohio
$3.41M -$165K -2,285 -5%
BCM
629
Brasada Capital Management
Texas
$3.4M +$1.37M +18,920 +67%
GIM
630
Goelzer Investment Management
Indiana
$3.39M -$382K -5,276 -10%
LAM
631
LECAP Asset Management
United Kingdom
$3.39M +$3.39M +46,840 New
GCP
632
Gill Capital Partners
Colorado
$3.38M -$148K -2,000 -4%
SF
633
Synovus Financial
Georgia
$3.36M +$90.6K +1,252 +3%
COI
634
Connable Office Inc
Michigan
$3.33M -$15.3K -212 -0.5%
HA
635
Harfst & Associates
Wyoming
$3.29M -$35.4K -490 -1%
CC
636
Courier Capital
New York
$3.29M -$3.98K -55 -0.1%
WEG
637
World Equity Group
Illinois
$3.26M -$3.62K -50 -0.1%
CRM
638
Cramer Rosenthal McGlynn
Connecticut
$3.25M -$25.5K -353 -0.8%
CBC
639
Coombe, Bender & Co
New York
$3.24M +$88.5K +1,224 +3%
PI
640
Pettee Investors
Connecticut
$3.23M
AWM
641
Apollon Wealth Management
South Carolina
$3.23M +$89.1K +1,231 +3%
HAG
642
HighPoint Advisor Group
Illinois
$3.23M -$122K -1,631 -4%
MM
643
Meridian Management
Arkansas
$3.2M +$71.5K +988 +2%
LWA
644
Lantern Wealth Advisors
New York
$3.2M +$21.6K +299 +0.7%
USAA
645
United Services Automobile Association
Texas
$3.19M
WSFS
646
Wilmington Savings Fund Society
Delaware
$3.19M +$3.19M +44,114 New
CWI
647
Conscious Wealth Investments
Florida
$3.19M +$177K +2,417 +6%
PA
648
Parallel Advisors
California
$3.19M -$554K -7,658 -15%
MCB
649
Morton Community Bank
Illinois
$3.18M +$64K +885 +2%
CT
650
Coastline Trust
Rhode Island
$3.18M +$103K +1,421 +3%