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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 %
AIC
676
Aurora Investment Counsel
Georgia
$2.88M +$22.5K +311 +0.8%
PP
677
Prudential plc
United Kingdom
$2.86M -$1.11M -15,303 -28%
WANY
678
Wealthspire Advisors (New York)
New York
$2.84M +$8.75K +121 +0.3%
ICG
679
InterOcean Capital Group
Tennessee
$2.84M -$5.57K -77 -0.2%
CA
680
Clearstead Advisors
Ohio
$2.83M +$56.3K +753 +2%
CI Investments Inc
681
CI Investments Inc
Ontario, Canada
$2.83M +$318K +4,390 +13%
YIH
682
Y-Intercept (HK)
Hong Kong
$2.83M +$2.6M +35,994 +1,169%
CBB
683
Citizens Business Bank
California
$2.81M +$226K +3,130 +9%
CAMG
684
CWA Asset Management Group
Florida
$2.81M +$469K +6,484 +20%
CAL
685
Capital Analysts LLC
Pennsylvania
$2.8M +$69.4K +960 +3%
MSK
686
Melissa S. Kampmann
$2.8M +$532K +7,360 +24%
TMAM
687
Tokio Marine Asset Management
Japan
$2.77M +$238K +3,285 +9%
EBWM
688
Eagle Bluffs Wealth Management
Missouri
$2.77M +$2.77M +38,252 New
GC
689
GFG Capital
Florida
$2.76M +$37K +511 +1%
NCM
690
Nelson Capital Management
California
$2.73M +$10.2K +141 +0.4%
MAA
691
Mraz Amerine & Associates
California
$2.71M -$168K -2,328 -6%
VIM
692
VELA Investment Management
Ohio
$2.71M +$59.1K +817 +2%
FI
693
Fosun International
China
$2.7M
HAG
694
HF Advisory Group
Maryland
$2.7M +$468K +6,474 +21%
ERSOT
695
Employees Retirement System of Texas
Texas
$2.7M -$1.77M -24,500 -40%
LIA
696
LS Investment Advisors
Michigan
$2.69M +$228K +3,156 +9%
IHL
697
Investment House LLC
California
$2.69M -$542K -7,495 -17%
STA
698
Summit Trail Advisors
New York
$2.68M +$405K +5,599 +18%
NIM
699
NEOS Investment Management
Connecticut
$2.65M +$1.13M +15,622 +74%
WCM
700
Wunderlich Capital Managemnt
Tennessee
$2.63M -$141K -1,952 -5%