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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 %
AF
701
Allworth Financial
California
$2.62M +$739K +10,220 +39%
OLA
702
Oliver Luxxe Assets
New Jersey
$2.61M +$47.2K +652 +2%
HG
703
Herbst Group
Connecticut
$2.61M -$770K -10,650 -23%
1WA
704
180 Wealth Advisors
Washington
$2.58M +$250K +3,453 +11%
CICI
705
Capital Investment Counsel Inc
North Carolina
$2.56M -$92.2K -1,275 -3%
JC
706
JB Capital
Connecticut
$2.56M +$247K +3,416 +11%
LW
707
Linscomb Wealth
Texas
$2.55M -$10.4K -144 -0.4%
CTC
708
Cetera Trust Company
Minnesota
$2.54M -$10.9K -150 -0.4%
MYLI
709
Meiji Yasuda Life Insurance
Japan
$2.53M +$59.4K +821 +2%
FPGT
710
Financial Partners Group (Tennessee)
Tennessee
$2.51M -$97.4K -1,347 -4%
SAM
711
Silvercrest Asset Management
New York
$2.51M -$155K -2,138 -6%
CPIG
712
Chicago Partners Investment Group
Illinois
$2.49M +$64.3K +855 +3%
LOAMS
713
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.48M +$1.61M +22,320 +186%
CT
714
Colonial Trust
South Carolina
$2.48M +$6.51K +90 +0.3%
AIMCA
715
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.45M -$1.47M -20,325 -37%
PWP
716
Private Wealth Partners
California
$2.45M -$159K -2,195 -6%
IA
717
IFG Advisory
Georgia
$2.45M -$4.92K -68 -0.2%
NSEDCP
718
NJ State Employees Deferred Compensation Plan
New Jersey
$2.45M
FTDI
719
First Trust Direct Indexing
Massachusetts
$2.44M +$261K +3,614 +12%
BFG
720
Beacon Financial Group
Texas
$2.44M -$121K -1,666 -5%
SWA
721
Strata Wealth Advisors
Texas
$2.43M -$628K -8,684 -21%
RGI
722
River Global Investors
United Kingdom
$2.42M -$1.84M -25,465 -43%
SC
723
Skylands Capital
Wisconsin
$2.41M -$362K -5,000 -13%
GT
724
Greenleaf Trust
Michigan
$2.41M +$179K +2,480 +8%
BFS
725
Bard Financial Services
Connecticut
$2.41M -$9.04K -125 -0.4%