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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 %
3IP
726
3Chopt Investment Partners
Virginia
$2.41M -$42.4K -586 -2%
NERM
727
New England Research & Management
Illinois
$2.4M -$99.5K -1,375 -4%
PFGIA
728
Patriot Financial Group Insurance Agency
Massachusetts
$2.4M +$387K +5,344 +19%
ET
729
Entropy Technologies
New York
$2.39M +$2.39M +33,089 New
QT
730
Quantbot Technologies
New York
$2.35M +$2.35M +32,493 New
SSI
731
Scott & Selber Inc
Texas
$2.34M +$2.34M +32,363 New
CWM
732
Chemistry Wealth Management
New York
$2.34M +$335K +4,634 +17%
WCBA
733
Weaver C. Barksdale & Associates
Tennessee
$2.34M -$19.4K -268 -0.8%
CNBT
734
Canandaigua National Bank & Trust
New York
$2.34M +$354K +4,892 +18%
RCA
735
Resonant Capital Advisors
Wisconsin
$2.33M +$42.2K +583 +2%
MCC
736
Money Concepts Capital
Florida
$2.33M -$11.2K -155 -0.5%
JIC
737
Johnson Investment Counsel
Ohio
$2.33M +$54.3K +750 +2%
MYIA
738
Mount Yale Investment Advisors
Colorado
$2.3M +$173K +2,389 +8%
CIA
739
Cascade Investment Advisors
Oregon
$2.29M +$22.8K +315 +1%
DTL
740
Dynamic Technology Lab
Singapore
$2.29M +$2.29M +31,697 New
CCS
741
Concentric Capital Strategies
Connecticut
$2.22M +$2.22M +30,733 New
Focus Partners Wealth
742
Focus Partners Wealth
Massachusetts
$2.22M -$751K -10,383 -25%
AIM
743
Anchor Investment Management
South Carolina
$2.2M +$604K +8,350 +38%
MFG
744
MidWestOne Financial Group
Iowa
$2.2M +$178K +2,464 +9%
MMA
745
Miracle Mile Advisors
California
$2.2M +$29K +401 +1%
BRWA
746
B. Riley Wealth Advisors
Florida
$2.19M +$102K +1,850 +5%
HCCM
747
Hudson Canyon Capital Management
New York
$2.19M
HWAM
748
Hennion & Walsh Asset Management
New Jersey
$2.19M +$793K +10,966 +57%
GI
749
GAMCO Investors
Connecticut
$2.19M -$279K -3,850 -11%
RCM
750
Riverpark Capital Management
New York
$2.18M