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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 %
FNA
751
First National Advisers
Nebraska
$2.18M -$109K -1,500 -5%
CSC
752
Cove Street Capital
California
$2.18M -$195K -2,700 -8%
MVA
753
Mount Vernon Associates
Maryland
$2.16M +$18.1K +250 +0.8%
RWA
754
Redhawk Wealth Advisors
Minnesota
$2.16M -$64.5K -891 -3%
WOC
755
West Oak Capital
California
$2.14M +$23.5K +325 +1%
ACA
756
Aptus Capital Advisors
Alabama
$2.14M +$19.5K +269 +0.9%
OIA
757
OneDigital Investment Advisors
Kansas
$2.14M +$304K +4,206 +17%
XWM
758
Xcel Wealth Management
Florida
$2.11M -$43.4K -600 -2%
USCWA
759
U.S. Capital Wealth Advisors
Texas
$2.1M -$380K -5,258 -15%
MNBTD
760
Moody National Bank Trust Division
Texas
$2.1M -$139K -1,918 -6%
LCM
761
Landscape Capital Management
New Jersey
$2.1M -$15.8M -219,062 -88%
PCM
762
Prelude Capital Management
New York
$2.09M +$2.09M +28,899 New
PAS
763
Park Avenue Securities
New York
$2.09M +$182K +2,519 +10%
IAS
764
Investment Advisory Services
Texas
$2.08M -$35.4K -489 -2%
LA
765
LM Advisors
California
$2.08M
CAI
766
Capital Advisors Inc
Oklahoma
$2.07M +$13.5K +187 +0.7%
CHC
767
City Holding Co
West Virginia
$2.06M -$51.4K -710 -2%
IIC
768
Integrated Investment Consultants
Michigan
$2.05M +$145K +2,003 +8%
MCA
769
Martin Capital Advisors
Texas
$2.05M
RJT
770
Raymond James Trust
Florida
$2.04M -$77.3K -1,068 -4%
Two Sigma Investments
771
Two Sigma Investments
New York
$2.04M
AFA
772
AllGen Financial Advisors
Florida
$2.04M -$149K -2,066 -7%
ATPW
773
Ashton Thomas Private Wealth
Arizona
$2.03M -$7.96K -110 -0.4%
RCM
774
RMR Capital Management
California
$2.03M
VI
775
Vestcor Inc
New Brunswick, Canada
$2.02M -$310K -4,286 -13%