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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 %
IAA
776
Independent Advisor Alliance
North Carolina
$2.02M +$213K +2,951 +12%
FFA
777
Farther Finance Advisors
California
$2.01M +$47.6K +658 +2%
BCWM
778
Bartlett & Co Wealth Management
Ohio
$2.01M -$147K -2,037 -7%
RPC
779
Rossmore Private Capital
Connecticut
$2.01M +$65.1K +900 +3%
BBA
780
Baader Bank Aktiengesellschaft
Germany
$2M -$8.83K -122 -0.4%
IWA
781
IBEX Wealth Advisors
New Jersey
$1.99M +$1.99M +23,951 New
EWA
782
EP Wealth Advisors
California
$1.99M -$184K -2,547 -8%
CTC
783
Central Trust Company
Missouri
$1.99M -$452K -6,242 -19%
AWM
784
Avior Wealth Management
Nebraska
$1.97M +$326K +4,504 +20%
S
785
SignatureFD
Georgia
$1.96M +$76.2K +1,053 +4%
EIP
786
Epoch Investment Partners
New York
$1.95M +$1.3K +18 +0.1%
AAS
787
Avantax Advisory Services
Texas
$1.95M -$162K -2,241 -8%
AIC
788
Argus Investors Counsel
New York
$1.95M +$14.8K +204 +0.8%
CIAS
789
Capital Investment Advisory Services
North Carolina
$1.94M +$27.1K +374 +1%
SAM
790
Shell Asset Management
Netherlands
$1.94M -$3.9M -52,921 -67%
TCPW
791
Twin City Private Wealth
North Carolina
$1.94M +$1.94M +26,767 New
HSA
792
HBK Sorce Advisory
Pennsylvania
$1.93M +$34.1K +472 +2%
HNB
793
Huntington National Bank
Ohio
$1.93M +$40.9K +566 +2%
HR
794
Howe & Rusling
New York
$1.92M -$5.07M -70,031 -73%
AL
795
Aspiriant LLC
California
$1.91M -$11.3K -156 -0.6%
PAM
796
Palisade Asset Management
Minnesota
$1.9M +$15.2K +210 +0.8%
BA
797
Bridgewater Associates
Connecticut
$1.89M -$12.2M -168,189 -87%
CWA
798
Canvas Wealth Advisors
Kansas
$1.89M -$311K -4,293 -14%
BFG
799
Bleakley Financial Group
New Jersey
$1.89M -$646K -8,931 -25%
HWM
800
HB Wealth Management
Georgia
$1.89M +$233K +3,224 +14%