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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 %
VVP
801
Venture Visionary Partners
Ohio
$1.89M +$79.8K +1,103 +4%
SW
802
Simplicity Wealth
New Jersey
$1.89M +$1.89M +26,067 New
SIC
803
Salem Investment Counselors
North Carolina
$1.88M -$34.4K -475 -2%
PAM
804
Panagora Asset Management
Massachusetts
$1.88M -$3.33K -46 -0.2%
GAM
805
Gotham Asset Management
New York
$1.88M +$42.4K +586 +2%
CCWM
806
Correct Capital Wealth Management
Missouri
$1.88M +$342K +4,722 +22%
DEA
807
DoubleLine ETF Adviser
Florida
$1.88M +$71.1K +983 +4%
FIA
808
Foundations Investment Advisors
Arizona
$1.87M +$57.5K +795 +3%
BG
809
Bollard Group
Massachusetts
$1.85M
TAM
810
Tealwood Asset Management
Minnesota
$1.84M -$940 -13 -0.1%
WC
811
Wynn Capital
Georgia
$1.84M -$20.3K -280 -1%
WP
812
WealthShield Partners
North Carolina
$1.84M -$366K -5,053 -17%
EWM
813
EPG Wealth Management
Georgia
$1.83M +$37.5K +518 +2%
IFU
814
iSAM Funds (UK)
United Kingdom
$1.83M +$1.83M +25,355 New
JF
815
Jump Financial
Illinois
$1.83M +$1.83M +25,295 New
HI
816
Horizon Investments
North Carolina
$1.83M +$7.43K +103 +0.4%
CIA
817
Cape Investment Advisory
Georgia
$1.83M +$21.6K +298 +1%
SM
818
Soapstone Management
Maryland
$1.81M -$904K -12,500 -33%
IR
819
IAT Reinsurance
New York
$1.81M
WP
820
Waycross Partners
Kentucky
$1.81M
Verition Fund Management
821
Verition Fund Management
Connecticut
$1.81M +$1.08M +14,922 +149%
WA
822
Waverly Advisors
Alabama
$1.8M -$59K -816 -3%
MCCP
823
Mission Creek Capital Partners
California
$1.79M +$348K +4,812 +24%
GBA
824
Garrison Bradford & Associates
New York
$1.79M +$3.83K +53 +0.2%
FFN
825
Focus Financial Network
Minnesota
$1.77M -$1.04M -14,237 -37%