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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 %
1SB
826
1ST Source Bank
Indiana
$1.77M +$13.2K +183 +0.8%
IMCOOI
827
Investment Management Corp of Ontario (IMCO)
Canada
$1.76M -$781K -10,800 -31%
SWMG
828
Signature Wealth Management Group
Georgia
$1.75M +$165K +2,242 +10%
CCP
829
Carmel Capital Partners
California
$1.74M +$27.6K +382 +2%
JFGIW
830
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.74M -$7.96K -110 -0.5%
DIS
831
Diversified Investment Strategies
Louisiana
$1.73M -$57.9K -800 -3%
PIM
832
Plato Investment Management
Australia
$1.73M +$1.54M +21,262 +807%
AAM
833
Advisors Asset Management
Colorado
$1.72M -$394K -5,449 -19%
SRA
834
Secured Retirement Advisors
Minnesota
$1.71M +$157K +2,175 +10%
AWM
835
Avitas Wealth Management
California
$1.71M -$968K -13,375 -36%
BSW
836
Buckingham Strategic Wealth
Missouri
$1.71M -$10.1K -139 -0.6%
EWA
837
EverSource Wealth Advisors
Alabama
$1.7M +$205K +2,767 +14%
GVAG
838
Great Valley Advisor Group
Delaware
$1.69M +$58K +802 +4%
MC
839
Moors & Cabot
Massachusetts
$1.69M +$155K +2,137 +10%
CTA
840
Chesley Taft & Associates
Illinois
$1.68M -$149K -2,060 -8%
RFC
841
Regions Financial Corp
Alabama
$1.68M -$6.58K -91 -0.4%
FDS
842
First Dallas Securities
Texas
$1.68M -$253K -3,496 -13%
GP
843
Greenline Partners
New York
$1.68M +$16.1K +222 +1%
VA
844
Vident Advisory
Georgia
$1.67M +$115K +1,594 +7%
SF
845
Summit Financial
New Jersey
$1.66M -$17.4K -240 -1%
FRM
846
Fox Run Management
Connecticut
$1.66M +$1.66M +22,978 New
ESB
847
Essex Savings Bank
Connecticut
$1.65M
AG
848
AlTi Global
New York
$1.63M +$78.5K +1,085 +5%
AWP
849
Ascent Wealth Partners
New York
$1.63M +$240K +3,420 +17%
RC
850
RBF Capital
California
$1.63M