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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 %
WGC
851
Watts Gwilliam & Co
Arizona
$1.61M +$1.61M +20,918 New
PWW
852
Pettyjohn Wood & White
Virginia
$1.6M +$58.2K +805 +4%
PA
853
Profund Advisors
Maryland
$1.6M +$48.7K +673 +3%
GRP
854
Global Retirement Partners
California
$1.6M +$109K +1,513 +7%
FWM
855
Finer Wealth Management
Massachusetts
$1.6M +$566K +7,829 +55%
TYCC
856
Texas Yale Capital Corp
Florida
$1.6M +$203K +2,801 +15%
TIAA Trust, National Association
857
TIAA Trust, National Association
North Carolina
$1.59M -$3.76K -52 -0.2%
SLC
858
Second Line Capital
Louisiana
$1.59M -$1.59K -22 -0.1%
IA
859
IFP Advisors
Florida
$1.58M -$459K -6,350 -22%
WBCM
860
Wilson & Boucher Capital Management
California
$1.58M -$28.6K -395 -2%
LBA
861
Letko, Brosseau & Associates
Quebec, Canada
$1.58M
BCM
862
BlueMar Capital Management
Florida
$1.58M -$24.6K -340 -2%
CC
863
Copperleaf Capital
North Carolina
$1.57M +$136K +1,881 +9%
HPC
864
HM Payson & Co
Maine
$1.56M -$86.6K -1,197 -5%
BP
865
Ballentine Partners
Massachusetts
$1.55M +$97.8K +1,352 +7%
PI
866
PFG Investments
New York
$1.55M +$1.14M +15,792 +280%
RWA
867
Roberts Wealth Advisors
California
$1.53M +$75.9K +1,065 +5%
AIM
868
Aspen Investment Management
Michigan
$1.53M +$12.7K +176 +0.8%
CCA
869
Covey Capital Advisors
Georgia
$1.53M -$169K -2,330 -10%
DLHL
870
Donald L. Hagan LLC
Florida
$1.52M -$19.3K -267 -1%
HAM
871
Hedges Asset Management
Nevada
$1.52M
PVI
872
Pine Valley Investments
New Jersey
$1.52M -$35.4K -490 -2%
CCM
873
Chaney Capital Management
Washington
$1.51M +$109K +1,500 +8%
WTC
874
WhitTier Trust Company
Nevada
$1.51M +$88K +1,217 +6%
MFS
875
Monetta Financial Services
Illinois
$1.5M