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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 %
IIM
876
INTECH Investment Management
Florida
$1.5M -$136K -1,876 -8%
GAG
877
GM Advisory Group
New York
$1.5M -$16.6K -229 -1%
CSIC
878
Clifford Swan Investment Counsel
California
$1.49M -$3.69K -51 -0.2%
NHC
879
Nicholas Hoffman & Company
Georgia
$1.48M -$14.4K -199 -1%
VSQM
880
V-Square Quantitative Management
Illinois
$1.48M
ONB
881
Old National Bancorp
Indiana
$1.47M -$143K -1,971 -9%
FCBT
882
First Citizens Bank & Trust
North Carolina
$1.47M +$1.47M +20,315 New
SAM
883
Secure Asset Management
Michigan
$1.46M +$168K +2,319 +13%
BF
884
BOK Financial
Oklahoma
$1.45M +$367K +5,078 +34%
SDIC
885
South Dakota Investment Council
South Dakota
$1.45M
GA
886
Greenhaven Associates
New York
$1.45M
UB
887
UMB Bank
Missouri
$1.44M -$940 -13 -0.1%
RIL
888
Rothschild Investment LLC
Illinois
$1.44M -$10.9K -150 -0.7%
DIA
889
Dana Investment Advisors
Wisconsin
$1.43M +$93.7K +1,295 +7%
JWM
890
Jeppson Wealth Management
California
$1.43M -$7.31K -101 -0.5%
HHAA
891
Henry H. Armstrong Associates
Pennsylvania
$1.42M
BOH
892
Bank of Hawaii
Hawaii
$1.41M -$6.73K -93 -0.5%
BCM
893
Buckhead Capital Management
Georgia
$1.41M +$144K +1,994 +11%
PA
894
PFG Advisors
Arizona
$1.41M -$214K -2,956 -13%
WA
895
Wealth Alliance
New York
$1.41M -$40.8K -564 -3%
LNC
896
Lincoln National Corp
Pennsylvania
$1.4M +$79.5K +1,099 +6%
JLBC
897
J.L. Bainbridge & Co
Florida
$1.39M
ZIG
898
Zullo Investment Group
Pennsylvania
$1.39M +$18K +249 +1%
GAA
899
Guardian Asset Advisors
Pennsylvania
$1.38M +$27.2K +376 +2%
SWM
900
Spire Wealth Management
Virginia
$1.37M -$43.9K -607 -3%