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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 %
BCM
901
Birmingham Capital Management
Alabama
$1.37M -$109K -1,500 -7%
MIM
902
Morningstar Investment Management
Illinois
$1.37M
RP
903
Riverwater Partners
Wisconsin
$1.36M -$50K -691 -4%
IWC
904
Integrated Wealth Concepts
Massachusetts
$1.36M +$243K +3,354 +22%
IAS
905
Insigneo Advisory Services
Florida
$1.36M -$59.8K -826 -4%
CGA
906
Crescent Grove Advisors
Illinois
$1.36M -$57.9K -800 -4%
PFA
907
Professional Financial Advisors
Nebraska
$1.35M +$148K +2,046 +12%
FNBT
908
FineMark National Bank & Trust
Florida
$1.35M -$898K -12,413 -40%
EF
909
Empowered Funds
Pennsylvania
$1.35M -$484K -6,684 -26%
IA
910
Inspire Advisors
Idaho
$1.35M +$95.2K +1,316 +8%
BCG
911
BayBridge Capital Group
California
$1.35M +$57.8K +779 +4%
BWP
912
Balboa Wealth Partners
Arizona
$1.35M +$4.77K +66 +0.4%
AI
913
AXS Investments
New York
$1.34M -$136K -1,884 -9%
TAM
914
Trust Asset Management
Texas
$1.34M -$10.8K -149 -0.8%
TP
915
Tranquility Partners
Tennessee
$1.33M -$84.3K -1,165 -6%
TCM
916
Telos Capital Management
California
$1.32M -$69.2K -956 -5%
KF
917
Krilogy Financial
Missouri
$1.32M +$48.5K +670 +4%
BW
918
BIP Wealth
Georgia
$1.31M
CAM
919
Cidel Asset Management
Ontario, Canada
$1.31M +$28.4K +393 +2%
ADIM
920
Alpha DNA Investment Management
Maryland
$1.3M -$1.32M -18,270 -50%
CFB
921
Cullen/Frost Bankers
Texas
$1.3M -$9.19K -127 -0.7%
SIA
922
Schechter Investment Advisors
Michigan
$1.3M +$455K +6,285 +54%
GAMC
923
Garner Asset Management Corp
Texas
$1.29M +$177K +2,441 +16%
DAS
924
Dynamic Advisor Solutions
Arizona
$1.29M +$64.3K +889 +5%
MBT
925
Montecito Bank & Trust
California
$1.28M -$1.01K -14 -0.1%