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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 %
BBHC
926
Brown Brothers Harriman & Co
New York
$1.28M -$981K -13,567 -43%
SWP
927
Strategic Wealth Partners
Ohio
$1.27M -$426K -5,883 -25%
CF
928
Centaurus Financial
California
$1.26M +$357K +4,936 +40%
HBT
929
Hills Bank & Trust
Iowa
$1.25M +$37.8K +523 +3%
CCM
930
Coldstream Capital Management
Washington
$1.25M -$2.89K -40 -0.2%
FFM
931
Forum Financial Management
Illinois
$1.24M +$60.3K +834 +5%
DPIM
932
Duff & Phelps Investment Management
Illinois
$1.24M +$54K +746 +5%
KLWA
933
Kelly Lawrence W & Associates
California
$1.23M
DM
934
Delphi Management
Massachusetts
$1.23M +$3.11K +43 +0.3%
PCM
935
Parsons Capital Management
Rhode Island
$1.23M +$1.23M +16,995 New
AWM
936
Aviso Wealth Management
Washington
$1.23M
LCM
937
Leisure Capital Management
California
$1.23M -$7.89K -109 -0.6%
FFG
938
Frisch Financial Group
New York
$1.21M -$605K -8,366 -33%
EFG
939
Embree Financial Group
Illinois
$1.21M +$7.16K +99 +0.6%
CAM
940
Columbia Asset Management
Michigan
$1.21M +$8.6K +125 +0.7%
VAG
941
VisionPoint Advisory Group
Texas
$1.2M +$670K +9,261 +125%
QCG
942
Quadrant Capital Group
Ohio
$1.2M -$20.6K -285 -2%
RA
943
RiverPark Advisors
New York
$1.2M -$151K -2,089 -11%
SCI
944
Stableford Capital II
Arizona
$1.19M +$1.23K +17 +0.1%
TF
945
TLWM Financial
Texas
$1.18M -$20.6K -285 -2%
AWM
946
Avondale Wealth Management
Texas
$1.18M
CGH
947
CMG Global Holdings
Texas
$1.17M +$60.4K +835 +5%
AIP
948
Ameritas Investment Partners
Nebraska
$1.16M -$31.8K -440 -3%
BLC
949
Brown, Lisle/Cummings
Rhode Island
$1.16M +$50.6K +700 +5%
WS
950
Wedbush Securities
California
$1.16M -$80.1K -1,108 -6%