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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 %
SFS
951
Sowell Financial Services
Arkansas
$1.16M +$18.4K +255 +2%
SLI
952
Sumitomo Life Insurance
Japan
$1.16M -$51.1K -706 -4%
DJSG
953
D.J. St. Germain
Massachusetts
$1.16M -$28.5K -394 -2%
MWC
954
MBM Wealth Consultants
Missouri
$1.15M +$141K +1,951 +14%
MAS
955
Meeder Advisory Services
Ohio
$1.15M +$152K +2,108 +15%
SWM
956
SeaCrest Wealth Management
New York
$1.15M +$14.3K +198 +1%
HA
957
Herold Advisors
New York
$1.15M +$1.15M +15,830 New
CI
958
Cigna Investments
Connecticut
$1.14M -$14.2K -197 -1%
RIA
959
Realta Investment Advisors
Delaware
$1.13M +$24.9K +344 +2%
Man Group
960
Man Group
United Kingdom
$1.13M -$3.89M -53,737 -77%
PWA
961
Providence Wealth Advisors
Illinois
$1.13M +$1.04M +14,607 +1,116%
SIM
962
Sentry Investment Management
Wisconsin
$1.13M
KFSC
963
Keystone Financial Services (Colorado)
Colorado
$1.13M +$313K +4,332 +38%
OAM
964
Ostrum Asset Management
France
$1.12M +$7.16K +99 +0.6%
SIAG
965
Signet Investment Advisory Group
Rhode Island
$1.12M -$98.2K -1,358 -8%
NP
966
Nilsine Partners
Colorado
$1.12M +$6.8K +94 +0.6%
BMCM
967
Burns Matteson Capital Management
New York
$1.11M +$171K +2,370 +18%
WPW
968
Waldron Private Wealth
Pennsylvania
$1.11M -$16.2K -224 -1%
JFA
969
JNBA Financial Advisors
Minnesota
$1.11M
RWM
970
Ritholtz Wealth Management
New York
$1.11M -$22.6K -313 -2%
NB
971
Nicolet Bankshares
Wisconsin
$1.1M +$15.4K +213 +1%
NAM
972
NorthCrest Asset Manangement
Minnesota
$1.09M +$29.5K +408 +3%
GIP
973
Granite Investment Partners
California
$1.09M -$503K -6,950 -32%
HFS
974
Howard Financial Services
Texas
$1.09M +$1.37K +19 +0.1%
FIM
975
Fruth Investment Management
Texas
$1.09M -$4.12K -57 -0.4%