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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 %
BAM
976
Belpointe Asset Management
Nevada
$1.09M -$266K -3,674 -20%
AF
977
Ally Financial
Michigan
$1.09M +$1.09M +15,000 New
CM
978
Caption Management
Oklahoma
$1.09M +$1.09M +15,000 New
NCM
979
Neumann Capital Management
California
$1.08M +$6.73K +93 +0.6%
CPRC
980
Consolidated Portfolio Review Corp
New York
$1.08M +$9.33K +129 +0.9%
EWM
981
Elmwood Wealth Management
California
$1.08M -$104K -1,444 -9%
LJAC
982
L.J. Altfest & Co
New York
$1.08M -$929K -12,851 -46%
UCI
983
Uncommon Cents Investing
Wisconsin
$1.08M
LC
984
Lindbrook Capital
California
$1.07M -$84K -1,161 -7%
Luther King Capital Management (LKCM)
985
Luther King Capital Management (LKCM)
Texas
$1.07M -$26.9K -372 -2%
TFA
986
Tranquilli Financial Advisor
New Jersey
$1.07M +$147K +2,028 +16%
LGA
987
Lebenthal Global Advisors
New York
$1.06M +$19.6K +271 +2%
ICM
988
IMS Capital Management
Oregon
$1.06M +$52.4K +725 +5%
PFS
989
Prospera Financial Services
Texas
$1.05M +$51.7K +714 +5%
OIM
990
Oder Investment Management
California
$1.04M +$113K +1,559 +12%
HWA
991
HCR Wealth Advisors
California
$1.04M +$113K +1,561 +12%
RMDI
992
R.M. Davis Inc
Maine
$1.04M -$134K -1,854 -11%
MFG
993
Merit Financial Group
Georgia
$1.04M -$2.2M -28,898 -68%
AT
994
Avalon Trust
New Mexico
$1.01M
WKWM
995
Walter & Keenan Wealth Management
Indiana
$1M +$2.32K +32 +0.2%
NAS
996
Nicolet Advisory Services
Wisconsin
$1,000K -$66.7K -923 -6%
HKIMG
997
Hutchens & Kramer Investment Management Group
Indiana
$994K -$66.3K -916 -6%
JSL
998
JT Stratford LLC
Georgia
$993K +$17.4K +240 +2%
AC
999
ASB Consultores
Florida
$991K +$991K +13,698 New
GI
1000
GAMMA Investing
California
$990K +$156K +2,161 +19%