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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 %
CNC
1001
Citizens & Northern Corp
Pennsylvania
$988K -$21.7K -300 -2%
ATWA
1002
Arbor Trust Wealth Advisors
Michigan
$988K -$7.82K -110 -0.8%
TNBTD
1003
Trustmark National Bank Trust Department
Mississippi
$986K
NS
1004
NBC Securities
Alabama
$985K -$119K -1,646 -11%
PIA
1005
Panoramic Investment Advisors
Colorado
$983K -$23.5K -325 -2%
FFC
1006
First Financial Corp
Indiana
$982K -$34.1K -471 -3%
TNB
1007
Thomasville National Bank
Georgia
$982K
GAM
1008
Gemmer Asset Management
California
$977K +$60.4K +835 +7%
CCA
1009
Checchi Capital Advisers
California
$976K +$1.95K +27 +0.2%
AWA
1010
Aaron Wealth Advisors
Illinois
$971K +$81.9K +1,132 +9%
HA
1011
Hamel Associates
New Jersey
$969K +$43.4K +600 +5%
WC
1012
Waterloo Capital
Texas
$961K +$255K +3,521 +36%
OA
1013
Operose Advisors
Wisconsin
$961K -$5.5K -76 -0.6%
SAM
1014
Summit Asset Management
Tennessee
$960K
ORC
1015
O'Rourke & Company
Massachusetts
$958K +$73.6K +1,018 +8%
LSAG
1016
Lake Street Advisors Group
New Hampshire
$954K +$19.6K +271 +2%
HR
1017
Hardy Reed
Mississippi
$951K -$68.8K -951 -7%
PS
1018
Portfolio Strategies
New York
$951K +$951K +13,145 New
WAP
1019
Wealthcare Advisory Partners
Pennsylvania
$950K +$6.58K +91 +0.7%
WPC
1020
Wedmont Private Capital
Pennsylvania
$949K +$103K +1,430 +12%
SRC
1021
Sage Rhino Capital
California
$947K +$72.8K +1,006 +8%
IB
1022
Intrust Bank
Kansas
$939K -$40.5K -560 -4%
GC
1023
Guidance Capital
Kentucky
$928K +$928K +13,023 New
PG
1024
Proffitt & Goodson
Tennessee
$919K -$46.9K -649 -5%
CFP
1025
Catalyst Financial Partners
Massachusetts
$917K -$3.34K -46 -0.4%