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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 %
BFEC
1026
Benjamin F. Edwards & Company
Missouri
$915K +$475K +6,574 +108%
WFA
1027
West Financial Advisors
Iowa
$911K
MC
1028
Matisse Capital
Oregon
$908K
SMC
1029
Smith, Moore & Co
Missouri
$901K -$73K -1,009 -7%
HHRDM
1030
H&H Retirement Design & Management
Nevada
$898K +$898K +12,094 New
LGF
1031
LGT Group Foundation
Liechtenstein
$894K +$39.4K +545 +5%
D.E. Shaw & Co
1032
D.E. Shaw & Co
New York
$893K -$17.9M -247,932 -95%
PCS
1033
Personal CFO Solutions
New Jersey
$887K +$42K +580 +5%
CNBTD
1034
Citizens National Bank Trust Department
Mississippi
$885K +$23.1K +320 +3%
OC
1035
Opinicus Capital
Florida
$883K +$48.8K +675 +6%
IAIM
1036
International Assets Investment Management
Florida
$878K +$82.6K +1,141 +10%
FCFC
1037
First Commonwealth Financial Corp
Pennsylvania
$872K +$506 +7 +0.1%
NC
1038
Nightview Capital
Texas
$870K -$363K -5,018 -29%
PI
1039
Parkside Investments
Illinois
$868K -$217K -3,000 -20%
CIM
1040
CIM Investment Management
Pennsylvania
$868K +$868K +11,992 New
SQA
1041
Simon Quick Advisors
New Jersey
$867K +$528K +7,294 +155%
GM
1042
GeoWealth Management
Illinois
$867K -$922K -12,743 -52%
TPCW
1043
TD Private Client Wealth
New York
$866K -$136K -1,874 -14%
EDRH
1044
Edmond de Rothschild Holding
Switzerland
$865K +$43K +594 +5%
LAM
1045
Lummis Asset Management
Texas
$863K -$599K -8,281 -41%
FA
1046
Faithward Advisors
Pennsylvania
$863K +$61.6K +852 +8%
SC
1047
Savant Capital
Illinois
$856K -$474K -6,549 -36%
SSWM
1048
Sheets Smith Wealth Management
North Carolina
$856K +$300K +4,144 +54%
NCM
1049
Novare Capital Management
North Carolina
$853K +$34.9K +482 +4%
SB
1050
Strategic Blueprint
Georgia
$847K +$111K +1,536 +15%