SCHW icon

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 %
DWM
1051
Dynasty Wealth Management
Florida
$847K +$847K +11,702 New
NC
1052
Napatree Capital
Rhode Island
$846K -$25.4K -344 -3%
AWM
1053
Axxcess Wealth Management
California
$846K -$324K -4,477 -28%
Connor, Clark & Lunn Investment Management (CC&L)
1054
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$844K +$844K +11,670 New
MA
1055
Mutual Advisors
Nebraska
$841K +$36.7K +507 +5%
PMSA
1056
Patrick M. Sweeney & Associates
Illinois
$839K +$16K +221 +2%
WAM
1057
Wilsey Asset Management
California
$839K -$25.9M -357,832 -97%
IBOK
1058
Independence Bank of Kentucky
Kentucky
$837K -$12.7K -175 -1%
NA
1059
Navellier & Associates
Nevada
$836K +$836K +11,555 New
LWM
1060
Lodestone Wealth Management
Washington
$836K +$3.18K +44 +0.4%
NWM
1061
Northcape Wealth Management
New York
$832K +$1.09K +15 +0.1%
NJIM
1062
Nabity-Jensen Investment Management
Nebraska
$831K
MJRIC
1063
Mogy Joel R Investment Counsel
California
$828K -$109K -1,500 -12%
FPWM
1064
FSB Premier Wealth Management
Iowa
$824K +$208K +2,880 +34%
DBIA
1065
Dumont & Blake Investment Advisors
New Jersey
$819K +$18.4K +255 +2%
ZIMP
1066
Zimmermann Investment Management & Planning
Pennsylvania
$811K +$6.44K +89 +0.8%
PIA
1067
Powell Investment Advisors
Florida
$807K -$42.6K -589 -5%
NL
1068
Navalign LLC
California
$806K +$34.9K +483 +5%
P
1069
Pitcairn
Pennsylvania
$801K +$73.4K +1,015 +10%
BTWM
1070
Baker Tilly Wealth Management
Wisconsin
$800K +$20K +277 +3%
IIA
1071
Integral Investment Advisors
California
$799K +$486K +6,709 +155%
CG
1072
Cynosure Group
Utah
$797K -$27.3K -378 -3%
HAI
1073
Hennessy Advisors Inc
California
$796K -$217K -3,000 -21%
BCM
1074
Brookstone Capital Management
Illinois
$791K +$172K +2,372 +28%
SP
1075
Stablepoint Partners
Massachusetts
$788K -$58.1K -803 -7%