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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 %
SRWM
1076
Shira Ridge Wealth Management
California
$786K +$1.88K +26 +0.2%
TWA
1077
TCI Wealth Advisors
Arizona
$780K -$302K -4,181 -28%
UCB
1078
United Community Bank
South Carolina
$779K -$174K -2,410 -18%
EWA
1079
Exencial Wealth Advisors
Oklahoma
$770K -$12.2M -169,263 -94%
SPC
1080
Sigma Planning Corp
Michigan
$768K +$768K +10,616 New
IIM
1081
Intact Investment Management
Quebec, Canada
$767K -$101K -1,400 -12%
RWA
1082
Redmont Wealth Advisors
Illinois
$766K +$39.9K +552 +5%
LWAM
1083
Legacy Wealth Asset Management
Minnesota
$766K +$3.26K +45 +0.4%
AFG
1084
Atomi Financial Group
New York
$766K +$84.7K +1,171 +12%
JWM
1085
Jupiter Wealth Management
Colorado
$764K
A
1086
Allianz
Germany
$762K +$762K +10,527 New
RI
1087
Ridgewood Investments
New Jersey
$760K +$15.2K +210 +2%
SS
1088
Sunbelt Securities
Texas
$756K -$5.28K -73 -0.7%
CGL
1089
Clarius Group LLC
Washington
$749K -$139K -1,915 -16%
MIM
1090
Moseley Investment Management
Florida
$748K
Koshinski Asset Management
1091
Koshinski Asset Management
Illinois
$747K -$136K -1,880 -15%
RA
1092
Royce & Associates
New York
$743K
FCA
1093
FinTrust Capital Advisors
South Carolina
$742K +$300K +4,143 +68%
LA
1094
LexAurum Advisors
Kansas
$742K -$651 -9 -0.1%
KWA
1095
Kingswood Wealth Advisors
California
$739K -$58.1K -803 -7%
FFS
1096
Founders Financial Securities
Maryland
$739K +$1.16K +16 +0.2%
WWM
1097
Western Wealth Management
Colorado
$738K -$84.9K -1,173 -10%
IF
1098
Ironwood Financial
Arizona
$737K +$11.6K +160 +2%
BTI
1099
Blue Trust Inc
Georgia
$730K +$230K +3,176 +46%
RC
1100
Rovin Capital
Arizona
$730K -$46.7K -646 -6%