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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 %
PWMAG
1101
Pinnacle Wealth Management Advisory Group
New Jersey
$729K +$10.1K +140 +1%
WAM
1102
WNY Asset Management
New York
$729K -$18.1K -250 -2%
KPWS
1103
Kestra Private Wealth Services
Texas
$725K -$172K -2,375 -19%
IPW
1104
Invictus Private Wealth
Colorado
$725K
EL
1105
EMFO LLC
Florida
$723K
BWM
1106
BigSur Wealth Management
Florida
$723K +$723K +10,000 New
First Trust Advisors
1107
First Trust Advisors
Illinois
$718K +$22.3K +308 +3%
WP
1108
Westmount Partners
California
$717K -$26.9K -372 -4%
PWM
1109
Power Wealth Management
Georgia
$716K +$67.6K +934 +10%
CYG
1110
Clean Yield Group
Vermont
$712K -$28.9K -400 -4%
SG
1111
StoneX Group
New York
$712K +$212K +2,925 +42%
TAM
1112
Titleist Asset Management
Texas
$711K -$997K -13,784 -58%
MAM
1113
Mystic Asset Management
Rhode Island
$710K +$18.1K +250 +3%
LCM
1114
Logan Capital Management
Pennsylvania
$704K
UBG
1115
United Bank (Georgia)
Georgia
$703K +$50.9K +703 +8%
EFS
1116
Essex Financial Services
Connecticut
$703K +$30.2K +417 +4%
CP
1117
Canopy Partners
Ohio
$701K +$35.8K +495 +5%
WI
1118
Wintrust Investments
Illinois
$694K +$22.6K +312 +3%
LCM
1119
Lazari Capital Management
California
$689K +$289 +4 +0%
V
1120
ViaWealth
Kansas
$688K -$205K -2,839 -23%
RCG
1121
Regatta Capital Group
California
$686K +$9.4K +130 +1%
DFG
1122
Demars Financial Group
Washington
$684K +$89.8K +1,241 +15%
VC
1123
Veracity Capital
Georgia
$684K +$252K +3,484 +58%
CM
1124
Castleark Management
Illinois
$677K
CWM
1125
Circle Wealth Management
New Jersey
$674K +$88.7K +1,226 +15%