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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 %
DWM
1126
Drive Wealth Management
Utah
$672K -$92.2K -1,274 -12%
OFG
1127
Omega Financial Group
California
$669K -$1.09K -15 -0.2%
CA
1128
Crumly & Associates
Illinois
$667K -$16.1K -222 -2%
SPIS
1129
Steward Partners Investment Solutions
Oregon
$666K +$666K +9,203 New
CA
1130
Carson Advisory
Georgia
$664K -$46.7K -645 -7%
MW
1131
Marcum Wealth
Ohio
$663K +$3.76K +52 +0.6%
CI
1132
CX Institutional
Indiana
$661K -$19.1K -264 -3%
EBT
1133
Enterprise Bank & Trust
Massachusetts
$660K -$47.4K -655 -7%
BIG
1134
Brooklyn Investment Group
New York
$659K +$24.5K +339 +4%
Baillie Gifford & Co
1135
Baillie Gifford & Co
United Kingdom
$656K -$501M -6,927,621 -100%
FC
1136
Fusion Capital
South Carolina
$656K +$118K +1,633 +22%
OPCM
1137
Osborne Partners Capital Management
California
$652K -$11K -152 -2%
BWAM
1138
Boyd Watterson Asset Management
Ohio
$652K -$49.1K -679 -7%
ECG
1139
Edge Capital Group
Georgia
$651K -$42.8K -591 -6%
KIA
1140
Knollwood Investment Advisory
Maryland
$651K
KA
1141
Kearns & Associates
California
$651K
HBT
1142
Heartland Bank & Trust
Illinois
$648K -$5.06K -70 -0.8%
CI
1143
Cavalier Investments
Georgia
$648K +$34.5K +477 +6%
FB
1144
Fulton Bank
Pennsylvania
$646K +$61.1K +845 +10%
NB
1145
NBT Bank
New York
$646K +$19.5K +270 +3%
PFBT
1146
Parkside Financial Bank & Trust
Missouri
$638K +$46.9K +648 +8%
VCWA
1147
Vanguard Capital Wealth Advisors
Colorado
$637K -$7.23K -100 -1%
GLA
1148
Good Life Advisors
Pennsylvania
$636K -$49K -678 -7%
KWM
1149
Keebeck Wealth Management
Illinois
$634K
QI
1150
Qtron Investments
Massachusetts
$634K