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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 %
BCM
1151
Brown Capital Management
Maryland
$632K -$33.1K -457 -5%
SP
1152
Symmetry Partners
Connecticut
$630K
IFA
1153
Index Fund Advisors
California
$630K +$69.3K +958 +12%
WCM
1154
Whitener Capital Management
North Carolina
$629K +$199K +2,756 +46%
NBT
1155
Northwest Bank & Trust
Iowa
$628K -$12.3K -166 -2%
DAM
1156
Derbend Asset Management
Georgia
$626K -$241K -3,332 -28%
KA
1157
Keene & Associates
Texas
$624K +$21.3K +294 +4%
QWM
1158
Quadcap Wealth Management
Texas
$620K +$620K +8,576 New
IFWM
1159
Institute for Wealth Management
Colorado
$618K +$104K +1,431 +20%
TCM
1160
Traynor Capital Management
Pennsylvania
$615K -$46.2K -638 -7%
WQ
1161
Wealth Quarterback
New Jersey
$614K -$56.4K -779 -8%
PCM
1162
Pointe Capital Management
Michigan
$614K +$19.9K +275 +3%
ECU
1163
Eisler Capital (UK)
United Kingdom
$607K -$13.3M -183,219 -96%
IWM
1164
IHT Wealth Management
Illinois
$606K +$14.9K +206 +3%
CAG
1165
Compass Advisory Group
New York
$606K
SFO
1166
Stokes Family Office
Louisiana
$604K
RSWM
1167
Robertson Stephens Wealth Management
California
$603K +$140K +1,929 +30%
MF
1168
Manchester Financial
California
$603K +$331K +4,580 +122%
VL
1169
Vima LLC
Michigan
$602K +$18K +343 +3%
RCAG
1170
Rehmann Capital Advisory Group
Michigan
$600K -$2.24K -31 -0.4%
KHCM
1171
Kirtland Hills Capital Management
Ohio
$599K +$599K +7,829 New
SBIA
1172
Sheaff Brock Investment Advisors
Indiana
$598K -$62.2K -860 -9%
CA
1173
Continuum Advisory
Idaho
$595K -$1.1M -14,639 -65%
RA
1174
RFG Advisory
Alabama
$593K -$2.1K -29 -0.4%
GL
1175
Graypoint LLC
New York
$593K -$3.69K -51 -0.6%