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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 %
AIA
1176
Angeles Investment Advisors
California
$593K +$22.3K +308 +4%
BCM
1177
Boltwood Capital Management
California
$592K -$9.04K -125 -2%
PPWP
1178
Premier Path Wealth Partners
New Jersey
$591K +$17K +235 +3%
EA
1179
Emerald Advisers
Pennsylvania
$591K -$226K -3,123 -28%
EI
1180
Ellevest Inc
New York
$591K +$40.9K +565 +7%
BOS
1181
Bank of Stockton
California
$591K +$27.2K +376 +5%
LHC
1182
Little House Capital
Massachusetts
$590K -$3.2M -44,256 -84%
AA
1183
Apriem Advisors
California
$590K +$9.4K +130 +2%
MSS
1184
Mitchell Sinkler & Starr
Pennsylvania
$589K -$350K -4,844 -37%
IIM
1185
InTrack Investment Management
Vermont
$587K
CWM
1186
Concentric Wealth Management
California
$585K -$14.3K -197 -2%
BWA
1187
Bordeaux Wealth Advisors
California
$583K -$4.63K -64 -0.8%
FT
1188
Fiduciary Trust
Massachusetts
$583K -$66.2K -915 -10%
MS
1189
Maven Securities
Jersey
$581K +$581K +8,028 New
LAM
1190
Lountzis Asset Management
Pennsylvania
$580K
IGAM
1191
iA Global Asset Management
Quebec, Canada
$579K -$8.47M -117,113 -94%
AFG
1192
Albion Financial Group
Utah
$575K +$2.97K +41 +0.5%
RSVP
1193
Ramsay Stattman Vela & Price
Colorado
$575K +$39.1K +540 +7%
SPI
1194
Sutton Place Investors
New York
$573K +$25.8K +356 +5%
CWS
1195
Cypress Wealth Services
California
$566K +$48.4K +669 +9%
CS
1196
Cannell & Spears
New York
$565K +$565K +7,806 New
CQS
1197
Credential Qtrade Securities
$563K -$17.9K -247 -3%
LWM
1198
Lyell Wealth Management
California
$558K
AIM
1199
Athena Investment Management
California
$558K
CL
1200
Choreo LLC
Illinois
$556K -$24.1K -333 -4%