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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 %
BFS
1201
Bradley Foster & Sargent
Connecticut
$554K +$244K +3,375 +79%
AGWCA
1202
Annis Gardner Whiting Capital Advisors
Florida
$552K +$29.3K +405 +6%
PP
1203
PDS Planning
Ohio
$549K +$24.5K +338 +5%
RIM
1204
RW Investment Management
Idaho
$547K +$3.26K +45 +0.6%
CC
1205
Cipher Capital
New York
$543K +$543K +7,511 New
IC
1206
Inscription Capital
Texas
$542K +$542K +7,496 New
APP
1207
Avantax Planning Partners
Iowa
$540K +$169K +2,336 +46%
CWM
1208
Cornerstone Wealth Management
Missouri
$539K +$63.4K +877 +13%
VAMG
1209
Voisard Asset Management Group
Michigan
$539K -$18.1K -250 -3%
WP
1210
WealthPLAN Partners
Nebraska
$539K -$1.48M -20,520 -73%
MFA
1211
Mayflower Financial Advisors
Massachusetts
$536K +$52.5K +726 +11%
HH
1212
Hilltop Holdings
Texas
$535K +$20.6K +285 +4%
HI
1213
Harbour Investments
Wisconsin
$533K -$56.6K -782 -10%
LFAS
1214
Level Four Advisory Services
Texas
$533K
MSFS
1215
Main Street Financial Solutions
Pennsylvania
$532K +$7.96K +110 +2%
RWB
1216
RMR Wealth Builders
New Jersey
$532K -$868K -11,995 -62%
KFP
1217
KMG Fiduciary Partners
Ohio
$532K -$112K -1,547 -17%
NP
1218
NorthRock Partners
Minnesota
$531K +$50.3K +695 +10%
TPI
1219
Trust Point Inc
Wisconsin
$529K +$30.8K +426 +6%
CAM
1220
Cozad Asset Management
Illinois
$527K +$145 +2 +0%
UIA
1221
Ulland Investment Advisors
Minnesota
$526K -$442K -6,110 -46%
N
1222
Natixis
France
$523K +$523K +7,236 New
PCMC
1223
Private Capital Management (Colorado)
Colorado
$523K +$231K +3,188 +79%
CAG
1224
Csenge Advisory Group
Florida
$523K -$19.6K -271 -4%
CMI
1225
Clare Market Investments
Texas
$523K +$95.9K +1,326 +22%