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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 %
MWM
1226
Mission Wealth Management
California
$521K +$521K +7,197 New
OPA
1227
Old Port Advisors
Maine
$520K -$68.6K -948 -12%
MA
1228
MCF Advisors
Kentucky
$520K -$57.7K -798 -10%
GSC
1229
Grey Street Capital
Illinois
$519K +$519K +7,180 New
VWM
1230
Venturi Wealth Management
Texas
$519K -$270K -3,729 -34%
HC
1231
Hara Capital
Washington
$516K +$28.9K +400 +6%
BS
1232
Banco Santander
Spain
$514K -$1.45M -20,010 -74%
BIC
1233
Beach Investment Counsel
Pennsylvania
$514K
SGCA
1234
Steel Grove Capital Advisors
Tennessee
$514K +$86.8K +1,200 +20%
AGC
1235
Aspen Grove Capital
Colorado
$513K +$39.1K +541 +8%
GPA
1236
Garrison Point Advisors
California
$510K
SCP
1237
Stamos Capital Partners
California
$509K -$10.1K -140 -2%
CW
1238
Connectus Wealth
Ohio
$509K -$7.16K -99 -1%
PMFA
1239
Plante Moran Financial Advisors
Michigan
$508K +$12K +166 +2%
ZIC
1240
ZWJ Investment Counsel
Georgia
$508K +$508K +7,021 New
BPWM
1241
Badgley Phelps Wealth Managers
Washington
$508K +$8.18K +113 +2%
BG
1242
Bahl & Gaynor
Ohio
$505K -$4.27K -59 -0.8%
CA
1243
Cornerstone Advisory
Maryland
$504K -$202K -2,786 -29%
LC
1244
LCNB Corp
Ohio
$502K +$502K +6,944 New
PO
1245
Private Ocean
California
$502K -$160K -2,206 -24%
DCM
1246
Driehaus Capital Management
Illinois
$499K -$86.7K -1,199 -15%
FCP
1247
Fidelis Capital Partners
Florida
$498K +$70.9K +980 +17%
QCM
1248
Qsemble Capital Management
New York
$497K +$497K +6,876 New
GFG
1249
Greystone Financial Group
Michigan
$497K +$73.3K +1,013 +17%
BFA
1250
Bragg Financial Advisors
North Carolina
$495K