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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 %
GA
1251
Geller Advisors
New York
$491K -$7.16K -99 -1%
GCP
1252
GSA Capital Partners
United Kingdom
$489K +$489K +6,756 New
FMLI
1253
Fukoku Mutual Life Insurance
Japan
$486K
LRIA
1254
Leonard Rickey Investment Advisors
Washington
$483K +$75.2K +1,040 +18%
BTW
1255
Boston Trust Walden
Massachusetts
$481K
EWP
1256
Elevation Wealth Partners
California
$481K -$85.4K -1,181 -15%
BWM
1257
Baron Wealth Management
Michigan
$480K -$868 -12 -0.2%
APWM
1258
Atlas Private Wealth Management
New York
$479K +$45.3K +626 +10%
HTC
1259
Haverford Trust Company
Pennsylvania
$476K +$107K +1,484 +29%
DWM
1260
Defined Wealth Management
Oregon
$475K -$289 -4 -0.1%
JAG
1261
Journey Advisory Group
Kentucky
$473K +$68K +940 +17%
T
1262
TOBAM
France
$473K
ACM
1263
Arcataur Capital Management
Wisconsin
$472K
LA
1264
Legacy Advisors
Pennsylvania
$471K +$25K +346 +6%
CBFP
1265
Cedar Brook Financial Partners
Ohio
$471K -$1.74K -24 -0.4%
IWA
1266
Icon Wealth Advisors
Texas
$469K +$37.3K +516 +9%
AWA
1267
Arkadios Wealth Advisors
Georgia
$469K +$4.99K +69 +1%
TC
1268
TAGStone Capital
North Carolina
$467K +$1.74K +24 +0.4%
AC
1269
Avestar Capital
New York
$467K +$89.4K +1,236 +24%
LIM
1270
Leavell Investment Management
Alabama
$463K -$14.5K -200 -3%
GIA
1271
Gladstone Institutional Advisory
Florida
$463K -$613K -8,475 -57%
CCG
1272
Coastwise Capital Group
California
$459K +$117K +1,612 +34%
SAM
1273
Smartleaf Asset Management
Massachusetts
$457K +$168K +2,316 +58%
FLI
1274
Family Legacy Inc
South Carolina
$456K
AT
1275
Arden Trust
Delaware
$456K -$27.1K -374 -6%