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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 %
CFGS
1301
Concourse Financial Group Securities
Alabama
$422K +$13.7K +190 +3%
MWM
1302
Massachusetts Wealth Management
Massachusetts
$421K +$19.9K +275 +5%
MWA
1303
Monograph Wealth Advisors
California
$421K -$5.43K -75 -1%
NHT
1304
New Hampshire Trust
New Hampshire
$420K
WAS
1305
WESPAC Advisors SoCal
California
$420K
BJL
1306
Brighton Jones LLC
Washington
$418K +$65.2K +901 +18%
LAM
1307
L2 Asset Management
Massachusetts
$418K +$26.5K +366 +7%
AC
1308
Abbrea Capital
California
$418K +$10.3K +142 +3%
DI
1309
Diligent Investors
California
$417K -$14.5K -201 -3%
SHGA
1310
Sand Hill Global Advisors
California
$416K
WF
1311
Welch & Forbes
Massachusetts
$415K
RWP
1312
Ridgecrest Wealth Partners
California
$415K +$4.56K +63 +1%
BOM
1313
Bank of Marin
California
$415K +$77.5K +1,071 +23%
SWA
1314
Stratos Wealth Advisors
Ohio
$414K +$89.4K +1,236 +28%
AWAP
1315
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$414K -$9.4K -130 -2%
CHAM
1316
Clear Harbor Asset Management
Connecticut
$413K
MPM
1317
MBB Public Markets
Illinois
$410K +$410K +5,673 New
RVPG
1318
Relative Value Partners Group
$410K +$16.1K +256 +4%
ET
1319
Equitable Trust
Tennessee
$406K +$109K +1,506 +37%
MGWM
1320
Marks Group Wealth Management
Minnesota
$403K +$19.2K +265 +5%
CCIA
1321
Campbell & Co Investment Adviser
Maryland
$403K +$403K +5,566 New
KWAG
1322
Kiely Wealth Advisory Group
North Carolina
$402K
AA
1323
Addison Advisors
Vermont
$399K -$2.17K -30 -0.5%
QPWM
1324
Quadrant Private Wealth Management
Pennsylvania
$397K -$64.6K -893 -14%
YC
1325
Yarbrough Capital
Tennessee
$395K +$395K +5,454 New