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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 %
MHR
1326
Matthew Hamilton Rosenberg
$393K -$18.5K -255 -4%
CFG
1327
Cooper Financial Group
California
$392K -$72.6K -1,003 -16%
FIM
1328
Freedom Investment Management
Connecticut
$389K -$7.74K -107 -2%
SIMG
1329
Sonora Investment Management Group
Arizona
$389K -$7.6K -105 -2%
KWM
1330
Keating Wealth Management
Colorado
$388K
DWA
1331
Douglass Winthrop Advisors
New York
$388K +$388K +5,370 New
LPAM
1332
Lodestar Private Asset Management
California
$388K +$2.46K +34 +0.6%
CA
1333
Claro Advisors
Massachusetts
$387K +$387K +5,345 New
CB
1334
CNB Bank
Pennsylvania
$386K -$21.9K -303 -5%
AWM
1335
Aberdeen Wealth Management
Illinois
$385K -$10.7K -148 -3%
BHBT
1336
Burke & Herbert Bank & Trust
Virginia
$383K
PF
1337
Phoenix Financial
Israel
$383K -$570K -7,909 -60%
HCP
1338
Hexagon Capital Partners
Arkansas
$381K +$7.23K +100 +2%
JWCA
1339
J.W. Cole Advisors
Florida
$379K +$55.8K +771 +17%
PBK
1340
Peoples Bank (Kansas)
Kansas
$379K -$14.5K -200 -4%
ACI
1341
Alpha Cubed Investments
California
$378K +$378K +5,223 New
EFG
1342
Everhart Financial Group
Ohio
$377K +$88K +1,217 +31%
MG
1343
Mather Group
Illinois
$377K +$4.54K +66 +1%
SMA
1344
Sage Mountain Advisors
Georgia
$376K +$26.6K +368 +8%
ST
1345
Smithfield Trust
Pennsylvania
$376K -$8.66K -120 -2%
EWM
1346
Evermay Wealth Management
Virginia
$373K -$940 -13 -0.3%
JIR
1347
James Investment Research
Ohio
$373K -$2.88M -39,812 -89%
BPCA
1348
Bank Pictet & Cie (Asia)
Singapore
$373K -$1.3M -18,020 -78%
OPWM
1349
Oxinas Partners Wealth Management
Indiana
$372K -$13.2K -182 -3%
AA
1350
Advisory Alpha
Michigan
$370K +$94.6K +1,308 +34%