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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 %
GWMR
1351
GC Wealth Management RIA
Massachusetts
$370K +$370K +5,115 New
EW
1352
Enzi Wealth
Texas
$370K
CFS
1353
Coordinated Financial Services
Colorado
$369K +$369K +5,103 New
RZH
1354
Relyea Zuckerberg Hanson
Connecticut
$368K +$15.5K +214 +4%
KCM
1355
KRS Capital Management
Michigan
$368K -$13.6K -188 -4%
VCM
1356
Virtue Capital Management
Tennessee
$363K -$9.1K -130 -2%
VCM
1357
Viewpoint Capital Management
Washington
$362K
SM
1358
Sweeney & Michel
California
$362K +$362K +4,691 New
JIC
1359
Joel Isaacson & Co
New York
$361K +$1.3K +18 +0.4%
PWPS
1360
Pinnacle Wealth Planning Services
Ohio
$360K +$15.3K +211 +4%
OWP
1361
Obermeyer Wealth Partners
Colorado
$360K +$16.2K +224 +5%
RIP
1362
RAM Investment Partners
Washington
$357K +$357K +4,940 New
CDH
1363
Charles D. Hyman
$357K
AFP
1364
Ausdal Financial Partners
Iowa
$356K -$25.6K -354 -7%
TIA
1365
Traphagen Investment Advisors
New Jersey
$354K +$354K +4,887 New
GFP
1366
Gryphon Financial Partners
Ohio
$353K -$119K -1,642 -25%
PFA
1367
Pure Financial Advisors
California
$353K -$118K -1,630 -25%
GWM
1368
Gray Wealth Management
Maine
$352K +$22.4K +310 +7%
B
1369
Birchbrook
Maine
$350K -$305K -4,219 -47%
PCA
1370
Prosperity Capital Advisors
Ohio
$350K +$350K +4,836 New
HCM
1371
Hall Capital Management
Rhode Island
$348K -$1.18M -16,306 -77%
NEWAS
1372
N.E.W. Advisory Services
Wisconsin
$348K +$72 +1 +0%
SIC
1373
Sigma Investment Counselors
Michigan
$347K +$116K +1,604 +50%
WPC
1374
Waters Parkerson & Co
Louisiana
$347K
NRW
1375
Nova R Wealth
Kansas
$347K +$347K +4,794 New