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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 %
C
1376
Certuity
Florida
$344K -$1.09K -15 -0.3%
NCM
1377
Noesis Capital Mangement
Florida
$344K
CJFS
1378
Coulter & Justus Financial Services
Tennessee
$344K +$344K +4,753 New
CWA
1379
Clearview Wealth Advisors
Oregon
$344K +$344K +4,752 New
KFS
1380
Kaizen Financial Strategies
California
$343K -$5.93K -82 -2%
AIM
1381
Aigen Investment Management
New York
$341K +$341K +4,719 New
MWM
1382
Modern Wealth Management
Kansas
$341K +$341K +4,716 New
FFL
1383
Future Fund LLC
Illinois
$340K +$13.6K +188 +4%
TWP
1384
Tempus Wealth Planning
California
$340K +$89K +1,231 +35%
HS
1385
Horan Securities
United States
$337K +$7.31K +101 +2%
ICM
1386
Islay Capital Management
Texas
$336K +$336K +4,651 New
MPWT
1387
MassMutual Private Wealth & Trust
Connecticut
$334K +$51.8K +716 +18%
FWCM
1388
Ferguson Wellman Capital Management
Oregon
$334K
BFG
1389
Berger Financial Group
Minnesota
$334K -$21.9K -303 -6%
MAM
1390
Milestone Asset Management
Pennsylvania
$333K +$333K +4,609 New
SVWAG
1391
Sound View Wealth Advisors Group
Georgia
$333K -$10.5K -145 -3%
CFG
1392
CKW Financial Group
Hawaii
$333K
GF
1393
Gries Financial
Ohio
$332K +$332K +4,586 New
SIG
1394
Sky Investment Group
Connecticut
$332K +$89.7K +1,240 +37%
MMC
1395
Mizuho Markets Cayman
Cayman Islands
$331K
EL
1396
Essex LLC
Illinois
$331K
DP
1397
Denver PWM
Colorado
$330K -$25.3K -354 -7%
RWA
1398
River Wealth Advisors
Pennsylvania
$330K -$84.8K -1,172 -20%
APA
1399
Astoria Portfolio Advisors
New York
$329K +$1.64K +23 +0.5%
KA
1400
KLCM Advisors
Wisconsin
$328K +$96.4K +1,333 +42%