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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 %
AC
1401
Allstate Corporation
Illinois
$327K +$15.5K +214 +5%
S
1402
SimplyRich
California
$327K
PCA
1403
Pallas Capital Advisors
Massachusetts
$326K -$180K -2,486 -36%
BWP
1404
BSW Wealth Partners
Colorado
$326K -$14.8K -204 -4%
TAM
1405
Trillium Asset Management
Massachusetts
$326K -$43.4K -600 -12%
DWA
1406
Delap Wealth Advisory
Oregon
$325K +$325K +4,498 New
PCP
1407
Proficio Capital Partners
Massachusetts
$325K +$19.4K +268 +6%
ACA
1408
Affinity Capital Advisors
California
$325K -$168K -2,320 -34%
EFG
1409
Ethos Financial Group
Pennsylvania
$325K -$36.4K -502 -10%
WJWM
1410
Williams Jones Wealth Management
New York
$324K -$139K -1,920 -30%
SW
1411
SteelPeak Wealth
California
$323K -$57.5K -795 -15%
IAMOG
1412
Investors Asset Management of Georgia
Georgia
$322K +$289 +4 +0.1%
CPA
1413
Court Place Advisors
Maryland
$322K -$14.5K -200 -4%
AF
1414
Apexium Financial
Texas
$322K -$119K -1,640 -27%
CG
1415
CFO4Life Group
Texas
$321K +$321K +4,432 New
SFP
1416
Sweet Financial Partners
Minnesota
$320K +$10.9K +150 +4%
PTC
1417
Private Trust Company
Ohio
$320K +$4.27K +59 +1%
DFA
1418
Delta Financial Advisors
Louisiana
$320K
LIA
1419
LBMC Investment Advisors
Tennessee
$317K +$317K +4,388 New
VAM
1420
Verity Asset Management
North Carolina
$317K +$5.06K +70 +2%
TF
1421
Tompkins Financial
New York
$315K
BFA
1422
Beaumont Financial Advisors
Massachusetts
$314K +$3.91K +54 +1%
VF
1423
Virtu Financial
New York
$314K -$2.07M -28,567 -87%
SCI
1424
Silver Coast Investments
United States
$314K +$1.66K +23 +0.5%
EL
1425
Envoi LLC
Minnesota
$313K +$313K +4,325 New