SCHW icon

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 %
BMC
1426
Benin Management Corp
Connecticut
$313K
BFM
1427
Boston Financial Management
Massachusetts
$312K
LNB
1428
Ledyard National Bank
$311K
CA
1429
Calton & Associates
Florida
$310K +$310K +4,289 New
WPWM
1430
Western Pacific Wealth Management
Illinois
$310K +$4.34K +60 +1%
WG
1431
Welch Group
Alabama
$309K +$796 +11 +0.3%
TCA
1432
Transcend Capital Advisors
New Jersey
$308K -$115K -1,590 -27%
WB
1433
WesBanco Bank
West Virginia
$308K +$37.4K +517 +14%
RCA
1434
Reitz Capital Advisors
Michigan
$307K
OHWP
1435
Oak Harbor Wealth Partners
North Carolina
$306K +$145 +2 +0%
OW
1436
Olistico Wealth
Oklahoma
$304K +$304K +4,207 New
NSB
1437
Norway Savings Bank
Maine
$303K -$3.62K -50 -1%
QWP
1438
Quotient Wealth Partners
Texas
$303K +$62.9K +870 +26%
Capstone Investment Advisors
1439
Capstone Investment Advisors
New York
$302K +$248K +3,426 +460%
PWM
1440
Purus Wealth Management
California
$302K +$506 +7 +0.2%
SFA
1441
Souders Financial Advisors
Ohio
$300K -$3.11K -43 -1%
SSA
1442
Schonfeld Strategic Advisors
New York
$299K -$12.3M -169,827 -98%
WFI
1443
West Family Investments
California
$298K +$21.3K +295 +8%
PA
1444
Procyon Advisors
Connecticut
$297K -$56.7K -784 -16%
WHCI
1445
W.H. Cornerstone Investments
Massachusetts
$296K -$5.57K -77 -2%
C1AG
1446
Client 1st Advisory Group
Florida
$295K +$76.1K +1,052 +35%
DAM
1447
Doheny Asset Management
California
$295K -$92.7K -1,283 -24%
CFO
1448
Collective Family Office
Pennsylvania
$294K +$66.8K +923 +29%
JDR
1449
Jay D. Rosenbaum
$294K
TSWM
1450
Triangle Securities Wealth Management
North Carolina
$293K -$66.6K -921 -19%