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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 %
SWM
1451
SFG Wealth Management
Maryland
$293K
FI
1452
FWG Investments
Kentucky
$293K +$17.7K +244 +6%
FBFS
1453
First Business Financial Services
Wisconsin
$292K
WA
1454
Waddell & Associates
Tennessee
$291K +$9.41K +130 +3%
AFA
1455
AA Financial Advisors
Ohio
$291K +$291K +4,027 New
LTI
1456
Laffer Tengler Investments
Tennessee
$291K
OL
1457
Optas LLC
Texas
$290K +$8.68K +120 +3%
SMH
1458
Sanders Morris Harris
Texas
$289K
AA
1459
Alta Advisers
United Kingdom
$289K
PSCM
1460
Per Stirling Capital Management
Texas
$288K +$288K +3,982 New
FAIM
1461
Financial Advocates Investment Management
Washington
$286K -$24.6K -340 -8%
BAM
1462
Boyar Asset Management
New York
$286K -$116K -1,598 -29%
VST
1463
Van Strum & Towne
California
$286K
PCS
1464
Private Client Services
Kentucky
$284K -$11.1K -153 -4%
LWM
1465
LongView Wealth Management
Georgia
$284K +$579 +8 +0.2%
CC
1466
Callan Capital
California
$282K +$3.47K +48 +1%
WW
1467
Westshore Wealth
California
$281K -$2.17K -30 -0.8%
KFC
1468
Klingenstein Fields & Co
New York
$281K -$1.23K -17 -0.4%
P
1469
&Partners
Tennessee
$281K +$281K +3,883 New
RBC
1470
Romano Brothers & Co
Illinois
$280K
SIM
1471
Studio Investment Management
Illinois
$278K +$26.2K +362 +10%
KA
1472
Klingman & Associates
New York
$277K +$506 +7 +0.2%
OL
1473
OneFund LLC
Florida
$277K -$7.67K -106 -3%
YL
1474
YCG LLC
Texas
$277K
AIFAIM
1475
American Institute for Advanced Investment Management
Arizona
$277K