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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 %
OC
1476
Oarsman Capital
Wisconsin
$276K +$8.03K +111 +3%
PF
1477
Prosperitas Financial
California
$276K -$38.2K -528 -12%
CWM
1478
Centric Wealth Management
Illinois
$276K +$1.04K +14 +0.4%
FHA
1479
First Horizon Advisors
Tennessee
$275K +$40.7K +563 +17%
SPA
1480
Sherbrooke Park Advisers
New York
$275K +$275K +3,795 New
NFP
1481
Narus Financial Partners
Utah
$273K -$3.33K -46 -1%
MFGM
1482
Marshall Financial Group (Maryland)
Maryland
$273K +$36.2K +500 +15%
NEI
1483
Northwest & Ethical Investments
Ontario, Canada
$271K +$271K +3,750 New
OCG
1484
Opus Capital Group
Ohio
$271K +$1.01K +14 +0.4%
RPCONE
1485
Retirement Planning Company of New England
Rhode Island
$270K -$465K -6,433 -63%
HTIM
1486
Harbour Trust & Investment Management
Indiana
$270K -$72.3K -1,000 -21%
BMMM
1487
Boston Mountain Money Management
Arkansas
$268K +$268K +3,708 New
CCWM
1488
Cassaday & Co Wealth Management
Virginia
$268K +$1.01K +14 +0.4%
BWM
1489
BlackDiamond Wealth Management
New York
$267K -$36.8K -509 -12%
QFA
1490
Quantum Financial Advisors
California
$267K -$868 -12 -0.3%
FCMT
1491
Founders Capital Management (Texas)
Texas
$266K
AIP
1492
Almanack Investment Partners
Pennsylvania
$265K +$14.8K +204 +6%
SWM
1493
Stockman Wealth Management
Montana
$265K +$1.09K +15 +0.4%
CK
1494
Cohen Klingenstein
New York
$265K
FA
1495
Fiducient Advisors
Illinois
$264K +$264K +3,654 New
CP
1496
Castleview Partners
Texas
$263K +$44.4K +614 +20%
LC
1497
Landaas & Company
Wisconsin
$262K +$1.52K +21 +0.6%
WF
1498
Wayfinding Financial
Washington
$262K +$262K +3,440 New
TWM
1499
Thrive Wealth Management
Pennsylvania
$262K +$22.9K +317 +10%
ACIM
1500
Azimuth Capital Investment Management
Michigan
$262K -$6.95K -96 -3%