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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 %
CFS
1501
CRA Financial Services
New Jersey
$261K
GD
1502
Grandfield & Dodd
New York
$260K
FCH
1503
Freestone Capital Holdings
Washington
$260K -$5.64K -78 -2%
CCA
1504
Childress Capital Advisors
Texas
$260K -$135K -1,865 -34%
SFA
1505
Source Financial Advisors
New York
$259K +$1.52K +21 +0.6%
SWA
1506
SOA Wealth Advisors
New York
$259K +$26.5K +366 +11%
IFPG
1507
Intrepid Financial Planning Group
Indiana
$258K
MTC
1508
McDaniel Terry & Co
Texas
$257K +$257K +3,558 New
SL
1509
Sentinus LLC
Illinois
$257K +$257K +3,551 New
VCG
1510
Vantage Consulting Group
Virginia
$256K -$8.54K -118 -3%
VCA
1511
Verdence Capital Advisors
Maryland
$256K -$9.91K -137 -4%
BL
1512
Balentine LLC
Georgia
$254K +$254K +3,515 New
PP
1513
Paloma Partners
Connecticut
$254K +$254K +3,514 New
FAFN
1514
First Affirmative Financial Network
Colorado
$253K -$9.98K -138 -4%
Edgewood Management
1515
Edgewood Management
Connecticut
$253K -$57.9K -800 -19%
WCM
1516
Wisconsin Capital Management
Wisconsin
$253K
TA
1517
TFG Advisers
Michigan
$253K +$23.4K +324 +10%
SCP
1518
Sivia Capital Partners
California
$252K +$1.09K +15 +0.4%
FC
1519
Forte Capital
New York
$252K +$72 +1 +0%
LCM
1520
LCM Capital Management
Illinois
$251K
CMAI
1521
Capital Management Associates Inc
Minnesota
$249K +$2.39K +33 +1%
JHCP
1522
Jackson Hole Capital Partners
Oklahoma
$249K -$334K -4,612 -57%
FMP
1523
Financial Management Professionals
Texas
$249K +$42.3K +585 +20%
KWS
1524
Keystone Wealth Services
California
$248K +$579 +8 +0.2%
ODG
1525
O'Dell Group
Ohio
$247K