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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 %
LPT
1526
Legacy Private Trust
Wisconsin
$246K -$9.55K -132 -4%
SFG
1527
SNS Financial Group
Minnesota
$245K +$1.01K +14 +0.4%
SWP
1528
Semus Wealth Partners
Florida
$245K +$796 +11 +0.3%
1WM
1529
1858 Wealth Management
Ohio
$245K
LFA
1530
Legacy Financial Advisors
Kentucky
$244K -$48.3K -667 -17%
CCFM
1531
Clear Creek Financial Management
Washington
$243K +$243K +3,363 New
AO
1532
Advisor OS
Illinois
$243K -$7.74K -107 -3%
CCG
1533
Cypress Capital Group
Florida
$243K -$52.4K -725 -18%
CFA
1534
CWS Financial Advisors
Michigan
$242K -$3.62K -50 -1%
LS
1535
Livforsakringsbolaget Skandia
Sweden
$241K
CCM
1536
Chilton Capital Management
Texas
$241K -$129K -1,786 -35%
PIA
1537
Perennial Investment Advisors
California
$240K
FIM
1538
FWL Investment Management
Texas
$239K +$144K +1,996 +152%
WCF
1539
West Coast Financial
California
$238K +$9.77K +135 +4%
TCOT
1540
Trust Company of Toledo
Ohio
$237K +$237K +3,277 New
VCP
1541
Verus Capital Partners
Arizona
$236K +$289 +4 +0.1%
CAAS
1542
Capital Asset Advisory Services
Michigan
$235K -$31.8K -443 -12%
CCA
1543
Cottonwood Capital Advisors
Utah
$234K
ALAM
1544
Asahi Life Asset Management
Japan
$234K +$234K +3,230 New
MA
1545
MONECO Advisors
Connecticut
$233K -$6.29K -87 -3%
BAM
1546
BOS Asset Management
Illinois
$233K
CWC
1547
Carolinas Wealth Consulting
North Carolina
$232K +$11.4K +158 +5%
CM
1548
Capula Management
Cayman Islands
$231K +$201K +2,781 +682%
BIP
1549
Blueprint Investment Partners
North Carolina
$231K +$231K +3,188 New
KWM
1550
Kolinsky Wealth Management
New Jersey
$229K -$48K -663 -17%