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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 %
WPP
1551
Whalerock Point Partners
Rhode Island
$229K -$16.7K -231 -7%
GFS
1552
GYL Financial Synergies
Connecticut
$229K +$12.8K +177 +6%
BWA
1553
Blodgett Wealth Advisors
California
$229K +$229K +3,163 New
TFA
1554
Trinity Financial Advisors
Ohio
$229K -$336K -4,652 -60%
FCG
1555
Fielder Capital Group
Tennessee
$229K +$2.46K +34 +1%
CIA
1556
Concurrent Investment Advisors
Florida
$227K -$186K -2,575 -45%
AWM
1557
Accurate Wealth Management
Florida
$227K -$92.1K -1,255 -29%
HWA
1558
HHM Wealth Advisors
Tennessee
$227K +$14.5K +200 +7%
TTWM
1559
TCV Trust & Wealth Management
Virginia
$225K
BBNA
1560
Bremer Bank National Association
Minnesota
$225K +$225K +3,106 New
LWM
1561
LJI Wealth Management
Indiana
$224K
TPWA
1562
TRUE Private Wealth Advisors
Oregon
$223K +$3.98K +55 +2%
TW
1563
Towerpoint Wealth
California
$223K -$723 -10 -0.3%
FFA
1564
Fi3 Financial Advisors
Indiana
$223K +$223K +2,931 New
RDWM
1565
Red Door Wealth Management
Tennessee
$222K -$48.9K -676 -18%
HB
1566
HTLF Bank
Colorado
$222K +$222K +3,071 New
HIC
1567
Holderness Investments Company
North Carolina
$221K +$3.62K +50 +2%
USWIA
1568
UP Strategic Wealth Investment Advisors
Pennsylvania
$221K -$4.77K -66 -2%
TCM
1569
Triumph Capital Management
Colorado
$221K -$32.6K -451 -13%
FPAS
1570
Focus Partners Advisor Solutions
Missouri
$220K +$220K +3,046 New
TF
1571
Trek Financial
Arizona
$220K -$5.79K -80 -3%
FTIS
1572
First Trust Investment Solutions
Florida
$220K +$220K +3,038 New
GC
1573
Garde Capital
Washington
$219K +$99K +1,373 +82%
GS
1574
GTS Securities
New York
$219K -$1.96M -27,094 -90%
WA1
1575
Wimmer Associates 1
California
$218K -$25.8K -357 -11%