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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 %
SSA
1576
Sierra Summit Advisors
Nevada
$217K -$21.7K -300 -9%
SDJVC
1577
St. Denis J. Villere & Co
Louisiana
$217K
CFD
1578
Creative Financial Designs
Indiana
$217K +$51K +705 +31%
BAM
1579
Brave Asset Management
New Jersey
$216K
WCM
1580
Wedge Capital Management
North Carolina
$216K +$2.32K +32 +1%
CWS
1581
Confluence Wealth Services
Pennsylvania
$214K -$22.8K -315 -10%
EB
1582
Eastern Bank
Massachusetts
$213K
NRC
1583
New Republic Capital
North Carolina
$213K -$91.9K -1,270 -30%
HWP
1584
Highline Wealth Partners
California
$213K
SWM
1585
Seed Wealth Management
Illinois
$213K
PB
1586
Pinnacle Bancorp
Nebraska
$213K
FA
1587
Fermata Advisors
California
$213K -$87.5K -1,210 -29%
SCM
1588
Steele Capital Management
Iowa
$213K
LTAS
1589
Linden Thomas Advisory Services
North Carolina
$212K +$212K +2,937 New
PL
1590
Plancorp LLC
Missouri
$212K +$212K +2,924 New
TBWA
1591
Three Bridge Wealth Advisors
California
$211K -$17.2K -238 -8%
AL
1592
ACAS LLC
California
$210K +$210K +2,900 New
BA
1593
Bluesphere Advisors
Pennsylvania
$210K +$210K +2,900 New
AWM
1594
Angeles Wealth Management
California
$209K +$209K +2,894 New
CWP
1595
Concord Wealth Partners
Virginia
$209K -$42.9K -593 -17%
CAM
1596
Crestone Asset Management
Colorado
$207K +$207K +2,868 New
SA
1597
SRH Advisors
Kansas
$207K
KSWA
1598
Kathleen S. Wright Associates
Pennsylvania
$206K -$94.9K -1,312 -32%
CPL
1599
CAP Partners LLC
Tennessee
$206K +$206K +2,848 New
CA
1600
Commerzbank Aktiengesellschaft
Germany
$206K +$206K +2,840 New