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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 %
AWM
1601
Aprio Wealth Management
Georgia
$206K +$206K +2,846 New
ACA
1602
Aspire Capital Advisors
Washington
$206K +$206K +2,844 New
NPP
1603
New Potomac Partners
Maryland
$206K +$206K +2,844 New
SMWM
1604
Silvia McColl Wealth Management
California
$205K +$205K +2,886 New
SAI
1605
Savvy Advisors Inc
New York
$205K +$205K +2,832 New
FFO
1606
Fiduciary Family Office
Florida
$204K +$204K +2,825 New
PFS
1607
Prospect Financial Services
New York
$204K +$204K +2,820 New
GAA
1608
Global Assets Advisory
Florida
$203K +$203K +14,657 New
BWP
1609
Bernardo Wealth Planning
Pennsylvania
$203K +$203K +2,801 New
GWA
1610
Gratus Wealth Advisors
Virginia
$201K +$201K +2,761 New
VT
1611
Vise Technologies
New York
$201K -$10.3K -142 -5%
QC
1612
Quent Capital
New York
$200K -$4.12K -57 -2%
BGAI
1613
Bruce G. Allen Investments
Colorado
$194K +$14.5K +200 +8%
MFG
1614
Mendota Financial Group
Wisconsin
$193K -$45.9K -635 -19%
LFG
1615
Larson Financial Group
Missouri
$188K +$44.8K +619 +31%
RS
1616
Rakuten Securities
Japan
$187K +$8.54K +118 +5%
RTC
1617
Riverview Trust Company
Washington
$185K +$185K +2,555 New
HIA
1618
Harbor Investment Advisory
Maryland
$184K +$28.1K +1,331 +18%
MAM
1619
Magellan Asset Management
Australia
$182K -$23.9K -330 -12%
PAM
1620
Paradigm Asset Management
New York
$177K -$61.5K -850 -26%
RP
1621
Rowlandmiller & Partners
Georgia
$173K -$7.23K -100 -4%
ADL
1622
Asset Dedication LLC
California
$172K +$85.6K +1,183 +99%
JEST
1623
JTC Employer Solutions Trustee
Jersey
$170K
EMFAT
1624
Emerald Mutual Fund Advisers Trust
Pennsylvania
$169K -$54.1K -748 -24%
GBT
1625
Grove Bank & Trust
Florida
$167K -$17.4K -240 -9%