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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 %
JWM
1626
Janiczek Wealth Management
Colorado
$162K +$723 +10 +0.4%
BIA
1627
Bell Investment Advisors
California
$162K +$1.23K +17 +0.8%
CSB
1628
City State Bank
Iowa
$160K
A
1629
AlphaQuest
New York
$153K +$153K +2,110 New
HCM
1630
Hollencrest Capital Management
California
$149K -$175K -2,419 -54%
DWS
1631
Dynamic Wealth Strategies
California
$146K -$3.91K -54 -3%
PK
1632
Pflug Koory
Nebraska
$141K +$1.95K +27 +1%
JSAM
1633
J. Safra Asset Management
New York
$139K -$3.33K -46 -2%
HWA
1634
Heritage Wealth Advisors
Virginia
$139K -$8.68K -120 -6%
Acadian Asset Management
1635
Acadian Asset Management
Massachusetts
$139K -$1.63M -22,595 -92%
AIM
1636
Acropolis Investment Management
Missouri
$139K
ECM
1637
Estabrook Capital Management
New York
$137K
HNB
1638
Hilltop National Bank
Wyoming
$134K +$134K +1,855 New
DCM
1639
Disciplina Capital Management
Tennessee
$133K
DMBA
1640
Deseret Mutual Benefit Administrators
Utah
$132K +$58.3K +806 +79%
FMII
1641
Farmers & Merchants Investments Inc
Nebraska
$131K
HFM
1642
Hartford Financial Management
Connecticut
$130K
FRA
1643
Frank Rimerman Advisors
California
$127K -$5.43K -75 -4%
MTIM
1644
Marathon Trading Investment Management
Pennsylvania
$125K -$1.58M -21,819 -93%
VC
1645
Vestor Capital
Illinois
$120K -$16.3K -224 -12%
DAM
1646
Delta Asset Management
Tennessee
$119K
BC
1647
Barrett & Company
Rhode Island
$115K
AWM
1648
AllSquare Wealth Management
New York
$113K
MME
1649
Meag Munich Ergo
Germany
$112K
CT
1650
Clearstead Trust
Maine
$111K -$288K -3,984 -72%