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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 %
OIA
1651
Optimum Investment Advisors
Illinois
$110K +$72 +1 +0.1%
FAM
1652
Formidable Asset Management
Ohio
$110K +$110K +1,526 New
CG
1653
Cutler Group
California
$109K -$213K -2,950 -66%
SOW
1654
State of Wyoming
Wyoming
$105K -$12.6K -174 -11%
MCM
1655
MV Capital Management
Maryland
$105K -$362 -5 -0.3%
WWP
1656
WR Wealth Planners
Missouri
$105K +$105K +1,445 New
HB
1657
Horizon Bancorp
Indiana
$104K +$3.11K +43 +3%
TCOV
1658
Trust Company of Vermont
Vermont
$104K +$51.9K +717 +100%
CAC
1659
Core Alternative Capital
Georgia
$101K -$44.9K -620 -31%
Optiver Holding
1660
Optiver Holding
Netherlands
$101K +$101K +1,390 New
MCM
1661
Manchester Capital Management
Vermont
$100K +$14K +193 +16%
NCM
1662
Northwest Capital Management
Oregon
$99.5K +$362 +5 +0.4%
TC
1663
Truvestments Capital
Florida
$98.3K -$9.98K -138 -9%
OC
1664
Oakworth Capital
Alabama
$97.2K
AWM
1665
Atticus Wealth Management
Florida
$97K
TFIPS
1666
Towarzystwo Funduszy Inwestycyjnych PZU SA
$96.2K +$32.6K +450 +51%
RG
1667
Retirement Group
California
$94.6K -$1.45K -20 -2%
RAM
1668
Ramirez Asset Management
New York
$94K
WAS
1669
Wesleyan Assurance Society
United Kingdom
$90K
DIP
1670
DT Investment Partners
Pennsylvania
$87.7K
MAWCM
1671
Mine & Arao Wealth Creation & Management
California
$85.6K
WT
1672
Washington Trust
Rhode Island
$83.1K +$44.5K +615 +115%
TFA
1673
Toth Financial Advisory
Virginia
$79.6K +$7.81K +108 +11%
MMG
1674
Monetary Management Group
Missouri
$79.6K
SAG
1675
Spotlight Asset Group
Illinois
$78.2K -$41.1K -568 -34%