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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 %
TFM
1676
TFC Financial Management
Massachusetts
$78.1K -$23K -318 -23%
NCTC
1677
New Covenant Trust Company
Indiana
$77.9K +$77.9K +1,077 New
ITIM
1678
Indiana Trust & Investment Management
Indiana
$77.2K +$48.3K +667 +167%
PP
1679
Pacifica Partners
Canada
$75.9K
FFWM
1680
Future Financial Wealth Management
Ohio
$72.3K +$72.3K +1,000 New
MAM
1681
MMA Asset Management
Pennsylvania
$72.3K +$72.3K +1,000 New
ZB
1682
Zions Bancorporation
Utah
$71.1K -$3.33K -46 -4%
WPA
1683
West Paces Advisors
Georgia
$69.6K -$3.55K -49 -5%
VWWMG
1684
Vermillion & White Wealth Management Group
Pennsylvania
$67K
WR
1685
WD Rutherford
Oregon
$66.9K +$66.9K +925 New
HFM
1686
Harvest Fund Management
China
$66K -$155K -2,156 -70%
AF
1687
Advisornet Financial
Minnesota
$65.3K +$2.75K +38 +4%
C
1688
Covestor
United Kingdom
$62K -$16K -221 -21%
IWP
1689
IAG Wealth Partners
Wisconsin
$61K +$34.2K +473 +128%
Jones Financial Companies
1690
Jones Financial Companies
Missouri
$60.1K +$35.1K +486 +141%
BAM
1691
Byrne Asset Management
New Jersey
$59.8K
RA
1692
Rise Advisors
New York
$59.7K +$58.2K +805 +4,025%
CCA
1693
Criterion Capital Advisors
Tennessee
$57.8K -$2.46K -34 -4%
HFS
1694
Hantz Financial Services
Michigan
$57K -$18.5K -255 -24%
SL
1695
Salomon & Ludwin
Virginia
$56.3K +$18.6K +257 +49%
KHC
1696
Koesten Hirschmann & Crabtree
Kansas
$55.3K
CAL
1697
Capital Advisors Ltd
Ohio
$55K +$5.97K +83 +12%
ETC
1698
Exchange Traded Concepts
Oklahoma
$54.1K +$46.9K +648 +648%
RCM
1699
Raleigh Capital Management
North Carolina
$52.8K +$37.3K +515 +240%
CJ
1700
Caitlin John
Michigan
$52.2K -$5.72K -79 -10%