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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 %
FMB
1701
Field & Main Bank
Kentucky
$50.6K -$14.5K -200 -22%
BWL
1702
Bogart Wealth LLC
Virginia
$48.9K
PWM
1703
Partnership Wealth Management
Maryland
$47K
AF
1704
Arrow Financial
New York
$45.2K -$4.12K -57 -8%
GJIA
1705
Glass Jacobson Investment Advisors
Maryland
$44.5K +$1.16K +16 +3%
CAM
1706
Costello Asset Management
Pennsylvania
$44.1K
SRCM
1707
Signature Resources Capital Management
California
$43.7K
GC
1708
Gould Capital
Washington
$43.4K -$14.5K -200 -25%
PA
1709
PSI Advisors
Florida
$42.2K
CFO
1710
CVA Family Office
Colorado
$41.8K -$2.39K -33 -5%
GWP
1711
Gen-Wealth Partners
Michigan
$41.3K +$41.3K +571 New
CWA
1712
Carolina Wealth Advisors
South Carolina
$40.9K
DCM
1713
Davis Capital Management
Florida
$40.4K
SIC
1714
SJS Investment Consulting
Ohio
$40.2K
TWC
1715
TD Waterhouse Canada
Ontario, Canada
$40.1K
QL
1716
Quarry LP
New York
$39.6K +$29.1K +402 +275%
HI
1717
Hoey Investments
Pennsylvania
$39K
Loomis, Sayles & Company
1718
Loomis, Sayles & Company
Massachusetts
$38K +$7.39K +103 +24%
FIM
1719
Fernwood Investment Management
Massachusetts
$37.8K +$37.8K +523 New
TSWM
1720
Tyler-Stone Wealth Management
Ohio
$37K -$41.1K -568 -53%
WAG
1721
Wiser Advisor Group
Arizona
$36.6K +$145 +2 +0.4%
NSIM
1722
North Star Investment Management
Illinois
$36.2K -$3.76K -52 -9%
LJHT
1723
Laurie J. Hall Trustee
$36K
AAP
1724
Arax Advisory Partners
Colorado
$35.2K -$2.03K -28 -5%
NI
1725
NCP Inc
California
$34.6K +$34.6K +479 New