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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 %
WAM
1726
WFA Asset Management
Wisconsin
$33.1K +$145 +2 +0.4%
FPB
1727
First PREMIER Bank
South Dakota
$33K -$19.4K -265 -37%
KFI
1728
Key Financial Inc
Pennsylvania
$32.3K
YAL
1729
Your Advocates Ltd
Texas
$32.1K -$869 -12 -3%
FFA
1730
Frazier Financial Advisors
Ohio
$31.8K
RWPA
1731
Richard W. Paul & Associates
Michigan
$31.5K -$31.5K -435 -50%
TCM
1732
Tributary Capital Management
Nebraska
$31.2K +$31.2K +431 New
MSG
1733
Main Street Group
Virginia
$30.5K -$434 -6 -1%
BCMLT
1734
Beacon Capital Management LLC (Tennessee)
Tennessee
$30.4K -$16.5K -228 -35%
JWA
1735
JFS Wealth Advisors
Pennsylvania
$28.9K -$1.66K -23 -5%
CMA
1736
Cedar Mountain Advisors
Oregon
$28.5K +$72 +1 +0.3%
MAM
1737
Meeder Asset Management
Ohio
$27.6K +$27.6K +382 New
MTIC
1738
Missouri Trust & Investment Company
Missouri
$27.3K +$21.1K +291 +334%
CSC
1739
Caldwell Sutter Capital
California
$25.6K -$8.54K -118 -25%
SHIM
1740
Stone House Investment Management
Pennsylvania
$25.5K +$25.5K +353 New
PWMG
1741
Private Wealth Management Group
New Jersey
$24.1K +$362 +5 +2%
IRC
1742
Investors Research Corp
Georgia
$23.1K
BMC
1743
Bear Mountain Capital
Washington
$22.8K
GWSG
1744
GPS Wealth Strategies Group
Colorado
$21.7K
FSWA
1745
Financial Synergies Wealth Advisors
Texas
$21.1K +$217 +3 +1%
BHWM
1746
Beaird Harris Wealth Management
Texas
$21.1K -$3.11K -43 -13%
BAM
1747
Bellevue Asset Management
Washington
$20.9K +$72 +1 +0.3%
TWD
1748
True Wealth Design
Ohio
$20.9K
TCA
1749
Trifecta Capital Advisors
Illinois
$20.4K
CA
1750
Crewe Advisors
Utah
$20.2K +$20.2K +279 New