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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 %
AEPWM
1751
Atlantic Edge Private Wealth Management
Florida
$20K
KFS
1752
Kelly Financial Services
Massachusetts
$20K +$13.5K +187 +210%
SWM
1753
Sugarloaf Wealth Management
Georgia
$19.9K -$11.9K -165 -38%
DWA
1754
Delos Wealth Advisors
Texas
$19.8K +$1.01K +14 +5%
AWM
1755
Abound Wealth Management
Tennessee
$19.7K -$145 -2 -0.7%
BBPWM
1756
Blue Bell Private Wealth Management
Pennsylvania
$19.5K +$217 +3 +1%
PFA
1757
Pathway Financial Advisers
Indiana
$19.2K -$5.8K -80 -23%
CSWM
1758
Cassady Schiller Wealth Management
Ohio
$18.7K
VWA
1759
Valued Wealth Advisors
Utah
$18.7K +$6.65K +92 +55%
S
1760
Sachetta
Massachusetts
$18.1K
RAM
1761
Riggs Asset Management
Pennsylvania
$18K -$2.91M -40,276 -99%
WTA
1762
Washington Trust Advisors
Massachusetts
$17.2K +$10.1K +139 +140%
PWA
1763
Provenance Wealth Advisors
Florida
$17.1K
HGERS
1764
Householder Group Estate & Retirement Specialist
Arizona
$17K +$72 +1 +0.4%
IFAM
1765
Institutional & Family Asset Management
Colorado
$16.3K
WIM
1766
Westside Investment Management
California
$16.3K
HWM
1767
HighMark Wealth Management
Minnesota
$16.1K -$1.23K -17 -7%
AAG
1768
Armstrong Advisory Group
Massachusetts
$16K
RFG
1769
RFP Financial Group
Georgia
$15.9K +$4.05K +56 +34%
EPW
1770
Evergreen Private Wealth
Colorado
$15.7K
BFPW
1771
BOK Financial Private Wealth
Colorado
$15.5K -$1.81K -25 -10%
FDCP
1772
Foster Dykema Cabot & Partners
Massachusetts
$15.3K +$15.3K +212 New
AT
1773
Arlington Trust
Alabama
$15.3K -$7.02K -97 -31%
CWM
1774
CarsonAllaria Wealth Management
Illinois
$15.3K +$15.3K +211 New
FRA
1775
Front Row Advisors
California
$15.2K +$15.2K +210 New