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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 %
BEI
1776
Benjamin Edwards Inc
Missouri
$15K
PWMG
1777
Prestige Wealth Management Group
New Jersey
$14.8K -$322K -4,449 -96%
BL
1778
BFSG LLC
California
$14.5K
LF
1779
LifeSteps Financial
California
$14.5K +$14.5K +200 New
HF
1780
Halpern Financial
Virginia
$14.4K
FFO
1781
Fortitude Family Office
Arizona
$14.3K
SVCP
1782
Silicon Valley Capital Partners
California
$14.1K
CPG
1783
Cornerstone Planning Group
New Jersey
$13.9K -$10.5K -138 -43%
GG
1784
Gleason Group
Kentucky
$13.8K
FCT
1785
First Community Trust
Iowa
$13.6K
LI
1786
LRI Investments
Florida
$13.5K +$13.5K +186 New
FG
1787
Fairman Group
Pennsylvania
$13.3K
TIM
1788
Tortoise Investment Management
New York
$13.2K +$3.91K +54 +42%
CIR
1789
Clear Investment Research
Georgia
$13K
PGAM
1790
Princeton Global Asset Management
New Jersey
$12.7K -$10.8K -149 -46%
EFP
1791
EnRich Financial Partners
Wisconsin
$12.7K +$12.7K +175 New
TCM
1792
Tradewinds Capital Management
Washington
$12.6K +$72 +1 +0.6%
ATC
1793
Adirondack Trust Company
New York
$12.5K +$579 +8 +5%
GTAM
1794
Global Trust Asset Management
Florida
$12.4K +$7.23K +100 +141%
CIAS
1795
CBIZ Investment Advisory Services
Ohio
$12.3K +$12.3K +171 New
PP
1796
PrairieView Partners
Minnesota
$12K
NFSG
1797
Newbridge Financial Services Group
Florida
$11.9K -$16.5K -228 -58%
WIA
1798
Wetzel Investment Advisors
Indiana
$11.9K -$20.9K -287 -64%
WCM
1799
Westend Capital Management
California
$11.8K +$11.8K +163 New
WAS
1800
Winch Advisory Services
Wisconsin
$11.7K +$72 +1 +0.6%