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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 %
MWM
1801
Mascoma Wealth Management
New Hampshire
$10.9K
GCM
1802
Gables Capital Management
Florida
$10.8K
RTL
1803
Red Tortoise LLC
Georgia
$10.7K
SC
1804
Steph & Co
Wisconsin
$10.6K +$10.6K +147 New
CCMI
1805
Creative Capital Management Investments
California
$10.5K
SN
1806
Sittner & Nelson
Oregon
$10.3K -$32.6K -450 -76%
NECFA
1807
New England Capital Financial Advisors
Connecticut
$10.2K
HC
1808
Hoese & Co
Minnesota
$10.1K
PCM
1809
Penserra Capital Management
California
$10K -$460K -6,766 -98%
VCM
1810
Versant Capital Management
Arizona
$9.98K -$72.3K -999 -88%
CHA
1811
Carmichael Hill & Associates
Maryland
$9.86K +$3.34K +46 +51%
HCM
1812
Highlander Capital Management
New Jersey
$9.84K
ME
1813
McIlrath & Eck
Washington
$9.46K
IGWM
1814
ICA Group Wealth Management
Colorado
$9.4K -$3.98K -55 -30%
DF
1815
Dunhill Financial
United Kingdom
$9.3K +$1.44K +20 +18%
FPF
1816
First Pacific Financial
Washington
$9.04K
SIS
1817
Sound Income Strategies
Florida
$8.9K
CFFP
1818
Center for Financial Planning
Michigan
$8.54K
OPTFSNA
1819
Old Point Trust & Financial Services N A
Virginia
$8.39K
HFS
1820
Horizon Financial Services
North Carolina
$8.17K +$8.17K +113 New
TCM
1821
TruNorth Capital Management
Michigan
$8.17K +$8.17K +113 New
AW
1822
Avion Wealth
Texas
$8K +$1.7K +21 +27%
RF
1823
Robbins Farley
New Hampshire
$7.81K
TC
1824
Trust Company
Kansas
$7.81K +$7.81K +108 New
LWCFA
1825
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.43K +$7.43K +100 New