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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 %
MWA
1826
Miller Wealth Advisors
Colorado
$7.23K
NC
1827
NewSquare Capital
Pennsylvania
$7.16K
ANBT
1828
American National Bank & Trust
Texas
$6.51K
CTWM
1829
Cherry Tree Wealth Management
Minnesota
$6.31K
AWM
1830
Activest Wealth Management
Florida
$5.1K
CAM
1831
Creekmur Asset Management
Illinois
$4.7K
FUBT
1832
First United Bank & Trust
Maryland
$4.7K
PS
1833
PayPay Securities
Japan
$4.63K -$434 -6 -9%
DPW
1834
DiNuzzo Private Wealth
Pennsylvania
$4.63K
GEA
1835
Glen Eagle Advisors
New Jersey
$4.49K
JGIA
1836
Jackson Grant Investment Advisers
Connecticut
$4.49K
EBA
1837
Eagle Bay Advisors
New York
$4.34K
AP
1838
Aspect Partners
Virginia
$4.27K +$3.18K +44 +293%
PAG
1839
Paladin Advisory Group
Iowa
$3.76K
T
1840
Tidemark
California
$3.69K
CPA
1841
Clear Point Advisors
New York
$3.68K
BHWM
1842
Bay Harbor Wealth Management
Maryland
$3.68K
MIA
1843
MeadowBrook Investment Advisors
Michigan
$3.62K
PPC
1844
Park Place Capital
Alabama
$3.62K +$3.62K +50 New
CPG
1845
Custom Portfolio Group
Colorado
$3.4K
AFWM
1846
Abich Financial Wealth Management
Virginia
$3.33K -$5.43K -75 -62%
HFS
1847
HBC Financial Services
Washington
$3K
ECM
1848
Everence Capital Management
Indiana
$2.71K +$400 +5,530 +17%
WF
1849
WoodTrust Financial
Wisconsin
$2.3K +$74 +1,017 +3%
DF
1850
DecisionPoint Financial
Arizona
$2.1K