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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 %
NO
1926
Ninety One
South Africa
-$655K -9,527 Closed
LCWP
1927
Legacy Capital Wealth Partners
Arkansas
-$511K -7,425 Closed
CCM
1928
Carlson Capital Management
Minnesota
-$500K -7,273 Closed
ARC
1929
Advisor Resource Council
Texas
-$495K -7,189 Closed
DACS
1930
Dymon Asia Capital (Singapore)
Singapore
-$494K -7,184 Closed
PWS
1931
Peterson Wealth Services
Utah
-$477K -6,880 Closed
EWM
1932
Executive Wealth Management
Michigan
-$472K -6,856 Closed
WCM
1933
Washburn Capital Management
Florida
-$434K -6,314 Closed
MHC
1934
Meyer Handelman Company
New York
-$409K -5,950 Closed
ACM
1935
Avalon Capital Management
California
-$406K -5,895 Closed
MWM
1936
MinichMacGregor Wealth Management
New York
-$400K -5,818 Closed
BHCM
1937
Brevan Howard Capital Management
Jersey
-$396K -5,756 Closed
CIS
1938
Custom Index Systems
New York
-$363K -5,278 Closed
SI
1939
Seeds Investor
New York
-$347K -5,038 Closed
NWM
1940
Napa Wealth Management
California
-$345K -5,020 Closed
AWA
1941
Arete Wealth Advisors
Illinois
-$336K -4,891 Closed
AFA
1942
Arlington Financial Advisors
California
-$331K -4,810 Closed
CWP
1943
Curated Wealth Partners
California
-$319K -4,643 Closed
ZIM
1944
Zacks Investment Management
Illinois
-$317K -4,614 Closed
BOSSRA
1945
B.O.S.S. Retirement Advisors
Utah
-$315K -4,582 Closed
RCM
1946
RNC Capital Management
California
-$311K -4,518 Closed
EFSCE
1947
Enterprise Financial Services Corp (EFSC)
Missouri
-$301K -4,368 Closed
IDBONY
1948
Israel Discount Bank of New York
New York
-$294K -4,267 Closed
VV
1949
Verity & Verity
South Carolina
-$286K -4,160 Closed
TIM
1950
Triad Investment Management
California
-$282K -4,100 Closed