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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 %
TWM
1976
Tradition Wealth Management
Minnesota
-$139K -2,026 Closed
A
1977
AJOVista
Massachusetts
-$136K -1,980 Closed
FFA
1978
Founders Financial Alliance
North Carolina
-$128K -1,860 Closed
MFA
1979
McClarren Financial Advisors
Pennsylvania
-$115K -1,669 Closed
TCWA
1980
Turtle Creek Wealth Advisors
Texas
-$92.1K -1,338 Closed
NFA
1981
Northwest Financial Advisors
Virginia
-$89.3K -1,298 Closed
TFG
1982
Team Financial Group
California
-$69.7K -1,013 Closed
RFA
1983
Resurgent Financial Advisors
Georgia
-$61.8K -898 Closed
SAI
1984
Systematic Alpha Investments
New Jersey
-$53.7K -781 Closed
WAM
1985
Wolverine Asset Management
Illinois
-$46.5K -676 Closed
BWM
1986
BKM Wealth Management
Wisconsin
-$45.3K -659 Closed
ACA
1987
American Capital Advisory
Idaho
-$27.2K -395 Closed
EIM
1988
Essex Investment Management
Massachusetts
-$23.5K -341 Closed
AFIA
1989
America First Investment Advisors
Nebraska
-$22.4K -325 Closed
CFS
1990
CGC Financial Services
Oregon
-$22.4K -325 Closed
SA
1991
Scarborough Advisors
Maryland
-$21.5K -313 Closed
FMTCOCP
1992
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$19K -273 Closed
FCG
1993
Financial Connections Group
California
-$18K -271 Closed
W
1994
WealthCollab
Washington
-$17.3K -252 Closed
ITFISA
1995
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
-$16.9K -245 Closed
EP
1996
Elkhorn Partners
Nebraska
-$14K -200 Closed
LIWM
1997
Long Island Wealth Management
New York
-$13K -188 Closed
CCC
1998
Chelsea Counsel Company
California
-$12.7K -185 Closed
AIC
1999
Archer Investment Corporation
Indiana
-$12.5K -182 Closed
AP
2000
Arlington Partners
Alabama
-$9.56K -139 Closed