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Charles Schwab

1,878 hedge funds and large institutions have $110B invested in Charles Schwab in 2024 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 685 increasing their positions, 787 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,878
Holders Change
+14
Holders Change %
+0.75%
% of All Funds
27.31%
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.13%
New
154
Increased
685
Reduced
787
Closed
112
Calls
$1.53B
Puts
$2.05B
Net Calls
-$515M
Net Calls Change
+$247M
Name Holding Trade Value Shares
Change
Shares
Change %
B
651
Bailard
California
$3.2M -$2.4M -32,512 -43%
PFGIA
652
Patriot Financial Group Insurance Agency
Massachusetts
$3.19M +$748K +10,157 +31%
BFA
653
Buttonwood Financial Advisors
Maryland
$3.17M -$54.8K -743 -2%
PA
654
Parallel Advisors
California
$3.16M -$83K -1,127 -3%
MSK
655
Melissa S. Kampmann
$3.16M +$307K +4,160 +11%
MA
656
Modus Advisors
Minnesota
$3.15M +$53.1K +721 +2%
SWM
657
Sculati Wealth Management
Michigan
$3.14M -$23.2K -315 -0.7%
PHIC
658
Pine Haven Investment Counsel
Massachusetts
$3.14M +$8.4K +114 +0.3%
HCA
659
Horan Capital Advisors
Ohio
$3.14M -$19.2K -260 -0.6%
JC
660
JB Capital
Connecticut
$3.13M +$530K +7,197 +20%
SFI
661
Siemens Fonds Invest
Germany
$3.13M +$36K +488 +1%
USAA
662
United Services Automobile Association
Texas
$3.12M -$137K -1,858 -4%
CBT
663
Central Bank & Trust
Kentucky
$3.09M +$27K +366 +0.9%
CWM
664
Compass Wealth Management
Connecticut
$3.07M -$42.7K -579 -1%
CAL
665
Capital Analysts LLC
Pennsylvania
$3.07M +$217K +2,945 +8%
AWM
666
Apollon Wealth Management
South Carolina
$3.06M -$232K -3,154 -7%
WB
667
Webster Bank
Connecticut
$3.02M -$81.4K -1,105 -3%
GSWM
668
Greenup Street Wealth Management
Michigan
$3.01M -$967K -13,126 -24%
WA
669
Waverly Advisors
Alabama
$3.01M +$1.17M +15,919 +64%
XT
670
XTX Topco
Cayman Islands
$3M +$3M +40,713 New
PP
671
Patten & Patten
Tennessee
$3M +$32.1K +435 +1%
BCMO
672
Buckingham Capital Management (Ohio)
Ohio
$2.99M -$485K -6,577 -14%
OIA
673
OneDigital Investment Advisors
Kansas
$2.99M +$810K +10,990 +37%
RSC
674
Red Spruce Capital
Pennsylvania
$2.98M -$46.2K -627 -2%
SI
675
Stephens Inc
Arkansas
$2.98M -$43.7K -593 -1%