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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 %
CF
826
Centaurus Financial
California
$1.78M +$497K +6,739 +39%
HNB
827
Huntington National Bank
Ohio
$1.77M -$190K -2,584 -10%
FDS
828
First Dallas Securities
Texas
$1.77M +$57.9K +786 +3%
CCA
829
Covey Capital Advisors
Georgia
$1.77M +$206K +2,782 +13%
SEC
830
Seven Eight Capital
New York
$1.76M +$1.76M +23,829 New
DIS
831
Diversified Investment Strategies
Louisiana
$1.75M -$16.6K -225 -0.9%
CTA
832
Chesley Taft & Associates
Illinois
$1.74M +$22.1K +300 +1%
AWM
833
Avitas Wealth Management
California
$1.73M -$7.81K -106 -0.4%
FWM
834
Finer Wealth Management
Massachusetts
$1.73M +$105K +1,428 +6%
CFA
835
Camarda Financial Advisors
Florida
$1.73M +$1.73M +23,430 New
ESB
836
Essex Savings Bank
Connecticut
$1.72M -$40.2K -545 -2%
AWP
837
Ascent Wealth Partners
New York
$1.72M +$12.1K +164 +0.7%
VIM
838
VELA Investment Management
Ohio
$1.72M -$1.04M -14,146 -38%
MC
839
Moors & Cabot
Massachusetts
$1.69M -$31.2K -423 -2%
BSW
840
Buckingham Strategic Wealth
Missouri
$1.69M -$45.6K -619 -3%
TIAA Trust, National Association
841
TIAA Trust, National Association
North Carolina
$1.69M +$70K +950 +4%
AF
842
Allworth Financial
California
$1.69M -$561K -9,035 -25%
DBIA
843
Dumont & Blake Investment Advisors
New Jersey
$1.68M +$844K +11,448 +101%
PWW
844
Pettyjohn Wood & White
Virginia
$1.66M +$31K +420 +2%
WEG
845
World Equity Group
Illinois
$1.66M -$1.66M -22,562 -50%
RC
846
RBF Capital
California
$1.66M
CC
847
Copperleaf Capital
North Carolina
$1.66M +$57.9K +786 +4%
LSA
848
L & S Advisors
California
$1.66M +$1.66M +22,472 New
RWA
849
Roberts Wealth Advisors
California
$1.65M +$46.5K +624 +3%
DWM
850
Diversify Wealth Management
Utah
$1.65M +$1.65M +26,451 New