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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 %
QCG
926
Quadrant Capital Group
Ohio
$1.3M +$79K +1,072 +6%
HHAA
927
Henry H. Armstrong Associates
Pennsylvania
$1.3M -$147K -2,000 -10%
BBHC
928
Brown Brothers Harriman & Co
New York
$1.29M -$16.7K -227 -1%
FFM
929
Forum Financial Management
Illinois
$1.29M +$18.9K +257 +1%
TCM
930
Telos Capital Management
California
$1.28M -$66K -896 -5%
CFB
931
Cullen/Frost Bankers
Texas
$1.26M -$62.6K -850 -5%
KFSC
932
Keystone Financial Services (Colorado)
Colorado
$1.26M +$109K +1,485 +10%
DAS
933
Dynamic Advisor Solutions
Arizona
$1.26M -$53.6K -727 -4%
IWC
934
Integrated Wealth Concepts
Massachusetts
$1.26M -$130K -1,761 -9%
KLWA
935
Kelly Lawrence W & Associates
California
$1.26M
DM
936
Delphi Management
Massachusetts
$1.25M -$1.55K -21 -0.1%
LCM
937
Leisure Capital Management
California
$1.25M
RWM
938
Ritholtz Wealth Management
New York
$1.25M +$117K +1,592 +10%
GCM
939
Graham Capital Management
Connecticut
$1.25M -$6.59M -89,427 -84%
HA
940
Herold Advisors
New York
$1.24M +$75.5K +1,024 +6%
SWM
941
SeaCrest Wealth Management
New York
$1.24M +$69.6K +944 +6%
EFG
942
Embree Financial Group
Illinois
$1.23M +$1.55K +21 +0.1%
MBT
943
Montecito Bank & Trust
California
$1.23M -$74.3K -1,008 -6%
RIA
944
Realta Investment Advisors
Delaware
$1.23M +$74K +1,004 +6%
TF
945
TLWM Financial
Texas
$1.23M +$23.4K +318 +2%
BSG
946
Black Swift Group
Colorado
$1.22M +$1.22M +16,500 New
AI
947
AXS Investments
New York
$1.21M -$148K -2,002 -11%
FFG
948
Frisch Financial Group
New York
$1.21M -$30.8K -418 -2%
PWA
949
Providence Wealth Advisors
Illinois
$1.2M +$36.1K +491 +3%
CGH
950
CMG Global Holdings
Texas
$1.19M +$3.46K +47 +0.3%