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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 %
AT
1001
Avalon Trust
New Mexico
$1.03M
GM
1002
GeoWealth Management
Illinois
$1.03M +$145K +1,966 +16%
BWAM
1003
Boyd Watterson Asset Management
Ohio
$1.03M +$362K +4,914 +55%
RMDI
1004
R.M. Davis Inc
Maine
$1.03M -$33.3K -452 -3%
MCCP
1005
Mission Creek Capital Partners
California
$1.03M -$800K -10,857 -44%
WKWM
1006
Walter & Keenan Wealth Management
Indiana
$1.03M +$1.77K +24 +0.2%
WGCA
1007
Wolf Group Capital Advisors
Virginia
$1.02M +$1.02M +13,886 New
CCA
1008
Checchi Capital Advisers
California
$1.02M +$22K +299 +2%
ATWA
1009
Arbor Trust Wealth Advisors
Michigan
$1.01M -$9.29K -126 -0.9%
HKIMG
1010
Hutchens & Kramer Investment Management Group
Indiana
$1.01M +$881 +12 +0.1%
TNBTD
1011
Trustmark National Bank Trust Department
Mississippi
$1.01M +$3.39K +46 +0.3%
MFG
1012
Merit Financial Group
Georgia
$1.01M +$516 +7 +0.1%
SMC
1013
Smith, Moore & Co
Missouri
$1M +$84.4K +1,145 +9%
FNBOO
1014
First National Bank of Omaha
Nebraska
$1M +$593K +8,051 +145%
SAM
1015
Summit Asset Management
Tennessee
$996K +$18.4K +250 +2%
CNC
1016
Citizens & Northern Corp
Pennsylvania
$993K -$13.2K -179 -1%
BTI
1017
Blue Trust Inc
Georgia
$991K +$261K +3,608 +36%
BFA
1018
Brown Financial Advisors
Ohio
$990K +$990K +13,441 New
HA
1019
Hamel Associates
New Jersey
$987K
BWP
1020
Balboa Wealth Partners
Arizona
$982K -$390K -5,295 -28%
OA
1021
Operose Advisors
Wisconsin
$979K +$737 +10 +0.1%
FFC
1022
First Financial Corp
Indiana
$976K -$24.6K -334 -2%
PP
1023
Paloma Partners
Connecticut
$975K +$716K +9,717 +277%
SRC
1024
Sage Rhino Capital
California
$975K +$10.1K +137 +1%
EGM
1025
Engineers Gate Manager
New York
$971K +$971K +13,182 New