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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 %
HR
1026
Hardy Reed
Mississippi
$971K +$2.43K +33 +0.3%
AFG
1027
Atomi Financial Group
New York
$967K +$186K +2,528 +24%
WAP
1028
Wealthcare Advisory Partners
Pennsylvania
$963K -$3.98K -54 -0.4%
LSAG
1029
Lake Street Advisors Group
New Hampshire
$962K -$9.43K -128 -1%
SIM
1030
Sentry Investment Management
Wisconsin
$955K -$196K -2,656 -17%
SWA
1031
Stratos Wealth Advisors
Ohio
$948K +$526K +7,136 +125%
ORC
1032
O'Rourke & Company
Massachusetts
$947K -$28.4K -386 -3%
TWA
1033
TCI Wealth Advisors
Arizona
$944K +$149K +2,024 +19%
KIA
1034
Knollwood Investment Advisory
Maryland
$944K +$281K +3,810 +42%
ES
1035
Eagle Strategies
New York
$943K +$943K +12,791 New
HWA
1036
HCR Wealth Advisors
California
$937K -$123K -1,663 -12%
CFP
1037
Catalyst Financial Partners
Massachusetts
$930K -$1.47K -20 -0.2%
WFA
1038
West Financial Advisors
Iowa
$928K
ET
1039
Equitable Trust
Tennessee
$925K +$511K +6,939 +123%
PG
1040
Proffitt & Goodson
Tennessee
$922K -$13.9K -188 -1%
ICM
1041
IMS Capital Management
Oregon
$921K -$25.9K -399 -3%
OC
1042
Opinicus Capital
Florida
$919K +$19.9K +270 +2%
PMSA
1043
Patrick M. Sweeney & Associates
Illinois
$916K +$67.6K +925 +8%
DLHL
1044
Donald L. Hagan LLC
Florida
$909K -$644K -8,738 -41%
GC
1045
Guidance Capital
Kentucky
$905K +$56K +859 +7%
P
1046
Pitcairn
Pennsylvania
$900K +$84.6K +1,148 +10%
FCFC
1047
First Commonwealth Financial Corp
Pennsylvania
$898K +$9.73K +132 +1%
OIM
1048
Oder Investment Management
California
$896K -$165K -2,245 -16%
MC
1049
Matisse Capital
Oregon
$895K -$29.5K -400 -3%
LA
1050
LexAurum Advisors
Kansas
$895K +$139K +1,891 +18%