SCHW icon

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 %
LC
1051
Lindbrook Capital
California
$891K -$198K -2,685 -18%
LGF
1052
LGT Group Foundation
Liechtenstein
$890K -$21.1K -286 -2%
CNBTD
1053
Citizens National Bank Trust Department
Mississippi
$889K -$12.9K -175 -1%
LAM
1054
Lummis Asset Management
Texas
$888K +$8.55K +116 +1%
HAI
1055
Hennessy Advisors Inc
California
$884K +$73.7K +1,000 +9%
PCS
1056
Personal CFO Solutions
New Jersey
$877K -$27.1K -368 -3%
AWM
1057
Axxcess Wealth Management
California
$863K +$1.7K +23 +0.2%
DWM
1058
Dynasty Wealth Management
Florida
$859K -$3.54K -48 -0.4%
IAIM
1059
International Assets Investment Management
Florida
$856K -$38.2K -519 -4%
LWM
1060
Lodestone Wealth Management
Washington
$854K +$2.95K +40 +0.3%
NCM
1061
Novare Capital Management
North Carolina
$850K -$18.3K -248 -2%
NL
1062
Navalign LLC
California
$849K +$28.1K +381 +3%
NWM
1063
Northcape Wealth Management
New York
$847K
NA
1064
Navellier & Associates
Nevada
$837K -$14.7K -200 -2%
TPCW
1065
TD Private Client Wealth
New York
$835K -$47.1K -639 -5%
VWM
1066
Vivid Wealth Management
Iowa
$832K -$3.03M -41,122 -78%
FA
1067
Faithward Advisors
Pennsylvania
$823K -$56.4K -765 -6%
EFS
1068
Essex Financial Services
Connecticut
$819K +$209K +3,336 +34%
NJIM
1069
Nabity-Jensen Investment Management
Nebraska
$818K -$28.2K -382 -3%
ETC
1070
Exchange Traded Concepts
Oklahoma
$814K +$759K +10,304 +1,378%
IIA
1071
Integral Investment Advisors
California
$812K
SRWM
1072
Shira Ridge Wealth Management
California
$809K +$7.44K +101 +0.9%
TFS
1073
Thoroughbred Financial Services
Tennessee
$808K +$808K +10,965 New
CG
1074
Cynosure Group
Utah
$808K -$3.76K -51 -0.5%
FW
1075
FullCircle Wealth
Texas
$806K +$806K +12,573 New