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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 %
HHRDM
1076
H&H Retirement Design & Management
Nevada
$805K +$22.1K +341 +3%
VL
1077
Vima LLC
Michigan
$805K -$42.8K -581 -5%
IBOK
1078
Independence Bank of Kentucky
Kentucky
$801K -$50.8K -690 -6%
MCB
1079
Morton Community Bank
Illinois
$801K -$2.44M -33,083 -75%
PWM
1080
Power Wealth Management
Georgia
$797K +$67.9K +922 +9%
BAM
1081
Belpointe Asset Management
Nevada
$791K -$316K -4,287 -29%
CIA
1082
Concurrent Investment Advisors
Florida
$789K +$557K +7,564 +241%
IIM
1083
Intact Investment Management
Quebec, Canada
$784K +$2.95K +40 +0.4%
KPWS
1084
Kestra Private Wealth Services
Texas
$784K +$45K +610 +6%
WWM
1085
Western Wealth Management
Colorado
$783K +$31.7K +430 +4%
GAM
1086
Gemmer Asset Management
California
$779K -$216K -2,927 -22%
SPC
1087
Sigma Planning Corp
Michigan
$771K -$11.1K -150 -1%
SS
1088
Sunbelt Securities
Texas
$770K +$74 +1 +0%
WI
1089
Wintrust Investments
Illinois
$770K +$62.7K +850 +9%
MIM
1090
Moseley Investment Management
Florida
$769K +$7.37K +100 +1%
FCA
1091
FinTrust Capital Advisors
South Carolina
$766K +$9.36K +127 +1%
SP
1092
Stablepoint Partners
Massachusetts
$765K +$53.7K +822 +8%
EAM
1093
Eschler Asset Management
United Kingdom
$762K +$762K +10,345 New
CGFA
1094
Colton Groome Financial Advisors
North Carolina
$760K +$760K +10,312 New
RA
1095
Royce & Associates
New York
$757K
IF
1096
Ironwood Financial
Arizona
$754K +$3.46K +47 +0.5%
RC
1097
Rovin Capital
Arizona
$751K +$6.78K +92 +0.9%
MJRIC
1098
Mogy Joel R Investment Counsel
California
$748K -$95.8K -1,300 -11%
EBT
1099
Enterprise Bank & Trust
Massachusetts
$747K +$74.6K +1,013 +11%
EDRH
1100
Edmond de Rothschild Holding
Switzerland
$747K -$134K -1,823 -15%