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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 %
KWA
1101
Kingswood Wealth Advisors
California
$747K -$6.26K -85 -0.8%
RI
1102
Ridgewood Investments
New Jersey
$745K -$29.7K -403 -4%
Capstone Investment Advisors
1103
Capstone Investment Advisors
New York
$744K +$437K +5,929 +142%
PWMAG
1104
Pinnacle Wealth Management Advisory Group
New Jersey
$744K +$958 +13 +0.1%
UBG
1105
United Bank (Georgia)
Georgia
$740K +$23.7K +322 +3%
IPW
1106
Invictus Private Wealth
Colorado
$738K
BWM
1107
BigSur Wealth Management
Florida
$737K
EL
1108
EMFO LLC
Florida
$737K
UM
1109
Ulysses Management
New York
$737K +$737K +10,000 New
UCB
1110
United Community Bank
South Carolina
$736K -$57.5K -780 -7%
SB
1111
Strategic Blueprint
Georgia
$735K -$127K -1,729 -15%
CGL
1112
Clarius Group LLC
Washington
$732K -$30.7K -417 -4%
A
1113
Allianz
Germany
$731K -$44.6K -605 -6%
AWM
1114
Avondale Wealth Management
Texas
$730K -$472K -6,400 -39%
FWTB
1115
First Western Trust Bank
Colorado
$728K -$5.31M -72,034 -88%
MA
1116
Mutual Advisors
Nebraska
$728K -$31.3K -479 -4%
WP
1117
Westmount Partners
California
$727K -$1.03K -14 -0.1%
BOS
1118
Bank of Stockton
California
$727K +$125K +1,697 +21%
CYG
1119
Clean Yield Group
Vermont
$725K
HTC
1120
Haverford Trust Company
Pennsylvania
$723K +$238K +3,228 +49%
MAM
1121
Mystic Asset Management
Rhode Island
$719K -$4.27K -58 -0.6%
LCM
1122
Logan Capital Management
Pennsylvania
$717K
CP
1123
Canopy Partners
Ohio
$714K
MW
1124
Marcum Wealth
Ohio
$707K +$31.2K +423 +5%
MF
1125
Manchester Financial
California
$706K +$92K +1,249 +15%