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 %
CWA
1126
Canvas Wealth Advisors
Kansas
$705K -$988K -15,219 -58%
RCG
1127
Regatta Capital Group
California
$703K +$4.27K +58 +0.6%
V
1128
ViaWealth
Kansas
$701K
NP
1129
NorthRock Partners
Minnesota
$697K +$156K +2,116 +29%
DFG
1130
Demars Financial Group
Washington
$696K -$221 -3 -0%
RPGK
1131
Retirement Planning Group (Kansas)
Kansas
$694K +$694K +9,414 New
CM
1132
Castleark Management
Illinois
$690K
DWM
1133
Drive Wealth Management
Utah
$688K +$3.54K +48 +0.5%
VWM
1134
Venturi Wealth Management
Texas
$687K +$158K +2,147 +30%
OFG
1135
Omega Financial Group
California
$681K
PPWP
1136
Premier Path Wealth Partners
New Jersey
$681K +$78.3K +1,062 +13%
CI
1137
Cavalier Investments
Georgia
$678K +$18.3K +248 +3%
LCM
1138
Lazari Capital Management
California
$678K -$24.3K -330 -3%
CA
1139
Crumly & Associates
Illinois
$678K -$1.62K -22 -0.2%
YIH
1140
Y-Intercept (HK)
Hong Kong
$677K -$2.2M -29,882 -76%
CI
1141
CX Institutional
Indiana
$676K +$2.43K +33 +0.4%
BFEC
1142
Benjamin F. Edwards & Company
Missouri
$675K -$258K -3,497 -28%
TAM
1143
Titleist Asset Management
Texas
$674K -$49.7K -674 -7%
OCM
1144
One Capital Management
California
$667K +$667K +9,053 New
HBT
1145
Heartland Bank & Trust
Illinois
$666K +$5.9K +80 +0.9%
LWAM
1146
Legacy Wealth Asset Management
Minnesota
$665K -$115K -1,564 -15%
OPCM
1147
Osborne Partners Capital Management
California
$665K
KA
1148
Kearns & Associates
California
$663K
ECU
1149
Eisler Capital (US)
New York
$663K +$663K +9,000 New
ECG
1150
Edge Capital Group
Georgia
$663K -$737 -10 -0.1%