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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 %
IAS
1151
Insigneo Advisory Services
Florida
$663K -$507K -8,143 -43%
NB
1152
NBT Bank
New York
$660K +$2.06K +28 +0.3%
BIG
1153
Brooklyn Investment Group
New York
$659K
AWA
1154
Arkadios Wealth Advisors
Georgia
$658K +$181K +2,450 +38%
ACA
1155
Aptus Capital Advisors
Alabama
$655K -$1.52M -20,694 -70%
RA
1156
RFG Advisory
Alabama
$649K +$45K +610 +7%
BFA
1157
Bragg Financial Advisors
North Carolina
$647K +$143K +1,940 +28%
KWM
1158
Keebeck Wealth Management
Illinois
$646K
RSVP
1159
Ramsay Stattman Vela & Price
Colorado
$645K +$59.7K +810 +10%
PO
1160
Private Ocean
California
$644K +$133K +1,809 +26%
LJAC
1161
L.J. Altfest & Co
New York
$644K -$455K -6,177 -41%
VC
1162
Veracity Capital
Georgia
$644K -$52.6K -714 -8%
NC
1163
Napatree Capital
Rhode Island
$643K -$200K -2,718 -24%
KA
1164
Keene & Associates
Texas
$642K +$5.97K +81 +0.9%
IFA
1165
Index Fund Advisors
California
$641K
FC
1166
Fusion Capital
South Carolina
$641K -$26.6K -361 -4%
RWA
1167
Redmont Wealth Advisors
Illinois
$641K -$140K -1,901 -18%
IFWM
1168
Institute for Wealth Management
Colorado
$638K +$8.92K +121 +1%
PIA
1169
Powell Investment Advisors
Florida
$637K -$185K -2,504 -22%
WQ
1170
Wealth Quarterback
New Jersey
$637K +$11.3K +154 +2%
DCM
1171
Driehaus Capital Management
Illinois
$637K +$128K +1,737 +25%
WCM
1172
Whitener Capital Management
North Carolina
$636K -$4.79K -65 -0.7%
GLA
1173
Good Life Advisors
Pennsylvania
$634K -$14.2K -193 -2%
GFG
1174
Greystone Financial Group
Michigan
$632K +$125K +1,698 +25%
NBT
1175
Northwest Bank & Trust
Iowa
$627K +$1.25K +17 +0.2%