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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 %
PFBT
1176
Parkside Financial Bank & Trust
Missouri
$625K -$24.6K -334 -4%
CWM
1177
Circle Wealth Management
New Jersey
$625K -$61.9K -840 -9%
QWM
1178
Quadcap Wealth Management
Texas
$625K -$7.3K -99 -1%
FB
1179
Fulton Bank
Pennsylvania
$624K -$34.5K -468 -5%
RSWM
1180
Robertson Stephens Wealth Management
California
$623K +$7.96K +108 +1%
SFO
1181
Stokes Family Office
Louisiana
$622K +$6.85K +93 +1%
LAM
1182
LECAP Asset Management
United Kingdom
$622K -$2.83M -38,401 -82%
WP
1183
WealthPLAN Partners
Nebraska
$619K +$70.2K +953 +13%
LRIA
1184
Leonard Rickey Investment Advisors
Washington
$618K +$125K +1,701 +25%
CAG
1185
Compass Advisory Group
New York
$617K
EI
1186
Ellevest Inc
New York
$613K +$11.4K +155 +2%
CA
1187
Continuum Advisory
Idaho
$607K +$25.9K +352 +4%
FFS
1188
Founders Financial Securities
Maryland
$603K -$150K -2,029 -20%
GL
1189
Graypoint LLC
New York
$601K -$2.73K -37 -0.5%
CWS
1190
Cypress Wealth Services
California
$598K +$21.7K +294 +4%
BCM
1191
Boltwood Capital Management
California
$597K -$6.26K -85 -1%
SPI
1192
Sutton Place Investors
New York
$596K +$12.3K +167 +2%
CAG
1193
Csenge Advisory Group
Florida
$596K +$63.1K +856 +12%
MC
1194
Machina Capital
France
$595K +$595K +8,078 New
TCM
1195
Traynor Capital Management
Pennsylvania
$594K -$32.6K -442 -5%
CIS
1196
Custom Index Systems
New York
$593K +$593K +8,049 New
SAM
1197
Smartleaf Asset Management
Massachusetts
$593K +$129K +1,750 +28%
LAM
1198
Lountzis Asset Management
Pennsylvania
$591K
AA
1199
Apriem Advisors
California
$591K -$10.7K -145 -2%
WAM
1200
WNY Asset Management
New York
$589K -$154K -2,090 -21%