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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 %
AFG
1201
Albion Financial Group
Utah
$586K
VCWA
1202
Vanguard Capital Wealth Advisors
Colorado
$586K -$62.6K -850 -10%
IWM
1203
IHT Wealth Management
Illinois
$586K -$28K -382 -5%
BWA
1204
Bordeaux Wealth Advisors
California
$584K -$9.88K -134 -2%
IB
1205
Intrust Bank
Kansas
$583K -$373K -5,068 -39%
CWM
1206
Concentric Wealth Management
California
$581K -$14.6K -198 -2%
KHCM
1207
Kirtland Hills Capital Management
Ohio
$579K +$1.92K +26 +0.3%
ACM
1208
Avalon Capital Management
California
$578K +$578K +7,850 New
CC
1209
Centiva Capital
New York
$577K +$577K +7,824 New
FWCM
1210
Ferguson Wellman Capital Management
Oregon
$576K +$236K +3,196 +69%
PP
1211
PDS Planning
Ohio
$572K +$12.5K +169 +2%
DT
1212
Diversified Trust
Tennessee
$570K +$118K +1,595 +26%
LWM
1213
Lyell Wealth Management
California
$568K
AIM
1214
Athena Investment Management
California
$568K
LCWP
1215
Legacy Capital Wealth Partners
Arkansas
$568K +$568K +7,704 New
SSWM
1216
Sheets Smith Wealth Management
North Carolina
$566K -$305K -4,144 -35%
MFA
1217
Mayflower Financial Advisors
Massachusetts
$563K +$16.1K +218 +3%
IG
1218
ING Group
Netherlands
$562K -$13.3M -179,994 -96%
IGAM
1219
iA Global Asset Management
Quebec, Canada
$560K -$30.5K -413 -5%
HFM
1220
Harvest Fund Management
China
$558K +$490K +6,654 +726%
PCM
1221
Pointe Capital Management
Michigan
$555K -$70.7K -960 -11%
Federated Hermes
1222
Federated Hermes
Pennsylvania
$554K -$8.35M -113,286 -94%
CGA
1223
Crescent Grove Advisors
Illinois
$554K -$829K -11,254 -60%
BFS
1224
Bradley Foster & Sargent
Connecticut
$553K -$11.1K -150 -2%
OW
1225
Olistico Wealth
Oklahoma
$553K +$243K +3,301 +78%