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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 %
GPA
1251
Garrison Point Advisors
California
$520K
PMFA
1252
Plante Moran Financial Advisors
Michigan
$518K
CWM
1253
Cornerstone Wealth Management
Missouri
$517K -$32.4K -440 -6%
LIM
1254
Leavell Investment Management
Alabama
$516K +$44K +597 +9%
LA
1255
Legacy Advisors
Pennsylvania
$515K +$34.8K +472 +7%
BG
1256
Bahl & Gaynor
Ohio
$514K
BCM
1257
Brookstone Capital Management
Illinois
$513K -$184K -2,882 -26%
ZIMP
1258
Zimmermann Investment Management & Planning
Pennsylvania
$513K -$314K -4,259 -38%
SQA
1259
Simon Quick Advisors
New Jersey
$512K -$371K -5,041 -42%
VI
1260
Versor Investments
New York
$512K +$512K +6,945 New
First Trust Advisors
1261
First Trust Advisors
Illinois
$510K -$221K -3,001 -30%
LC
1262
LCNB Corp
Ohio
$507K -$4.57K -62 -0.9%
BCM
1263
Brown Capital Management
Maryland
$507K -$138K -1,866 -21%
RCAG
1264
Rehmann Capital Advisory Group
Michigan
$505K -$107K -1,448 -17%
SGCA
1265
Steel Grove Capital Advisors
Tennessee
$505K -$18.4K -250 -4%
SWA
1266
Sax Wealth Advisors
New Jersey
$503K +$503K +6,831 New
MSS
1267
Mitchell Sinkler & Starr
Pennsylvania
$503K -$3.74K -60 -0.7%
PTP
1268
Platform Technology Partners
New York
$503K +$503K +6,827 New
OWA
1269
Octavia Wealth Advisors
Ohio
$501K +$51.5K +699 +11%
HWMO
1270
Heritage Wealth Management (Ohio)
Ohio
$499K +$499K +6,817 New
WCM
1271
Weaver Capital Management
Georgia
$499K +$499K +6,771 New
TPI
1272
Trust Point Inc
Wisconsin
$497K -$41.8K -567 -8%
CMI
1273
Clare Market Investments
Texas
$497K -$35.9K -487 -7%
FMLI
1274
Fukoku Mutual Life Insurance
Japan
$495K
CA
1275
Carson Advisory
Georgia
$495K -$181K -2,460 -27%