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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 %
AC
1276
ASB Consultores
Florida
$494K -$515K -6,989 -51%
APP
1277
Avantax Planning Partners
Iowa
$488K -$61.5K -835 -11%
DWM
1278
Defined Wealth Management
Oregon
$485K +$811 +11 +0.2%
BTW
1279
Boston Trust Walden
Massachusetts
$482K -$8.03K -109 -2%
EAM
1280
Empirical Asset Management
Massachusetts
$480K +$480K +6,519 New
ACM
1281
Arcataur Capital Management
Wisconsin
$479K -$1.47K -20 -0.3%
TC
1282
TAGStone Capital
North Carolina
$477K +$1.62K +22 +0.3%
GIA
1283
Gladstone Institutional Advisory
Florida
$475K +$3.76K +51 +0.8%
MG
1284
Mather Group
Illinois
$473K +$76.8K +1,062 +19%
EFG
1285
Everhart Financial Group
Ohio
$472K +$88.5K +1,201 +23%
BWG
1286
Beta Wealth Group
California
$472K +$14.9K +202 +3%
LAM
1287
L2 Asset Management
Massachusetts
$470K +$44.1K +599 +10%
SMA
1288
Sage Mountain Advisors
Georgia
$470K +$86.8K +1,178 +23%
FLI
1289
Family Legacy Inc
South Carolina
$465K
AWA
1290
Arete Wealth Advisors
Illinois
$464K +$464K +6,298 New
CIA
1291
Capital Investment Advisors
Georgia
$464K +$29.3K +397 +7%
MWM
1292
Mission Wealth Management
California
$462K -$68.2K -926 -13%
KWM
1293
Kingsview Wealth Management
Oregon
$462K +$1.84K +25 +0.4%
SEIA
1294
Signature Estate & Investment Advisors
California
$461K +$461K +6,251 New
DI
1295
DAGCO Inc
Ohio
$461K
EWA
1296
Encompass Wealth Advisors
Oregon
$457K
SFS
1297
Strategic Financial Services
New York
$456K +$456K +6,184 New
FRM
1298
Fox Run Management
Connecticut
$455K -$1.24M -16,802 -73%
AT
1299
Arden Trust
Delaware
$454K -$11.2K -152 -2%
PL
1300
Perpetual Ltd
Australia
$453K -$6.85K -93 -1%