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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 %
JAG
1301
Journey Advisory Group
Kentucky
$453K -$29.5K -400 -6%
FCA
1302
FLC Capital Advisors
California
$452K
MWM
1303
Massachusetts Wealth Management
Massachusetts
$451K +$22.1K +300 +5%
AFT
1304
Alpha Family Trust
California
$447K
AIA
1305
Alera Investment Advisors
Illinois
$447K +$447K +6,061 New
MAC
1306
Mason & Associates (California)
California
$443K
PI
1307
Parkside Investments
Illinois
$442K -$442K -6,000 -50%
ASG
1308
Ariston Services Group
California
$438K -$4.05K -55 -0.9%
LFM
1309
LGT Fund Management
Liechtenstein
$437K +$437K +5,926 New
MWA
1310
Moser Wealth Advisors
Washington
$437K
MSRI
1311
Michael S. Ryan Inc
New York
$436K -$3.02K -41 -0.7%
SHFA
1312
SS&H Financial Advisors
Michigan
$435K +$435K +5,899 New
LHC
1313
Little House Capital
Massachusetts
$432K -$169K -2,296 -28%
OIM
1314
Orca Investment Management
Oregon
$431K -$1.92K -26 -0.4%
PCMC
1315
Private Capital Management (Colorado)
Colorado
$431K -$102K -1,378 -19%
NHT
1316
New Hampshire Trust
New Hampshire
$429K +$1.18K +16 +0.3%
JIC
1317
Joel Isaacson & Co
New York
$429K +$60.9K +826 +17%
MWA
1318
Monograph Wealth Advisors
California
$429K
BOM
1319
Bank of Marin
California
$428K +$5.67K +77 +1%
AGM
1320
Alpine Global Management
New York
$428K +$428K +5,809 New
WAS
1321
WESPAC Advisors SoCal
California
$428K
MPWT
1322
MassMutual Private Wealth & Trust
Connecticut
$427K +$86.1K +1,169 +25%
KCM
1323
KRS Capital Management
Michigan
$424K +$50K +678 +13%
SHGA
1324
Sand Hill Global Advisors
California
$424K
TWP
1325
Tempus Wealth Planning
California
$423K +$76.7K +1,041 +22%