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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 %
PWPS
1351
Pinnacle Wealth Planning Services
Ohio
$391K +$23.4K +317 +6%
LA
1352
LM Advisors
California
$389K +$73.7K +1,000 +23%
SIMG
1353
Sonora Investment Management Group
Arizona
$389K
HCP
1354
Hexagon Capital Partners
Arkansas
$389K +$1.03K +14 +0.3%
SM
1355
Sweeney & Michel
California
$388K +$37.9K +508 +11%
MAM
1356
Milestone Asset Management
Pennsylvania
$387K +$47.8K +649 +14%
PBK
1357
Peoples Bank (Kansas)
Kansas
$386K
Jones Financial Companies
1358
Jones Financial Companies
Missouri
$384K +$323K +4,385 +528%
AWAP
1359
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$384K -$37.4K -507 -9%
TPA
1360
Trivium Point Advisory
Connecticut
$381K +$381K +5,175 New
CA
1361
Claro Advisors
Massachusetts
$381K -$12.7K -172 -3%
BFM
1362
Boothbay Fund Management
New York
$381K +$381K +5,170 New
EWM
1363
Evermay Wealth Management
Virginia
$380K
JIR
1364
James Investment Research
Ohio
$380K
BPCA
1365
Bank Pictet & Cie (Asia)
Singapore
$380K
CCG
1366
Coastwise Capital Group
California
$379K -$88.1K -1,196 -19%
RWA
1367
River Wealth Advisors
Pennsylvania
$379K +$42.7K +580 +13%
ST
1368
Smithfield Trust
Pennsylvania
$378K -$4.92K -67 -1%
OWP
1369
Obermeyer Wealth Partners
Colorado
$377K +$10.2K +139 +3%
LPAM
1370
Lodestar Private Asset Management
California
$376K -$19.5K -264 -5%
GWMR
1371
GC Wealth Management RIA
Massachusetts
$376K -$1.4K -19 -0.4%
SIG
1372
Sky Investment Group
Connecticut
$375K +$36.8K +500 +11%
OPWM
1373
Oxinas Partners Wealth Management
Indiana
$372K -$7.07K -96 -2%
CFGS
1374
Concourse Financial Group Securities
Alabama
$372K -$57.8K -784 -13%
BJL
1375
Brighton Jones LLC
Washington
$371K -$54.9K -745 -13%