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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 %
CFS
1376
Coordinated Financial Services
Colorado
$369K -$7K -95 -2%
VCM
1377
Viewpoint Capital Management
Washington
$368K
BP
1378
BBR Partners
New York
$368K +$368K +5,000 New
TCA
1379
Transcend Capital Advisors
New Jersey
$367K +$53.4K +725 +17%
FBFS
1380
First Business Financial Services
Wisconsin
$367K +$68.9K +935 +23%
EW
1381
Enzi Wealth
Texas
$366K -$14.1K -193 -4%
QWP
1382
Quotient Wealth Partners
Texas
$364K +$55.7K +756 +18%
AWE
1383
Avidian Wealth Enterprises
Texas
$361K +$361K +4,904 New
NRW
1384
Nova R Wealth
Kansas
$361K +$7.81K +106 +2%
MWM
1385
Modern Wealth Management
Kansas
$359K +$11.6K +157 +3%
PFA
1386
Pure Financial Advisors
California
$358K -$1.84K -25 -0.5%
ICM
1387
Islay Capital Management
Texas
$352K +$9.58K +130 +3%
MGWM
1388
Marks Group Wealth Management
Minnesota
$352K -$59K -801 -14%
NCM
1389
Noesis Capital Mangement
Florida
$350K
CH
1390
Cromwell Holdings
Wyoming
$349K +$349K +4,739 New
C1AG
1391
Client 1st Advisory Group
Florida
$349K +$47.8K +648 +16%
GFP
1392
Gryphon Financial Partners
Ohio
$348K -$11.8K -160 -3%
PCP
1393
Proficio Capital Partners
Massachusetts
$348K +$16.7K +226 +5%
IWA
1394
Icon Wealth Advisors
Texas
$345K -$77.5K -1,189 -18%
HS
1395
Horan Securities
United States
$343K -$147 -2 -0%
DP
1396
Denver PWM
Colorado
$341K +$221 +3 +0.1%
BWM
1397
Baron Wealth Management
Michigan
$340K -$148K -2,012 -30%
CDH
1398
Charles D. Hyman
$339K -$24.7K -335 -7%
VCM
1399
Virtue Capital Management
Tennessee
$338K -$2.63K -40 -0.8%
CFG
1400
CKW Financial Group
Hawaii
$338K