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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 %
JDR
1401
Jay D. Rosenbaum
$337K +$37.2K +505 +12%
SVWAG
1402
Sound View Wealth Advisors Group
Georgia
$336K -$2.87K -39 -0.8%
NEWAS
1403
N.E.W. Advisory Services
Wisconsin
$336K -$18.1K -245 -5%
AC
1404
Allstate Corporation
Illinois
$336K +$2.65K +36 +0.8%
EWP
1405
Elevation Wealth Partners
California
$336K -$154K -2,091 -31%
CWA
1406
Clearview Wealth Advisors
Oregon
$335K -$15.3K -208 -4%
FIM
1407
Freedom Investment Management
Connecticut
$335K -$62K -841 -16%
AF
1408
Apexium Financial
Texas
$335K +$7.07K +96 +2%
KWAG
1409
Kiely Wealth Advisory Group
North Carolina
$334K
APA
1410
Astoria Portfolio Advisors
New York
$333K -$7.07K -96 -2%
TAM
1411
Trillium Asset Management
Massachusetts
$332K
S
1412
SimplyRich
California
$332K
CG
1413
CFO4Life Group
Texas
$332K +$5.31K +72 +2%
BWP
1414
BSW Wealth Partners
Colorado
$332K -$442 -6 -0.1%
ACA
1415
Affinity Capital Advisors
California
$331K
BFA
1416
Beaumont Financial Advisors
Massachusetts
$330K +$10.1K +137 +3%
AF
1417
Aviso Financial
Ontario, Canada
$330K +$330K +4,479 New
KP
1418
Keel Point
Alabama
$330K -$36.9K -590 -10%
CPW
1419
Catalyst Private Wealth
California
$329K +$329K +4,468 New
KA
1420
KLCM Advisors
Wisconsin
$329K -$5.9K -80 -2%
WF
1421
Welch & Forbes
Massachusetts
$327K -$97.3K -1,318 -23%
DFA
1422
Delta Financial Advisors
Louisiana
$326K +$74 +1 +0%
EL
1423
Essex LLC
Illinois
$326K -$11.1K -150 -3%
IAMOG
1424
Investors Asset Management of Georgia
Georgia
$325K -$3.46K -47 -1%
LIA
1425
LBMC Investment Advisors
Tennessee
$323K