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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 %
BTWM
1426
Baker Tilly Wealth Management
Wisconsin
$322K -$492K -6,678 -60%
TF
1427
Tompkins Financial
New York
$321K
TCOT
1428
Trust Company of Toledo
Ohio
$321K +$79.2K +1,075 +33%
BFM
1429
Boston Financial Management
Massachusetts
$320K +$1.77K +24 +0.6%
FA
1430
Fiduciary Alliance
South Carolina
$319K +$319K +4,302 New
BMC
1431
Benin Management Corp
Connecticut
$318K
WB
1432
WesBanco Bank
West Virginia
$318K +$4.72K +64 +2%
LNB
1433
Ledyard National Bank
$317K +$442 +6 +0.1%
CPA
1434
Court Place Advisors
Maryland
$317K -$11.1K -150 -3%
WPWM
1435
Western Pacific Wealth Management
Illinois
$316K
WG
1436
Welch Group
Alabama
$315K +$663 +9 +0.2%
ECM
1437
Exchange Capital Management
Michigan
$313K +$313K +4,243 New
OHWP
1438
Oak Harbor Wealth Partners
North Carolina
$312K +$74 +1 +0%
CCM
1439
Chilton Capital Management
Texas
$311K +$66.3K +900 +27%
CS
1440
Cannell & Spears
New York
$311K -$264K -3,581 -46%
SCI
1441
Silver Coast Investments
United States
$311K -$8.55K -116 -3%
IWA
1442
IBEX Wealth Advisors
New Jersey
$311K -$1.45M -19,736 -82%
OL
1443
Optas LLC
Texas
$311K +$15.3K +208 +5%
NWWA
1444
New Wave Wealth Advisors
Arkansas
$310K +$310K +4,210 New
TA
1445
TFG Advisers
Michigan
$310K +$52.9K +718 +21%
PWM
1446
Purus Wealth Management
California
$308K +$516 +7 +0.2%
SFP
1447
Sweet Financial Partners
Minnesota
$307K -$19.2K -260 -6%
VAM
1448
Verity Asset Management
North Carolina
$306K -$16.8K -228 -5%
NSB
1449
Norway Savings Bank
Maine
$305K -$3.68K -50 -1%
SFA
1450
Souders Financial Advisors
Ohio
$303K -$2.21K -30 -0.7%