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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 %
WFI
1451
West Family Investments
California
$303K
DFCM
1452
Dark Forest Capital Management
Puerto Rico
$303K +$303K +4,113 New
WHCI
1453
W.H. Cornerstone Investments
Massachusetts
$303K +$1.03K +14 +0.3%
FIM
1454
FWL Investment Management
Texas
$303K +$59.2K +804 +24%
BIP
1455
Blueprint Investment Partners
North Carolina
$303K +$67.8K +920 +29%
WA
1456
Waddell & Associates
Tennessee
$303K +$5.82K +79 +2%
DWA
1457
Douglass Winthrop Advisors
New York
$303K -$93.1K -1,264 -24%
FI
1458
FWG Investments
Kentucky
$301K +$3.02K +41 +1%
AFP
1459
Ausdal Financial Partners
Iowa
$301K -$62.2K -844 -17%
SWM
1460
SFG Wealth Management
Maryland
$298K
KA
1461
Klingman & Associates
New York
$297K +$14.6K +198 +5%
LTI
1462
Laffer Tengler Investments
Tennessee
$297K
ZIC
1463
ZWJ Investment Counsel
Georgia
$296K -$221K -3,000 -43%
RBC
1464
Romano Brothers & Co
Illinois
$296K +$11.1K +150 +4%
SMH
1465
Sanders Morris Harris
Texas
$295K
AA
1466
Alta Advisers
United Kingdom
$295K
SIM
1467
Studio Investment Management
Illinois
$294K +$10.5K +143 +4%
PWMG
1468
Prestige Wealth Management Group
New Jersey
$292K +$277K +3,758 +1,842%
VST
1469
Van Strum & Towne
California
$291K
BAM
1470
Boyar Asset Management
New York
$291K
CAAS
1471
Capital Asset Advisory Services
Michigan
$290K +$46.7K +626 +19%
BFG
1472
Berger Financial Group
Minnesota
$290K -$49.6K -673 -15%
DAM
1473
Doheny Asset Management
California
$290K -$11.1K -150 -4%
LWM
1474
LongView Wealth Management
Georgia
$290K +$516 +7 +0.2%
JWCA
1475
J.W. Cole Advisors
Florida
$290K -$96.5K -1,310 -25%