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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 %
CCWM
1476
Cassaday & Co Wealth Management
Virginia
$289K +$16K +217 +6%
JSW
1477
Journey Strategic Wealth
New Jersey
$288K +$288K +3,903 New
OTL
1478
Oak Thistle LLC
New York
$287K +$287K +3,900 New
KFC
1479
Klingenstein Fields & Co
New York
$287K
OL
1480
OneFund LLC
Florida
$287K +$4.42K +60 +2%
KA
1481
Kovack Advisors
Florida
$287K +$287K +3,889 New
SCP
1482
Sivia Capital Partners
California
$286K +$29.3K +398 +11%
WW
1483
Westshore Wealth
California
$285K -$2.06K -28 -0.7%
SBF
1484
Sara-Bay Financial
Florida
$284K +$284K +3,854 New
AIFAIM
1485
American Institute for Advanced Investment Management
Arizona
$282K
AWM
1486
Aberdeen Wealth Management
Illinois
$281K -$110K -1,499 -28%
OC
1487
Oarsman Capital
Wisconsin
$281K
FRA
1488
Front Row Advisors
California
$281K +$265K +3,601 +1,715%
OCG
1489
Opus Capital Group
Ohio
$277K +$883 +12 +0.3%
CCMT
1490
CMT Capital Markets Trading
Germany
$277K +$277K +3,756 New
MFGM
1491
Marshall Financial Group (Maryland)
Maryland
$276K -$2.21K -30 -0.8%
FHA
1492
First Horizon Advisors
Tennessee
$275K -$5.01K -68 -2%
TWM
1493
Thrive Wealth Management
Pennsylvania
$275K +$8.11K +110 +3%
LFA
1494
Legacy Financial Advisors
Kentucky
$274K +$25.9K +351 +10%
SWP
1495
Semus Wealth Partners
Florida
$274K +$25.1K +341 +10%
CHP
1496
Cable Hill Partners
Oregon
$274K +$274K +3,723 New
HWP
1497
Hibernia Wealth Partners
Louisiana
$274K +$274K +3,717 New
BMMM
1498
Boston Mountain Money Management
Arkansas
$273K
QFA
1499
Quantum Financial Advisors
California
$272K
FCMT
1500
Founders Capital Management (Texas)
Texas
$271K