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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 %
FA
1501
Fiducient Advisors
Illinois
$270K +$811 +11 +0.3%
AIP
1502
Almanack Investment Partners
Pennsylvania
$270K
LFAS
1503
Level Four Advisory Services
Texas
$270K -$301K -4,080 -53%
CK
1504
Cohen Klingenstein
New York
$270K
CWP
1505
Curated Wealth Partners
California
$269K +$269K +3,647 New
WJWM
1506
Williams Jones Wealth Management
New York
$268K -$61.8K -839 -19%
FAIM
1507
Financial Advocates Investment Management
Washington
$268K -$23.9K -324 -8%
ACIM
1508
Azimuth Capital Investment Management
Michigan
$267K
AFA
1509
AA Financial Advisors
Ohio
$265K -$31.3K -425 -11%
GD
1510
Grandfield & Dodd
New York
$265K
CMAI
1511
Capital Management Associates Inc
Minnesota
$265K +$11.1K +151 +4%
SFA
1512
Source Financial Advisors
New York
$265K +$368 +5 +0.1%
PCS
1513
Private Client Services
Kentucky
$265K -$24.9K -338 -9%
B
1514
Birchbrook
Maine
$264K -$92.9K -1,260 -26%
IFPG
1515
Intrepid Financial Planning Group
Indiana
$263K
HTIM
1516
Harbour Trust & Investment Management
Indiana
$263K -$11.9K -161 -4%
SIG
1517
Sargent Investment Group
Maryland
$260K +$260K +3,530 New
CCA
1518
Childress Capital Advisors
Texas
$260K -$4.72K -64 -2%
WCM
1519
Wisconsin Capital Management
Wisconsin
$258K
Edgewood Management
1520
Edgewood Management
Connecticut
$258K
CA
1521
Calton & Associates
Florida
$257K -$59K -800 -19%
FC
1522
Forte Capital
New York
$256K +$74 +1 +0%
LCM
1523
LCM Capital Management
Illinois
$255K
SL
1524
Sentinus LLC
Illinois
$255K -$6.85K -93 -3%
MA
1525
MONECO Advisors
Connecticut
$255K +$17K +231 +7%