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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 %
VCA
1526
Verdence Capital Advisors
Maryland
$255K -$5.9K -80 -2%
PCA
1527
Pallas Capital Advisors
Massachusetts
$254K -$26.3K -423 -9%
JHCP
1528
Jackson Hole Capital Partners
Oklahoma
$254K
KWS
1529
Keystone Wealth Services
California
$254K +$590 +8 +0.2%
WF
1530
Wayfinding Financial
Washington
$253K +$441 +6 +0.2%
FAFN
1531
First Affirmative Financial Network
Colorado
$252K -$6.26K -85 -2%
DPIM
1532
Duff & Phelps Investment Management
Illinois
$252K -$1.01M -13,755 -80%
PF
1533
Prosperitas Financial
California
$251K -$29.7K -403 -11%
SFG
1534
SNS Financial Group
Minnesota
$251K +$1.7K +23 +0.7%
LPT
1535
Legacy Private Trust
Wisconsin
$250K
FCH
1536
Freestone Capital Holdings
Washington
$250K -$14.8K -201 -6%
MTC
1537
McDaniel Terry & Co
Texas
$250K -$11.9K -162 -5%
OWA
1538
Opal Wealth Advisors
New York
$250K +$250K +3,392 New
TSMHT
1539
Thurston Springer Miller Herd & Titak
Indiana
$250K +$250K +3,391 New
CWM
1540
Centric Wealth Management
Illinois
$249K +$866 +13 +0.3%
CCG
1541
Catalina Capital Group
California
$249K +$249K +3,380 New
ZIM
1542
Zacks Investment Management
Illinois
$249K +$249K +3,376 New
CCG
1543
Cypress Capital Group
Florida
$248K
SWM
1544
Seed Wealth Management
Illinois
$247K +$30.6K +415 +14%
CFA
1545
CWS Financial Advisors
Michigan
$247K +$74 +1 +0%
ODG
1546
O'Dell Group
Ohio
$247K
FFO
1547
Fiduciary Family Office
Florida
$247K +$38.8K +526 +19%
MAWA
1548
Moss Adams Wealth Advisors
Washington
$245K +$245K +3,328 New
AWM
1549
Accurate Wealth Management
Florida
$245K +$13.1K +175 +6%
BWM
1550
BlackDiamond Wealth Management
New York
$244K +$12.2K +195 +5%