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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 %
CCFM
1551
Clear Creek Financial Management
Washington
$242K -$6.26K -85 -3%
SWA
1552
SOA Wealth Advisors
New York
$241K -$22.5K -305 -9%
GFS
1553
GYL Financial Synergies
Connecticut
$241K +$7.52K +102 +3%
CFS
1554
CRA Financial Services
New Jersey
$241K -$24.9K -338 -9%
HB
1555
HTLF Bank
Colorado
$240K +$14.1K +191 +6%
PA
1556
Procyon Advisors
Connecticut
$240K -$61.9K -840 -20%
AC
1557
Abbrea Capital
California
$240K -$186K -2,523 -44%
CA
1558
Commerzbank Aktiengesellschaft
Germany
$240K +$29.9K +404 +14%
CWP
1559
Cyndeo Wealth Partners
Florida
$240K +$240K +3,255 New
RIP
1560
RAM Investment Partners
Washington
$239K -$125K -1,694 -34%
WCF
1561
West Coast Financial
California
$238K -$3.76K -51 -2%
1WM
1562
1858 Wealth Management
Ohio
$238K -$23.7K -321 -9%
SAI
1563
Savvy Advisors Inc
New York
$238K +$29.4K +399 +14%
CWM
1564
Cranbrook Wealth Management
Michigan
$238K +$238K +3,230 New
BAM
1565
BOS Asset Management
Illinois
$238K
PIA
1566
Perennial Investment Advisors
California
$237K -$7.3K -99 -3%
BBNA
1567
Bremer Bank National Association
Minnesota
$236K +$7.59K +103 +3%
SIC
1568
Sigma Investment Counselors
Michigan
$236K -$118K -1,604 -33%
USWIA
1569
UP Strategic Wealth Investment Advisors
Pennsylvania
$236K +$10.8K +146 +5%
MG
1570
Meritage Group
California
$234K +$234K +3,180 New
FCG
1571
Fielder Capital Group
Tennessee
$234K +$1.25K +17 +0.5%
VCG
1572
Vantage Consulting Group
Virginia
$234K -$26.6K -361 -10%
FMP
1573
Financial Management Professionals
Texas
$234K -$20.5K -277 -8%
KWM
1574
Kolinsky Wealth Management
New Jersey
$234K +$147 +2 +0.1%
WPP
1575
Whalerock Point Partners
Rhode Island
$233K