SCHW icon

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 %
BWA
1576
Blodgett Wealth Advisors
California
$233K +$147 +2 +0.1%
SWM
1577
Stockman Wealth Management
Montana
$233K -$36.8K -500 -14%
HHWM
1578
Hiley Hunt Wealth Management
Nebraska
$232K +$232K +3,146 New
MAM
1579
Magellan Asset Management
Australia
$231K +$46.2K +627 +25%
BCA
1580
Bay Colony Advisors
Massachusetts
$230K +$230K +3,124 New
PL
1581
Plancorp LLC
Missouri
$229K +$13.6K +184 +6%
T
1582
TOBAM
France
$229K -$253K -3,432 -52%
LWM
1583
LJI Wealth Management
Indiana
$229K
TPWA
1584
TRUE Private Wealth Advisors
Oregon
$227K -$295 -4 -0.1%
TTWM
1585
TCV Trust & Wealth Management
Virginia
$227K -$2.21K -30 -1%
RDWM
1586
Red Door Wealth Management
Tennessee
$227K
HIC
1587
Holderness Investments Company
North Carolina
$225K
NCFG
1588
New Century Financial Group
New Jersey
$225K +$225K +3,048 New
LTAS
1589
Linden Thomas Advisory Services
North Carolina
$224K +$7.96K +108 +4%
CT
1590
Chicago Trust
Illinois
$224K +$224K +3,033 New
NRC
1591
New Republic Capital
North Carolina
$223K +$5.6K +76 +3%
CPL
1592
CAP Partners LLC
Tennessee
$223K +$12.8K +174 +6%
FTIS
1593
First Trust Investment Solutions
Florida
$222K -$1.47K -20 -0.7%
AO
1594
Advisor OS
Illinois
$222K -$25.9K -351 -10%
SSA
1595
Sierra Summit Advisors
Nevada
$221K
SDJVC
1596
St. Denis J. Villere & Co
Louisiana
$221K
MSAM
1597
Moloney Securities Asset Management
Missouri
$221K +$221K +2,998 New
PA
1598
PFG Advisors
Arizona
$220K -$1.22M -16,550 -85%
BAM
1599
Brave Asset Management
New Jersey
$220K
CWS
1600
Confluence Wealth Services
Pennsylvania
$220K +$2.06K +28 +0.9%