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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 %
HWP
1601
Highline Wealth Partners
California
$217K +$368 +5 +0.2%
PB
1602
Pinnacle Bancorp
Nebraska
$217K
SCM
1603
Steele Capital Management
Iowa
$217K
GCP
1604
GSA Capital Partners
United Kingdom
$216K -$281K -3,820 -57%
TBWA
1605
Three Bridge Wealth Advisors
California
$215K
TW
1606
TritonPoint Wealth
Maryland
$214K +$214K +2,908 New
CWC
1607
Carolinas Wealth Consulting
North Carolina
$214K -$22.2K -301 -9%
BA
1608
Bluesphere Advisors
Pennsylvania
$214K
PPWM
1609
Paragon Private Wealth Management
Kentucky
$213K +$213K +2,897 New
EA
1610
Everpar Advisors
Oklahoma
$213K +$213K +2,897 New
HWA
1611
HHM Wealth Advisors
Tennessee
$213K -$17.5K -238 -8%
SMWM
1612
Silvia McColl Wealth Management
California
$213K +$74 +1 +0%
CP
1613
Castleview Partners
Texas
$212K -$55.9K -758 -21%
QC
1614
Quent Capital
New York
$212K +$8.25K +112 +4%
FFA
1615
Fi3 Financial Advisors
Indiana
$211K -$4.57K -62 -2%
SA
1616
SRH Advisors
Kansas
$210K
KCM
1617
Kathmere Capital Management
Pennsylvania
$209K +$209K +2,842 New
CFO
1618
Collective Family Office
Pennsylvania
$208K -$91.6K -1,243 -31%
AWM
1619
Angeles Wealth Management
California
$207K -$5.9K -80 -3%
WA1
1620
Wimmer Associates 1
California
$207K -$15.1K -205 -7%
VT
1621
Vise Technologies
New York
$207K +$2.21K +30 +1%
SW
1622
SMART Wealth
Nebraska
$206K +$206K +2,802 New
BWP
1623
Bernardo Wealth Planning
Pennsylvania
$206K
KSWA
1624
Kathleen S. Wright Associates
Pennsylvania
$206K -$3.99K -54 -2%
EFG
1625
Ethos Financial Group
Pennsylvania
$204K -$127K -1,717 -38%