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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 %
RP
1651
Rowlandmiller & Partners
Georgia
$135K -$40.5K -550 -23%
LFG
1652
Larson Financial Group
Missouri
$134K -$57.4K -779 -30%
FMII
1653
Farmers & Merchants Investments Inc
Nebraska
$133K -$368 -5 -0.3%
HFM
1654
Hartford Financial Management
Connecticut
$133K
GC
1655
Garde Capital
Washington
$132K -$92.3K -1,250 -41%
MFG
1656
Mendota Financial Group
Wisconsin
$132K -$64.2K -871 -33%
AIM
1657
Acropolis Investment Management
Missouri
$131K -$9.87K -134 -7%
PFP
1658
Pinnacle Financial Partners
Tennessee
$130K -$6.67M -92,185 -98%
CSB
1659
City State Bank
Iowa
$126K -$36.8K -500 -23%
QL
1660
Quarry LP
New York
$123K +$82.7K +1,122 +205%
VC
1661
Vestor Capital
Illinois
$122K
MCM
1662
Manchester Capital Management
Vermont
$120K +$18.1K +246 +18%
HB
1663
Horizon Bancorp
Indiana
$120K +$14K +190 +13%
WOSD
1664
WFA of San Diego
California
$118K +$118K +1,602 New
HWA
1665
Heritage Wealth Advisors
Virginia
$118K -$24.2K -329 -17%
DAM
1666
Delta Asset Management
Tennessee
$117K -$3.61K -49 -3%
BC
1667
Barrett & Company
Rhode Island
$117K
AWM
1668
AllSquare Wealth Management
New York
$115K
MCM
1669
MV Capital Management
Maryland
$115K +$7.74K +105 +7%
MME
1670
Meag Munich Ergo
Germany
$114K
DWS
1671
Dynamic Wealth Strategies
California
$113K -$35.8K -486 -24%
OIA
1672
Optimum Investment Advisors
Illinois
$113K
WWP
1673
WR Wealth Planners
Missouri
$112K +$5.6K +76 +5%
SOW
1674
State of Wyoming
Wyoming
$112K +$4.27K +58 +4%
TCOV
1675
Trust Company of Vermont
Vermont
$111K +$5.09K +69 +5%