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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 %
LWM
1676
Liberty Wealth Management
California
$110K +$110K +69,427 New
CT
1677
Clearstead Trust
Maine
$104K -$8.7K -118 -8%
CAC
1678
Core Alternative Capital
Georgia
$103K
AWM
1679
Atticus Wealth Management
Florida
$98.8K
WT
1680
Washington Trust
Rhode Island
$97.5K +$12.8K +174 +15%
TFIPS
1681
Towarzystwo Funduszy Inwestycyjnych PZU SA
$96.5K -$1.47K -20 -2%
RAM
1682
Ramirez Asset Management
New York
$95.8K
NCM
1683
Northwest Capital Management
Oregon
$92.5K -$8.92K -121 -9%
WAS
1684
Wesleyan Assurance Society
United Kingdom
$92K
DIP
1685
DT Investment Partners
Pennsylvania
$91.8K +$2.43K +33 +3%
TFA
1686
Toth Financial Advisory
Virginia
$90.8K +$9.65K +131 +12%
CAL
1687
Capital Advisors Ltd
Ohio
$87K +$30.8K +420 +55%
FFA
1688
Fairfield Financial Advisors
Massachusetts
$86.4K +$86.4K +1,173 New
PP
1689
Pacifica Partners
Canada
$82.3K +$3.34K +45 +4%
MMG
1690
Monetary Management Group
Missouri
$81.1K
SAG
1691
Spotlight Asset Group
Illinois
$79.7K
ITIM
1692
Indiana Trust & Investment Management
Indiana
$79.2K +$590 +8 +0.7%
1IA
1693
1620 Investment Advisors
Massachusetts
$77.8K +$77.8K +1,056 New
CWP
1694
Concord Wealth Partners
Virginia
$71.3K -$141K -1,916 -66%
WPA
1695
West Paces Advisors
Georgia
$69.3K -$1.62K -22 -2%
VWWMG
1696
Vermillion & White Wealth Management Group
Pennsylvania
$68.2K
CJ
1697
Caitlin John
Michigan
$67.1K +$13.9K +188 +26%
AF
1698
Advisornet Financial
Minnesota
$66.5K
C
1699
Covestor
United Kingdom
$66K +$3.5K +48 +6%
TFF
1700
The Family Firm
Maryland
$65.4K +$65.4K +887 New