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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 %
HFS
1701
Hantz Financial Services
Michigan
$65K +$6.6K +89 +11%
AAP
1702
Arax Advisory Partners
Colorado
$64.7K +$28.8K +391 +80%
IWP
1703
IAG Wealth Partners
Wisconsin
$62.1K
RA
1704
Rise Advisors
New York
$60.2K -$590 -8 -1%
CA
1705
Crewe Advisors
Utah
$59.9K +$39.4K +534 +191%
CCA
1706
Criterion Capital Advisors
Tennessee
$58.8K -$74 -1 -0.1%
ZB
1707
Zions Bancorporation
Utah
$58.4K -$14K -190 -19%
PPA
1708
Painted Porch Advisors
California
$57.1K +$57.1K +775 New
RCM
1709
Raleigh Capital Management
North Carolina
$56.3K +$2.51K +34 +5%
KHC
1710
Koesten Hirschmann & Crabtree
Kansas
$55.3K
BAM
1711
Byrne Asset Management
New Jersey
$55.3K -$5.52K -75 -9%
SL
1712
Salomon & Ludwin
Virginia
$55K -$2.28K -31 -4%
FFA
1713
Founders Financial Alliance
North Carolina
$53.2K +$53.2K +722 New
FMB
1714
Field & Main Bank
Kentucky
$51.6K
PWM
1715
Partnership Wealth Management
Maryland
$47.9K
SRCM
1716
Signature Resources Capital Management
California
$46.8K
AF
1717
Arrow Financial
New York
$46.1K
CFO
1718
CVA Family Office
Colorado
$45.7K +$3.17K +43 +7%
GJIA
1719
Glass Jacobson Investment Advisors
Maryland
$45.3K
CAM
1720
Costello Asset Management
Pennsylvania
$45K
GC
1721
Gould Capital
Washington
$44.2K
WR
1722
WD Rutherford
Oregon
$42.7K -$25.4K -345 -37%
GWP
1723
Gen-Wealth Partners
Michigan
$42.1K
CWA
1724
Carolina Wealth Advisors
South Carolina
$41.6K
TWC
1725
TD Waterhouse Canada
Ontario, Canada
$41.2K