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Charles Schwab

1,834 hedge funds and large institutions have $94.8B invested in Charles Schwab in 2024 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 731 increasing their positions, 737 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,834
Holders Change
-44
Holders Change %
-2.34%
% of All Funds
26.53%
Holding in Top 10
53
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-32.05%
% of All Funds
0.77%
New
146
Increased
731
Reduced
737
Closed
168
Calls
$1.31B
Puts
$1.72B
Net Calls
-$408M
Net Calls Change
+$107M
Name Holding Trade Value Shares
Change
Shares
Change %
BWL
1726
Bogart Wealth LLC
Virginia
$17.9K -$1.17K -18 -6%
SWM
1727
Sugarloaf Wealth Management
Georgia
$17.8K
SHIM
1728
Stone House Investment Management
Pennsylvania
$17.4K -$3.69K -57 -17%
NI
1729
NCP Inc
California
$17.3K -$9.71K -150 -36%
PFA
1730
Pathway Financial Advisers
Indiana
$17.3K
FCG
1731
Financial Connections Group
California
$17K
CSWM
1732
Cassady Schiller Wealth Management
Ohio
$16.8K
DCP
1733
DSM Capital Partners
Florida
$16.7K -$86.5M -1,334,311 -100%
CPG
1734
Cornerstone Planning Group
New Jersey
$16.3K +$3.09K +43 +23%
PWMG
1735
Prestige Wealth Management Group
New Jersey
$15K -$242K -3,730 -94%
CHA
1736
Carmichael Hill & Associates
Maryland
$14.6K +$6.63K +102 +83%
RAM
1737
Riggs Asset Management
Pennsylvania
$14.6K -$2.33K -36 -14%
WAM
1738
Wolverine Asset Management
Illinois
$14.3K +$14.3K +220 New
GEA
1739
Glen Eagle Advisors
New Jersey
$14.1K
POIA
1740
Pin Oak Investment Advisors
Texas
$14K +$14K +224 New
BFPW
1741
BOK Financial Private Wealth
Colorado
$13.9K
LIS
1742
Legacy Investment Solutions
Idaho
$13.9K +$13.9K +177 New
LWMI
1743
Legacy Wealth Management (Idaho)
Idaho
$13.9K +$13.9K +177 New
DF
1744
Dunhill Financial
United Kingdom
$13.8K +$5.32K +82 +63%
IAIM
1745
International Assets Investment Management
Florida
$13.7K +$13.6K +878,163 +7,560%
AT
1746
Arlington Trust
Alabama
$13.7K
FNWA
1747
Financial Network Wealth Advisors
Utah
$13.7K +$9.98K +154 +270%
HWM
1748
HighMark Wealth Management
Minnesota
$13.5K -$2.66K -41 -16%
WIM
1749
Westside Investment Management
California
$13K -$1.62K -25 -11%
HF
1750
Halpern Financial
Virginia
$12.8K