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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 %
MTIC
1751
Missouri Trust & Investment Company
Missouri
$27.9K
ACA
1752
American Capital Advisory
Idaho
$27.2K +$27.2K +395 New
KFS
1753
Kelly Financial Services
Massachusetts
$26.5K +$6.19K +84 +30%
CSC
1754
Caldwell Sutter Capital
California
$26.1K
MSG
1755
Main Street Group
Virginia
$25.8K -$5.14K -70 -17%
CTB
1756
Country Trust Bank
Illinois
$25.8K +$25.8K +350 New
PWMG
1757
Private Wealth Management Group
New Jersey
$24.5K
S
1758
Sachetta
Massachusetts
$24.5K +$7.46K +115 +44%
SHIM
1759
Stone House Investment Management
Pennsylvania
$24K -$1.99K -27 -8%
BMC
1760
Bear Mountain Capital
Washington
$23.7K
GWSG
1761
GPS Wealth Strategies Group
Colorado
$23.7K +$1.62K +22 +7%
IRC
1762
Investors Research Corp
Georgia
$23.5K
VWA
1763
Valued Wealth Advisors
Utah
$23.3K +$4.27K +58 +22%
BWL
1764
Bogart Wealth LLC
Virginia
$21.6K -$28K -381 -56%
BHWM
1765
Beaird Harris Wealth Management
Texas
$21.5K
BAM
1766
Bellevue Asset Management
Washington
$21.4K +$74 +1 +0.3%
TWD
1767
True Wealth Design
Ohio
$21.3K
MWM
1768
Mascoma Wealth Management
New Hampshire
$20.9K +$9.8K +133 +89%
TCA
1769
Trifecta Capital Advisors
Illinois
$20.8K
AEPWM
1770
Atlantic Edge Private Wealth Management
Florida
$20.4K
SWM
1771
Sugarloaf Wealth Management
Georgia
$20.3K
BBPWM
1772
Blue Bell Private Wealth Management
Pennsylvania
$19.9K
PFA
1773
Pathway Financial Advisers
Indiana
$19.6K +$220 +3 +1%
BCMLT
1774
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.3K -$11.7K -159 -38%
RAM
1775
Riggs Asset Management
Pennsylvania
$19.2K +$884 +12 +5%