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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 %
CSWM
1776
Cassady Schiller Wealth Management
Ohio
$19.1K
FCG
1777
Financial Connections Group
California
$19K +$19K +271 New
AWM
1778
Abound Wealth Management
Tennessee
$19K -$1.03K -14 -5%
PCWA
1779
Pacific Capital Wealth Advisors
California
$18.9K +$18.9K +256 New
HWM
1780
HighMark Wealth Management
Minnesota
$18.4K +$2.06K +28 +13%
WTA
1781
Washington Trust Advisors
Massachusetts
$17.5K
WIM
1782
Westside Investment Management
California
$16.6K
GEA
1783
Glen Eagle Advisors
New Jersey
$16K +$11.4K +155 +250%
BFPW
1784
BOK Financial Private Wealth
Colorado
$15.8K
AT
1785
Arlington Trust
Alabama
$15.5K
BEI
1786
Benjamin Edwards Inc
Missouri
$15K
PIS
1787
POM Investment Strategies
North Carolina
$15K +$15K +203 New
HF
1788
Halpern Financial
Virginia
$14.9K
SVCP
1789
Silicon Valley Capital Partners
California
$14.5K +$74 +1 +0.5%
GG
1790
Gleason Group
Kentucky
$14.1K +$74 +1 +0.5%
FCT
1791
First Community Trust
Iowa
$13.9K
TCM
1792
Tradewinds Capital Management
Washington
$13.6K +$812 +11 +6%
FG
1793
Fairman Group
Pennsylvania
$13.6K
TIM
1794
Tortoise Investment Management
New York
$13.5K
CIR
1795
Clear Investment Research
Georgia
$13.3K
FDCP
1796
Foster Dykema Cabot & Partners
Massachusetts
$13.1K -$2.51K -34 -16%
EFP
1797
EnRich Financial Partners
Wisconsin
$12.9K
GTAM
1798
Global Trust Asset Management
Florida
$12.6K
CIAS
1799
CBIZ Investment Advisory Services
Ohio
$12.6K
ATC
1800
Adirondack Trust Company
New York
$12.2K -$589 -8 -5%