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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 %
WAS
1801
Winch Advisory Services
Wisconsin
$11.9K
PGAM
1802
Princeton Global Asset Management
New Jersey
$11.8K -$1.03K -14 -8%
WIA
1803
Wetzel Investment Advisors
Indiana
$11.8K
SC
1804
Steph & Co
Wisconsin
$11.7K +$884 +12 +8%
IFAM
1805
Institutional & Family Asset Management
Colorado
$11.6K -$5.01K -68 -30%
CPG
1806
Cornerstone Planning Group
New Jersey
$11.5K +$62 +1 +0.5%
HC
1807
Hoese & Co
Minnesota
$11.1K
PCM
1808
Penserra Capital Management
California
$11K
PP
1809
PrairieView Partners
Minnesota
$11K
GCM
1810
Gables Capital Management
Florida
$11K
RTL
1811
Red Tortoise LLC
Georgia
$10.9K
CCMI
1812
Creative Capital Management Investments
California
$10.7K
SN
1813
Sittner & Nelson
Oregon
$10.5K
NECFA
1814
New England Capital Financial Advisors
Connecticut
$10.4K +$74 +1 +0.7%
SIS
1815
Sound Income Strategies
Florida
$10K +$958 +13 +11%
DF
1816
Dunhill Financial
United Kingdom
$9.66K +$147 +2 +2%
ME
1817
McIlrath & Eck
Washington
$9.65K
SC
1818
Stephens Consulting
Michigan
$9.29K +$9.29K +126 New
FPF
1819
First Pacific Financial
Washington
$9.21K
CHA
1820
Carmichael Hill & Associates
Maryland
$9.1K -$961 -13 -10%
HFA
1821
Hershey Financial Advisers
Pennsylvania
$8.99K +$8.99K +122 New
IA
1822
Icon Advisers
Colorado
$8.84K +$8.84K +120 New
BL
1823
BFSG LLC
California
$8.7K -$6.04K -82 -41%
CFFP
1824
Center for Financial Planning
Michigan
$8.7K
OPTFSNA
1825
Old Point Trust & Financial Services N A
Virginia
$8.55K