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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
1826
Horizon Financial Services
North Carolina
$8.33K
AW
1827
Avion Wealth
Texas
$8K +$1.4K +21 +21%
RF
1828
Robbins Farley
New Hampshire
$7.96K
TWP
1829
Triad Wealth Partners
Kansas
$7.59K +$7.59K +103 New
IGWM
1830
ICA Group Wealth Management
Colorado
$7.37K -$2.21K -30 -23%
MWA
1831
Miller Wealth Advisors
Colorado
$7.37K
HGERS
1832
Householder Group Estate & Retirement Specialist
Arizona
$7K -$9.13K -133 -57%
RFG
1833
RFP Financial Group
Georgia
$6.93K -$9.29K -126 -57%
AAG
1834
Armstrong Advisory Group
Massachusetts
$6.71K -$10.4K -141 -61%
ANBT
1835
American National Bank & Trust
Texas
$6.63K
CTWM
1836
Cherry Tree Wealth Management
Minnesota
$6.43K
CAM
1837
Creekmur Asset Management
Illinois
$6.04K +$1.25K +17 +26%
RWM
1838
Ruedi Wealth Management
Illinois
$5.9K +$5.9K +80 New
DPW
1839
DiNuzzo Private Wealth
Pennsylvania
$5.68K +$958 +13 +20%
FW
1840
Fairway Wealth
Ohio
$5.38K +$5.38K +73 New
AWM
1841
Activest Wealth Management
Florida
$5.2K +$73 +1 +1%
FUBT
1842
First United Bank & Trust
Maryland
$4.79K
JGIA
1843
Jackson Grant Investment Advisers
Connecticut
$4.57K
EBA
1844
Eagle Bay Advisors
New York
$4.42K
PS
1845
PayPay Securities
Japan
$4.35K -$368 -5 -8%
SC
1846
SouthState Corp
Florida
$3.83K +$3.83K +52 New
PAG
1847
Paladin Advisory Group
Iowa
$3.82K
CPA
1848
Clear Point Advisors
New York
$3.76K
BHWM
1849
Bay Harbor Wealth Management
Maryland
$3.76K +$74 +1 +2%
T
1850
Tidemark
California
$3.76K