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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
27.32%
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 %
FNWA
1851
Financial Network Wealth Advisors
Utah
$3.75K +$3.75K +57 New
NFSG
1852
Newbridge Financial Services Group
Florida
$3.69K -$8.48K -115 -70%
MIA
1853
MeadowBrook Investment Advisors
Michigan
$3.69K
AP
1854
Aspect Partners
Virginia
$3.54K -$811 -11 -19%
CPG
1855
Custom Portfolio Group
Colorado
$3.46K
AFWM
1856
Abich Financial Wealth Management
Virginia
$3.39K
WCM
1857
Westend Capital Management
California
$3.3K -$8.66K -118 -72%
HFS
1858
HBC Financial Services
Washington
$3K
HI
1859
Hoey Investments
Pennsylvania
$2.87K -$36.8K -500 -93%
ECM
1860
Everence Capital Management
Indiana
$2.77K
WWM
1861
Wolff Wiese Magana
California
$2.68K +$1.94K +26 +260%
CP
1862
Camelot Portfolios
Ohio
$2.21K +$2.21K +30 New
SIS
1863
Strategic Investment Solutions
Illinois
$2.13K +$2.13K +33 New
SFCL
1864
Strengthening Families & Communities LLC
Massachusetts
$2K +$2K +24 New
WA
1865
WestEnd Advisors
North Carolina
$1.84K +$1.4K +19 +317%
DF
1866
DecisionPoint Financial
Arizona
$1.83K
KB
1867
Kimelman & Baird
New York
$1.4K +$1.4K +19 New
DFA
1868
DHJJ Financial Advisors
Illinois
$1.34K
GFPC
1869
Global Financial Private Client
Florida
$1.18K
BONH
1870
Bank of New Hampshire
New Hampshire
$1.11K
DWA
1871
Delos Wealth Advisors
Texas
$1.03K -$19.2K -260 -95%
CAM
1872
ClariVest Asset Management
California
$1.03K
CWM
1873
Cedar Wealth Management
California
$737
NL
1874
NVWM LLC
Pennsylvania
$590
HH
1875
HWG Holdings
Texas
$516 +$516 +7 New