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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 %
CA
1926
Cornerstone Advisory
Maryland
-$504K -6,974 Closed
QCM
1927
Qsemble Capital Management
New York
-$497K -6,876 Closed
RVPG
1928
Relative Value Partners Group
-$410K -6,522 Closed
CBFP
1929
Cedar Brook Financial Partners
Ohio
-$471K -6,511 Closed
CA
1930
CoreCap Advisors
Michigan
-$449K -6,205 Closed
FWP
1931
FAS Wealth Partners
Kansas
-$432K -5,972 Closed
EW
1932
Evoke Wealth
California
-$425K -5,881 Closed
CCIA
1933
Campbell & Co Investment Adviser
Maryland
-$403K -5,566 Closed
TIA
1934
Traphagen Investment Advisors
New Jersey
-$354K -4,887 Closed
PCA
1935
Prosperity Capital Advisors
Ohio
-$350K -4,836 Closed
MMC
1936
Mizuho Markets Cayman
Cayman Islands
-$331K -4,818 Closed
HCM
1937
Hall Capital Management
Rhode Island
-$348K -4,815 Closed
WPC
1938
Waters Parkerson & Co
Louisiana
-$347K -4,793 Closed
KFS
1939
Kaizen Financial Strategies
California
-$343K -4,741 Closed
AIM
1940
Aigen Investment Management
New York
-$341K -4,719 Closed
GF
1941
Gries Financial
Ohio
-$332K -4,586 Closed
DWA
1942
Delap Wealth Advisory
Oregon
-$325K -4,498 Closed
EL
1943
Envoi LLC
Minnesota
-$313K -4,325 Closed
TSWM
1944
Triangle Securities Wealth Management
North Carolina
-$293K -4,050 Closed
PSCM
1945
Per Stirling Capital Management
Texas
-$288K -3,982 Closed
YL
1946
YCG LLC
Texas
-$277K -3,835 Closed
SPA
1947
Sherbrooke Park Advisers
New York
-$275K -3,795 Closed
NFP
1948
Narus Financial Partners
Utah
-$273K -3,774 Closed
RPCONE
1949
Retirement Planning Company of New England
Rhode Island
-$270K -3,732 Closed
LC
1950
Landaas & Company
Wisconsin
-$262K -3,621 Closed