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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 %
BL
1951
Balentine LLC
Georgia
-$254K -3,515 Closed
CCA
1952
Cottonwood Capital Advisors
Utah
-$234K -3,283 Closed
ALAM
1953
Asahi Life Asset Management
Japan
-$234K -3,230 Closed
CM
1954
Capula Management
Cayman Islands
-$231K -3,189 Closed
TFA
1955
Trinity Financial Advisors
Ohio
-$229K -3,163 Closed
TW
1956
Towerpoint Wealth
California
-$223K -3,082 Closed
TCM
1957
Triumph Capital Management
Colorado
-$221K -3,048 Closed
FPAS
1958
Focus Partners Advisor Solutions
Missouri
-$220K -3,046 Closed
TF
1959
Trek Financial
Arizona
-$220K -3,046 Closed
WCM
1960
Wedge Capital Management
North Carolina
-$216K -2,983 Closed
EB
1961
Eastern Bank
Massachusetts
-$213K -2,950 Closed
FA
1962
Fermata Advisors
California
-$213K -2,941 Closed
AL
1963
ACAS LLC
California
-$210K -2,900 Closed
CAM
1964
Crestone Asset Management
Colorado
-$207K -2,868 Closed
AWM
1965
Aprio Wealth Management
Georgia
-$206K -2,846 Closed
ACA
1966
Aspire Capital Advisors
Washington
-$206K -2,844 Closed
NPP
1967
New Potomac Partners
Maryland
-$206K -2,844 Closed
PFS
1968
Prospect Financial Services
New York
-$204K -2,820 Closed
GWA
1969
Gratus Wealth Advisors
Virginia
-$201K -2,761 Closed
EMFAT
1970
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$169K -2,337 Closed
A
1971
AlphaQuest
New York
-$153K -2,110 Closed
MTIM
1972
Marathon Trading Investment Management
Pennsylvania
-$125K -1,723 Closed
FAM
1973
Formidable Asset Management
Ohio
-$110K -1,526 Closed
TC
1974
Truvestments Capital
Florida
-$98.3K -1,359 Closed
MAWCM
1975
Mine & Arao Wealth Creation & Management
California
-$85.6K -1,183 Closed