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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 %
CCM
301
Cohen Capital Management
California
$16.9M
Pathstone Holdings
302
Pathstone Holdings
New Jersey
$16.8M +$3.97M +53,839 +31%
CA
303
Clearstead Advisors
Ohio
$16.5M +$13.7M +185,590 +490%
KBC Group
304
KBC Group
Belgium
$16.3M +$736K +9,994 +5%
ACH
305
ArrowMark Colorado Holdings
Colorado
$16.3M -$4.05M -55,000 -20%
GPC
306
Greenstone Partners & Co
California
$16.1M
LOPW
307
Live Oak Private Wealth
North Carolina
$16.1M +$115K +1,563 +0.7%
X
308
Xponance
Pennsylvania
$16.1M +$833K +11,303 +5%
GI
309
Gradient Investments
Minnesota
$15.9M -$689K -9,355 -4%
BMSSC
310
B. Metzler seel. Sohn & Co
Germany
$15.8M -$507K -6,884 -3%
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$15.7M -$143K -1,943 -0.9%
BB
312
Busey Bank
Illinois
$15.7M +$359K +4,873 +2%
WT
313
Whittier Trust
California
$15.7M -$76.8K -1,042 -0.5%
LIM
314
Lathrop Investment Management
Arkansas
$15.6M -$168K -2,285 -1%
EHC
315
Everett Harris & Co
California
$15.6M -$178K -2,422 -1%
ATN
316
AMF Tjänstepension
Sweden
$15.5M -$3.68M -49,854 -19%
Man Group
317
Man Group
United Kingdom
$15.5M +$14.4M +195,077 +1,247%
CIC
318
Cutler Investment Counsel
Oregon
$15.5M -$62.2K -844 -0.4%
Public Employees Retirement Association of Colorado
319
Public Employees Retirement Association of Colorado
Colorado
$15.5M -$418K -5,677 -3%
GF
320
Goodman Financial
Texas
$15.1M +$266K +3,603 +2%
NYLIM
321
New York Life Investment Management
New York
$15.1M +$126K +1,707 +0.8%
SPS
322
Susquehanna Portfolio Strategies
Pennsylvania
$14.9M -$10.1M -137,208 -40%
BPA
323
Beacon Pointe Advisors
California
$14.8M -$833K -11,308 -5%
YCM
324
Yousif Capital Management
Michigan
$14.8M -$109K -1,478 -0.7%
Cambridge Investment Research Advisors
325
Cambridge Investment Research Advisors
Iowa
$14.7M -$1.83M -24,825 -11%