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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 %
ECM
376
Evergreen Capital Management
Washington
$11.2M -$1.1M -14,995 -9%
CRC
377
Curi RMB Capital
Illinois
$11.1M -$307K -4,164 -3%
GG
378
Greenwood Gearhart
Arkansas
$11M +$21K +285 +0.2%
SCA
379
Snowden Capital Advisors
New York
$10.9M -$295K -4,006 -3%
HCA
380
Hyperion Capital Advisors
New York
$10.8M -$218K -2,959 -2%
EH
381
Equitable Holdings
New York
$10.7M +$633K +8,587 +6%
AJ
382
Ashburton (Jersey)
Jersey
$10.7M +$10.7M +146,234 New
EI
383
Ethic Inc
New York
$10.7M +$973K +13,205 +10%
OAM
384
Oppenheimer Asset Management
New York
$10.7M +$2.21M +30,004 +26%
VCAM
385
Van Cleef Asset Management
Ohio
$10.7M -$43.2K -586 -0.4%
BPC
386
Banque Pictet & Cie
Switzerland
$10.6M +$900K +12,208 +9%
AC
387
Addenda Capital
Quebec, Canada
$10.6M +$744K +10,096 +8%
ECM
388
Elgethun Capital Management
South Dakota
$10.6M +$98K +1,330 +0.9%
GC
389
Grimes & Company
Massachusetts
$10.5M -$15.6M -211,966 -60%
MGP
390
M&G plc
United Kingdom
$10.4M -$1.37M -18,525 -12%
PL
391
Parthenon LLC
Kentucky
$10.4M -$59.3K -805 -0.6%
AssetMark Inc
392
AssetMark Inc
California
$10.2M +$1.78M +24,116 +21%
DILIC
393
Dai-ichi Life Insurance Company
Japan
$10.2M -$2.48M -33,701 -20%
SWM
394
Sendero Wealth Management
Texas
$10.2M -$550K -7,464 -5%
MFIM
395
Mesirow Financial Investment Management
Illinois
$10.2M +$11.6K +157 +0.1%
SFA
396
Spectrum Financial Alliance
Kentucky
$10.1M +$130K +1,762 +1%
HIP
397
HUB Investment Partners
Texas
$10.1M +$616K +8,366 +6%
WBC
398
Westpac Banking Corp
Australia
$10.1M +$1.72M +23,331 +21%
GH
399
GAM Holding
Switzerland
$10.1M +$328K +4,448 +3%
GLR
400
Great Lakes Retirement
Ohio
$9.97M +$652K +8,846 +7%