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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 %
NC
401
Nicholas Company
Wisconsin
$9.94M -$737 -10 -0%
CCB
402
Country Club Bank
Missouri
$9.9M -$173K -2,356 -2%
MIG
403
McGuire Investment Group
Rhode Island
$9.9M +$12.3K +167 +0.1%
TSW
404
Thompson Siegel & Walmsley
Virginia
$9.88M -$381K -5,173 -4%
SSB
405
Sandy Spring Bank
Maryland
$9.8M -$360K -4,888 -4%
OC
406
Oppenheimer & Co
New York
$9.79M -$1.31M -17,824 -12%
SPIA
407
Steward Partners Investment Advisory
New York
$9.78M +$354K +4,810 +4%
EMPI
408
Elo Mutual Pension Insurance
Finland
$9.74M -$397K -5,382 -4%
TBA
409
Tower Bridge Advisors
Pennsylvania
$9.67M -$1.52M -20,569 -14%
Credit Agricole
410
Credit Agricole
France
$9.67M +$2.51M +34,122 +35%
M
411
MOTCO
Texas
$9.58M +$99.3K +1,348 +1%
IIC
412
Ironwood Investment Counsel
Arizona
$9.54M +$48.2K +654 +0.5%
FMC
413
First Merchants Corp
Indiana
$9.53M -$435K -5,909 -4%
OPERF
414
Oregon Public Employees Retirement Fund
Oregon
$9.45M +$64.8K +880 +0.7%
HDIM
415
Hanson & Doremus Investment Management
Vermont
$9.39M -$6.34K -86 -0.1%
Point72 Asset Management
416
Point72 Asset Management
Connecticut
$9.36M +$9.36M +127,024 New
KA
417
Kozak & Associates
Colorado
$9.22M -$526K -7,097 -5%
SCM
418
SKBA Capital Management
California
$9.11M -$584K -7,930 -6%
GIBU
419
Gulf International Bank (UK)
United Kingdom
$9.09M -$656K -8,897 -7%
JPWM
420
Jamison Private Wealth Management
Georgia
$9.03M +$19.2K +260 +0.2%
PS
421
Principal Securities
Iowa
$9.02M +$684K +9,281 +8%
BWP
422
Baldwin Wealth Partners
Massachusetts
$8.95M -$259K -3,518 -3%
BCI
423
Brinker Capital Investments
Pennsylvania
$8.95M -$995K -13,497 -10%
OPS
424
Orion Portfolio Solutions
Nebraska
$8.95M -$995K -13,497 -10%
GIM
425
Grassi Investment Management
California
$8.94M -$14.7K -200 -0.2%