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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 %
Wealthfront Advisers
426
Wealthfront Advisers
California
$8.93M +$756K +10,255 +9%
BCM
427
Bayesian Capital Management
New York
$8.85M +$3.32M +45,100 +60%
WIA
428
Westbourne Investment Advisors
Maryland
$8.82M -$53.7K -729 -0.6%
BAAM
429
Baker Avenue Asset Management
California
$8.78M -$502K -6,812 -5%
AG
430
Advocate Group
Minnesota
$8.77M +$72.1K +979 +0.8%
TIM
431
Thompson Investment Management
Wisconsin
$8.69M -$820K -11,133 -9%
MSRPS
432
Maryland State Retirement & Pension System
Maryland
$8.58M
Nordea Investment Management
433
Nordea Investment Management
Sweden
$8.56M +$460K +6,202 +6%
MSU
434
Mizuho Securities USA
New York
$8.48M +$8.48M +115,114 New
TCCM
435
Timber Creek Capital Management
Massachusetts
$8.48M +$123K +1,674 +1%
Macquarie Group
436
Macquarie Group
Australia
$8.45M -$13.3M -180,311 -61%
CL
437
Choreo LLC
Illinois
$8.44M +$7.88M +107,322 +1,398%
Robeco Institutional Asset Management
438
Robeco Institutional Asset Management
Netherlands
$8.44M +$2.34M +31,754 +38%
Envestnet Portfolio Solutions
439
Envestnet Portfolio Solutions
Illinois
$8.42M -$2.67M -36,298 -24%
Northwestern Mutual Wealth Management
440
Northwestern Mutual Wealth Management
Wisconsin
$8.36M -$3.15M -42,753 -27%
KRS
441
Kentucky Retirement Systems
Kentucky
$8.29M -$38.2K -518 -0.5%
CIA
442
Choate Investment Advisors
Massachusetts
$8.23M +$138K +1,875 +2%
TI
443
Tidal Investments
Wisconsin
$8.1M -$2.59M -35,130 -24%
OSAM
444
O'Shaughnessy Asset Management
Connecticut
$8.06M +$1.93M +26,184 +31%
KBFS
445
Kohmann Bosshard Financial Services
Ohio
$8M -$327K -4,434 -4%
VPIM
446
Vanguard Personalized Indexing Management
California
$7.99M +$642K +8,824 +9%
Wolverine Trading
447
Wolverine Trading
Illinois
$7.94M +$857K +11,626 +12%
MPM
448
MBB Public Markets
Illinois
$7.87M +$7.45M +101,093 +1,782%
RAM
449
Redmond Asset Management
Virginia
$7.86M -$275K -3,730 -3%
NW
450
NewEdge Wealth
Pennsylvania
$7.86M -$14.4M -194,839 -65%