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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 %
Pacer Advisors
451
Pacer Advisors
Pennsylvania
$7.86M +$346K +4,696 +5%
GT
452
Glenview Trust
Kentucky
$7.86M +$328K +4,453 +4%
CA
453
Cornerstone Advisors
North Carolina
$7.83M -$420K -5,700 -5%
IMPI
454
Ilmarinen Mutual Pension Insurance
Finland
$7.81M
FHB
455
First Hawaiian Bank
Hawaii
$7.78M -$210K -2,855 -3%
CIBC World Market
456
CIBC World Market
Ontario, Canada
$7.7M -$2.53M -34,342 -25%
PAG
457
Private Advisor Group
New Jersey
$7.68M +$776K +10,534 +11%
MIC
458
Means Investment Company
Maine
$7.61M +$964K +13,078 +15%
DWT
459
Dorsey & Whitney Trust
South Dakota
$7.59M +$6.49K +88 +0.1%
EWM
460
Empirical Wealth Management
Washington
$7.58M -$129K -1,757 -2%
GWM
461
Geneos Wealth Management
Colorado
$7.57M +$172K +2,339 +2%
CSPIA
462
Cary Street Partners Investment Advisory
Virginia
$7.56M -$876K -11,886 -10%
CCM
463
Cinctive Capital Management
New York
$7.53M +$7.53M +102,180 New
RC
464
Roundview Capital
New Jersey
$7.48M -$55.9K -758 -0.7%
HCMT
465
Highland Capital Management (Tennessee)
Tennessee
$7.41M +$122K +1,662 +2%
ATC
466
Argent Trust Co
Tennessee
$7.33M +$596K +8,092 +9%
CFG
467
Citizens Financial Group
Rhode Island
$7.32M +$287K +3,889 +4%
GLA
468
Great Lakes Advisors
Illinois
$7.31M -$3.16M -42,918 -30%
CS
469
Candriam SCA
Luxembourg
$7.24M +$598K +8,118 +9%
PCIA
470
Prime Capital Investment Advisors
Kansas
$7.21M -$215K -2,911 -3%
KIA
471
KCM Investment Advisors
California
$7.19M +$148K +2,012 +2%
LI
472
Lafayette Investments
Maryland
$7.15M -$1.4K -19 -0%
ACM
473
Advisors Capital Management
New Jersey
$7.1M +$296K +4,016 +4%
LG
474
LaFleur & Godfrey
Michigan
$7.09M -$364K -4,934 -5%
SW
475
SVB Wealth
Massachusetts
$7.06M -$1.22M -16,591 -15%