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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 %
UM
526
UniSuper Management
Australia
$5.34M -$27M -366,963 -84%
BHPW
527
Beverly Hills Private Wealth
California
$5.34M +$245K +3,325 +5%
KCPG
528
Kavar Capital Partners Group
Kansas
$5.26M +$58.2K +790 +1%
TLCM
529
Twin Lakes Capital Management
California
$5.22M -$476K -6,457 -8%
MFAM
530
Motley Fool Asset Management
Virginia
$5.22M +$1.26M +17,193 +32%
WCA
531
Westover Capital Advisors
Delaware
$5.2M -$260K -3,534 -5%
IPAM
532
ICICI Prudential Asset Management
India
$5.19M -$3.6M -48,818 -41%
PTCG
533
Pring Turner Capital Group
California
$5.17M -$18.4K -250 -0.4%
HV
534
HST Ventures
Utah
$5.16M +$244K +3,314 +5%
CFSG
535
Community Financial Services Group
Vermont
$5.09M -$470K -6,376 -8%
PCTC
536
Perkins Coie Trust Company
Washington
$5.09M -$351K -4,770 -6%
SA
537
SpiderRock Advisors
Delaware
$5.05M +$1.72M +23,359 +52%
ACG
538
Allen Capital Group
Nebraska
$5.04M -$182K -2,475 -3%
SC
539
Scotia Capital
Ontario, Canada
$5.02M -$71.1K -965 -1%
GHAM
540
Gilman Hill Asset Management
Connecticut
$4.99M +$220K +2,984 +5%
VNA
541
Valley National Advisers
Pennsylvania
$4.99M -$346K -4,689 -6%
CI
542
Conning Inc
Connecticut
$4.98M -$717K -9,736 -13%
PFM
543
Patton Fund Management
Texas
$4.97M +$4.97M +67,379 New
VDI
544
Vaughan David Investments
Illinois
$4.92M -$36.3M -492,351 -88%
NGA
545
Naples Global Advisors
Florida
$4.89M -$7.89K -107 -0.2%
NCM
546
Next Capital Management
New York
$4.88M +$81.9K +1,112 +2%
SAMC
547
Spectrum Asset Management (California)
California
$4.83M -$777K -10,543 -14%
CBB
548
Citizens Business Bank
California
$4.82M +$1.96M +26,595 +68%
LC
549
Lincoln Capital
Nebraska
$4.81M -$48K -651 -1%
CTA
550
Colonial Trust Advisors
South Carolina
$4.8M +$39.5K +536 +0.8%