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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 %
LCC
551
Lincoln Capital Corp
Rhode Island
$4.77M +$24K +326 +0.5%
IC
552
IEQ Capital
California
$4.77M -$1.96M -26,640 -29%
VAS
553
Vestmark Advisory Solutions
Massachusetts
$4.77M +$170K +2,305 +4%
MWM
554
Marietta Wealth Management
Georgia
$4.75M +$1.11M +15,005 +30%
TC
555
TownSquare Capital
Utah
$4.74M -$12.8M -174,038 -73%
JF
556
Jump Financial
Illinois
$4.72M +$2.85M +38,704 +153%
KeyBank National Association
557
KeyBank National Association
Ohio
$4.65M -$24.1K -327 -0.5%
A
558
AustralianSuper
Australia
$4.63M +$302K +4,105 +7%
CCM
559
Condor Capital Management
New Jersey
$4.63M -$217K -2,940 -4%
AAS
560
Avantax Advisory Services
Texas
$4.63M +$2.63M +35,747 +132%
CRCM
561
Crystal Rock Capital Management
Illinois
$4.62M +$402K +5,450 +10%
NIC
562
Northwest Investment Counselors
Oregon
$4.61M +$88.6K +1,202 +2%
PF
563
Phoenix Financial
Israel
$4.61M +$4.22M +57,275 +1,080%
PAI
564
Pittenger & Anderson Inc
Nebraska
$4.61M +$77K +1,045 +2%
IRAG
565
Investment Research & Advisory Group
Georgia
$4.57M -$22K -299 -0.5%
WG
566
Watchman Group
Texas
$4.56M +$30.8K +418 +0.7%
LAI
567
Legal Advantage Investments
California
$4.55M -$206K -2,800 -4%
GIA
568
GHP Investment Advisors
Colorado
$4.54M +$97.6K +1,324 +2%
FA
569
Fagan Associates
New York
$4.54M +$398K +5,395 +10%
BBVA
570
Banco Bilbao Vizcaya Argentaria
Spain
$4.5M +$101K +1,369 +2%
Nomura Holdings
571
Nomura Holdings
Japan
$4.47M +$4.47M +60,698 New
FIB
572
First Interstate Bank
Montana
$4.46M -$17.9K -243 -0.4%
FAB
573
First American Bank
Illinois
$4.44M +$6.34K +86 +0.1%
AC
574
Annandale Capital
Texas
$4.4M
SAA
575
Southeast Asset Advisors
Georgia
$4.4M +$96K +1,303 +2%