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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 %
HPCM
576
Hunter Perkins Capital Management
Illinois
$4.31M -$1.64M -22,250 -28%
JFGIW
577
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.28M +$2.51M +34,069 +142%
PP
578
Prudential plc
United Kingdom
$4.24M +$1.33M +18,112 +46%
GI
579
GS Investments
Minnesota
$4.22M -$12.2K -165 -0.3%
IAN
580
Integrated Advisors Network
Texas
$4.22M +$333K +4,514 +9%
DIM
581
DLK Investment Management
California
$4.21M -$87.8K -1,192 -2%
PSC
582
Prentiss Smith & Co
Vermont
$4.21M -$52.8K -716 -1%
SWA
583
SFMG Wealth Advisors
Texas
$4.21M +$69.4K +942 +2%
Qube Research & Technologies (QRT)
584
Qube Research & Technologies (QRT)
United Kingdom
$4.19M -$9.15M -124,228 -69%
AT
585
American Trust
Kentucky
$4.14M -$191K -2,598 -4%
CG
586
Caprock Group
Idaho
$4.12M +$578K +7,848 +16%
LBWM
587
Left Brain Wealth Management
Illinois
$4.09M +$71.6K +971 +2%
IVP
588
Intrinsic Value Partners
Arizona
$4.09M -$55.1K -748 -1%
SCM
589
SOL Capital Management
Maryland
$4.04M -$4.42K -60 -0.1%
AWM
590
AE Wealth Management
Kansas
$4.03M +$301K +4,081 +8%
DCM
591
Delta Capital Management
New Jersey
$4.02M -$8.11K -110 -0.2%
HI
592
Harrington Investments
California
$4.02M -$82.5K -1,120 -2%
CP
593
CenterBook Partners
Connecticut
$4.02M -$1.11M -15,056 -22%
VFA
594
Voya Financial Advisors
Connecticut
$3.97M +$418K +5,680 +12%
MOS
595
MGO One Seven
Ohio
$3.95M -$660K -8,960 -14%
NIM
596
NEOS Investment Management
Connecticut
$3.95M +$1.25M +16,932 +46%
UF
597
Univest Financial
Pennsylvania
$3.94M -$174K -2,363 -4%
NB
598
Norinchukin Bank
Japan
$3.9M +$47K +638 +1%
ATIA
599
American Trust Investment Advisors
New Hampshire
$3.86M +$73K +990 +2%
GF
600
Gabelli Funds
New York
$3.86M -$737 -10 -0%