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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 %
OAC
601
OMERS Administration Corp
Ontario, Canada
$3.85M +$3.85M +52,253 New
FG
602
Fiduciary Group
Georgia
$3.81M -$161K -2,186 -4%
SWP
603
Stratos Wealth Partners
Ohio
$3.8M +$76.3K +1,036 +2%
PI
604
PineBridge Investments
New York
$3.79M +$3.79M +51,381 New
ECAM
605
East Coast Asset Management
Massachusetts
$3.78M -$46.7K -634 -1%
DWP
606
Daymark Wealth Partners
Ohio
$3.75M +$3.75M +50,953 New
TW
607
Trajan Wealth
Arizona
$3.73M +$497K +6,742 +15%
SFA
608
Sequoia Financial Advisors
Ohio
$3.73M -$15.5M -209,873 -81%
FFG
609
Fiduciary Financial Group
California
$3.7M +$3.7M +54,823 New
SC
610
Sepio Capital
Utah
$3.67M -$535K -7,260 -13%
Vontobel Holding
611
Vontobel Holding
Switzerland
$3.66M -$151K -2,049 -4%
VIM
612
Vinva Investment Management
Australia
$3.65M +$567K +7,711 +18%
TCM
613
Tandem Capital Management
New Jersey
$3.62M +$23.6K +322 +0.7%
PWP
614
Principle Wealth Partners
Connecticut
$3.61M -$140K -1,895 -4%
SFA
615
Semmax Financial Advisors
North Carolina
$3.61M +$451K +7,192 +14%
EF
616
Empirical Finance
Pennsylvania
$3.6M -$239K -3,237 -6%
HZ
617
Hixon Zuercher
Ohio
$3.6M -$481K -6,530 -12%
WAC
618
William Allan Corp
Colorado
$3.59M -$137K -1,861 -4%
AWS
619
Atria Wealth Solutions
New York
$3.58M -$94.6K -1,284 -3%
ET
620
Entropy Technologies
New York
$3.57M +$1.13M +15,372 +46%
MCC
621
Malaga Cove Capital
California
$3.57M -$23.4K -317 -0.7%
KRSITF
622
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.55M -$70.7K -959 -2%
NMIMC
623
Northwestern Mutual Investment Management Company
Wisconsin
$3.5M +$21.1K +287 +0.6%
DLCIG
624
D.L. Carlson Investment Group
New Hampshire
$3.5M +$11.6K +157 +0.3%
SLG
625
Stanley-Laman Group
Pennsylvania
$3.46M -$356K -4,836 -9%