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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 %
ATI
626
Act Two Investors
California
$3.46M -$16.1M -218,704 -82%
BCV
627
Banque Cantonale Vaudoise
Switzerland
$3.46M -$510K -6,929 -13%
SF
628
Synovus Financial
Georgia
$3.43M +$1.99K +27 +0.1%
C
629
Certuity
Florida
$3.4M +$3.05M +41,443 +871%
GGI
630
GPM Growth Investors
Michigan
$3.39M +$3.39M +45,946 New
GIM
631
Goelzer Investment Management
Indiana
$3.38M -$69.9K -949 -2%
CC
632
Courier Capital
New York
$3.38M +$24K +326 +0.7%
SIAP
633
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.37M -$199K -2,700 -6%
GCP
634
Gill Capital Partners
Colorado
$3.31M -$58.8K -798 -2%
COI
635
Connable Office Inc
Michigan
$3.3M -$90.6K -1,230 -3%
CCG
636
Chatham Capital Group
Georgia
$3.3M +$88.3K +1,198 +3%
HA
637
Harfst & Associates
Wyoming
$3.3M -$60K -814 -2%
PI
638
Pettee Investors
Connecticut
$3.29M
HCM
639
Hodges Capital Management
Texas
$3.28M +$111K +1,501 +3%
CWM
640
Cabot Wealth Management
Massachusetts
$3.28M -$331K -4,490 -9%
CIM
641
Chapman Investment Management
California
$3.27M -$815K -11,064 -20%
BAMF
642
BI Asset Management Fondsmaeglerselskab
Denmark
$3.27M -$740K -10,046 -18%
KPPF
643
Klein Pavlis & Peasley Financial
California
$3.27M +$243K +3,291 +8%
BBI
644
Baxter Bros Inc
Connecticut
$3.26M -$224K -3,038 -6%
IMRF
645
Illinois Municipal Retirement Fund
Illinois
$3.23M
WSFS
646
Wilmington Savings Fund Society
Delaware
$3.23M -$20.5K -278 -0.6%
MM
647
Meridian Management
Arkansas
$3.22M -$35.5K -482 -1%
DWM
648
Dakota Wealth Management
Florida
$3.22M +$19K +258 +0.6%
SCA
649
Stonebridge Capital Advisors
Minnesota
$3.21M -$323K -4,389 -9%
CT
650
Coastline Trust
Rhode Island
$3.21M -$29.5K -400 -0.9%