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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 %
1WA
676
180 Wealth Advisors
Washington
$2.98M +$263K +3,452 +10%
TMAM
677
Tokio Marine Asset Management
Japan
$2.97M +$153K +2,083 +5%
LWA
678
Lantern Wealth Advisors
New York
$2.97M -$20.3K -300 -0.7%
MPA
679
Marvin & Palmer Associates
Delaware
$2.96M +$2.96M +40,210 New
Acadian Asset Management
680
Acadian Asset Management
Massachusetts
$2.96M +$2.82M +38,260 +1,988%
CT
681
Colonial Trust
South Carolina
$2.96M +$428K +5,814 +17%
UCFA
682
United Capital Financial Advisors
Texas
$2.93M -$589K -7,996 -17%
TSS
683
Two Sigma Securities
New York
$2.92M +$2.92M +39,614 New
DW30
684
Drucker Wealth 3.0
New Jersey
$2.9M +$2.9M +39,375 New
MAM
685
Martingale Asset Management
Massachusetts
$2.89M +$2.89M +39,203 New
WANY
686
Wealthspire Advisors (New York)
New York
$2.89M -$7.44K -101 -0.3%
FTDI
687
First Trust Direct Indexing
Massachusetts
$2.88M +$385K +5,225 +15%
CA
688
Cullinan Associates
Kentucky
$2.86M -$95.8K -1,300 -3%
CWI
689
Conscious Wealth Investments
Florida
$2.85M +$6.19K +95 +0.2%
VFA
690
Valeo Financial Advisors
Indiana
$2.85M -$737 -10 -0%
CI Investments Inc
691
CI Investments Inc
Ontario, Canada
$2.85M -$32.8K -445 -1%
EBWM
692
Eagle Bluffs Wealth Management
Missouri
$2.83M +$7.3K +99 +0.3%
LIA
693
LS Investment Advisors
Michigan
$2.8M +$53.5K +726 +2%
LW
694
Linscomb Wealth
Texas
$2.78M +$181K +2,450 +7%
ERSOT
695
Employees Retirement System of Texas
Texas
$2.75M
GC
696
GFG Capital
Florida
$2.73M -$75.8K -1,029 -3%
NCM
697
Nelson Capital Management
California
$2.72M -$55.9K -759 -2%
WCM
698
Wunderlich Capital Managemnt
Tennessee
$2.69M +$11.9K +162 +0.4%
SIM
699
Stratos Investment Management
Ohio
$2.68M +$2.68M +36,317 New
MAA
700
Mraz Amerine & Associates
California
$2.66M -$108K -1,465 -4%