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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 %
OLA
701
Oliver Luxxe Assets
New Jersey
$2.66M -$7.07K -96 -0.3%
QCM
702
QRG Capital Management
Illinois
$2.63M -$4.5M -61,044 -63%
CICI
703
Capital Investment Counsel Inc
North Carolina
$2.61M
MW
704
Maia Wealth
Colorado
$2.56M +$2.56M +34,124 New
HG
705
Herbst Group
Connecticut
$2.56M -$100K -1,360 -4%
MYLI
706
Meiji Yasuda Life Insurance
Japan
$2.55M -$36.4K -494 -1%
HWAM
707
Hennion & Walsh Asset Management
New Jersey
$2.52M +$285K +3,873 +13%
KA
708
Kintegral Advisory
New York
$2.5M +$2.5M +33,930 New
GT
709
Greenleaf Trust
Michigan
$2.5M +$41.5K +563 +2%
NSEDCP
710
NJ State Employees Deferred Compensation Plan
New Jersey
$2.49M
IA
711
IFG Advisory
Georgia
$2.48M -$9.95K -135 -0.4%
IMCOOI
712
Investment Management Corp of Ontario (IMCO)
Canada
$2.48M +$685K +9,300 +38%
AA
713
Ancora Advisors
Ohio
$2.47M -$553K -7,499 -18%
BFS
714
Bard Financial Services
Connecticut
$2.45M
HAG
715
HighPoint Advisor Group
Illinois
$2.44M -$364K -5,608 -13%
HWM
716
HB Wealth Management
Georgia
$2.44M +$513K +6,968 +27%
SWA
717
Strata Wealth Advisors
Texas
$2.44M -$39.3K -533 -2%
CWM
718
Chemistry Wealth Management
New York
$2.43M +$53.1K +721 +2%
BFG
719
Beacon Financial Group
Texas
$2.43M -$47.3K -642 -2%
SSI
720
Scott & Selber Inc
Texas
$2.43M +$41.5K +563 +2%
RCA
721
Resonant Capital Advisors
Wisconsin
$2.43M +$49.9K +677 +2%
IAA
722
Independent Advisor Alliance
North Carolina
$2.43M +$372K +5,053 +18%
3IP
723
3Chopt Investment Partners
Virginia
$2.42M -$32.4K -440 -1%
LOAMS
724
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.41M -$118K -1,598 -5%
AIM
725
Anchor Investment Management
South Carolina
$2.4M +$158K +2,146 +7%