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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 %
CTC
726
Cetera Trust Company
Minnesota
$2.38M -$208K -2,820 -8%
JIC
727
Johnson Investment Counsel
Ohio
$2.36M -$10.2K -139 -0.4%
KJHP
728
K.J. Harrison & Partners
Ontario, Canada
$2.35M -$1.81M -24,500 -43%
WCBA
729
Weaver C. Barksdale & Associates
Tennessee
$2.34M -$38.8K -527 -2%
WF
730
WoodTrust Financial
Wisconsin
$2.33M -$14.7K -200 -0.6%
CIA
731
Cascade Investment Advisors
Oregon
$2.32M -$13.6K -185 -0.6%
JFG
732
Jefferies Financial Group
New York
$2.32M +$1.87M +25,436 +424%
CRM
733
Cramer Rosenthal McGlynn
Connecticut
$2.31M -$996K -13,513 -30%
MS
734
Maven Securities
Jersey
$2.3M +$1.7M +23,133 +288%
ADIM
735
Alpha DNA Investment Management
Maryland
$2.28M +$956K +12,973 +72%
WOC
736
West Oak Capital
California
$2.28M +$98K +1,330 +4%
RGI
737
River Global Investors
United Kingdom
$2.28M -$191K -2,594 -8%
CNBT
738
Canandaigua National Bank & Trust
New York
$2.27M -$111K -1,506 -5%
TCPW
739
Twin City Private Wealth
North Carolina
$2.26M +$284K +3,848 +14%
PWP
740
Private Wealth Partners
California
$2.24M -$254K -3,442 -10%
SW
741
Simplicity Wealth
New Jersey
$2.24M +$322K +4,364 +17%
MYIA
742
Mount Yale Investment Advisors
Colorado
$2.24M -$104K -1,407 -4%
AIC
743
Argus Investors Counsel
New York
$2.23M +$249K +3,377 +13%
MMA
744
Miracle Mile Advisors
California
$2.22M -$16.7K -227 -0.7%
CHC
745
City Holding Co
West Virginia
$2.22M +$124K +1,686 +6%
HAG
746
HF Advisory Group
Maryland
$2.21M -$535K -7,261 -19%
CAI
747
Capital Advisors Inc
Oklahoma
$2.21M +$106K +1,443 +5%
CSC
748
Cove Street Capital
California
$2.2M -$20.3K -276 -0.9%
VI
749
Vestcor Inc
New Brunswick, Canada
$2.17M +$110K +1,491 +5%
Teacher Retirement System of Texas
750
Teacher Retirement System of Texas
Texas
$2.16M -$5.49M -74,497 -72%