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Charles Schwab
SCHW

Overview Fund Activity

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

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$974M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$950M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$233M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$200M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$186M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$279M
2
Citadel Advisors
Citadel Advisors
Florida
-$239M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
-$213M
4
VanEck Associates
VanEck Associates
New York
-$212M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
XWM
751
Xcel Wealth Management
Florida
$2.15M – – –
MVA
752
Mount Vernon Associates
Maryland
$2.15M -$55.3K -750 -3%
CCWM
753
Correct Capital Wealth Management
Missouri
$2.15M +$231K +3,134 +12%
RWA
754
Redhawk Wealth Advisors
Minnesota
$2.13M -$68.2K -926 -3%
CPIG
755
Chicago Partners Investment Group
Illinois
$2.13M -$16.4K -252 -0.8%
SCI
756
Stableford Capital II
Arizona
$2.11M +$1.06M +16,657 +101%
DAS
757
Diversify Advisory Services
Utah
$2.11M -$13M -174,905 -86%
EIP
758
Epoch Investment Partners
New York
$2.1M +$104K +1,415 +5%
MCA
759
Martin Capital Advisors
Texas
$2.09M – – –
CCM
760
Chaney Capital Management
Washington
$2.07M +$527K +7,155 +34%
PAS
761
Park Avenue Securities
New York
$2.06M -$65.7K -892 -3%
AFA
762
AllGen Financial Advisors
Florida
$2.06M -$14.4K -195 -0.7%
MNBTD
763
Moody National Bank Trust Division
Texas
$2.06M -$79.4K -1,078 -4%
HCCM
764
Hudson Canyon Capital Management
New York
$2.06M -$176K -2,386 -8%
AIC
765
Aurora Investment Counsel
Georgia
$2.06M -$873K -11,852 -30%
ASN
766
Advisory Services Network
Georgia
$2.05M -$1.53M -20,825 -43%
IIC
767
Integrated Investment Consultants
Michigan
$2.05M – – –
EWA
768
EP Wealth Advisors
California
$2.03M +$6.78K +92 +0.3%
RPC
769
Rossmore Private Capital
Connecticut
$2.03M -$11.1K -150 -0.5%
RJT
770
Raymond James Trust
Florida
$2.03M -$49.7K -674 -2%
HI
771
Horizon Investments
North Carolina
$2.03M +$166K +2,256 +9%
USCWA
772
U.S. Capital Wealth Advisors
Texas
$2.03M -$114K -1,542 -5%
CIAS
773
Capital Investment Advisory Services
North Carolina
$2.02M +$43.7K +593 +2%
SF
774
Summit Financial
New Jersey
$2.02M +$330K +4,473 +19%
EWM
775
EPG Wealth Management
Georgia
$2.01M -$1.83M -25,364 Closed
29 30
31
32 33