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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 %
GRP
776
Global Retirement Partners
California
$2M +$373K +5,063 +23%
GS
777
GTS Securities
New York
$2M +$1.78M +24,148 +799%
BCM
778
Buckhead Capital Management
Georgia
$1.99M +$552K +7,490 +38%
HSA
779
HBK Sorce Advisory
Pennsylvania
$1.99M +$22K +298 +1%
VVP
780
Venture Visionary Partners
Ohio
$1.98M +$54.5K +740 +3%
RCM
781
Riverpark Capital Management
New York
$1.97M -$255K -3,456 -11%
WP
782
WealthShield Partners
North Carolina
$1.97M +$100K +1,359 +5%
IAS
783
Investment Advisory Services
Texas
$1.97M -$155K -2,100 -7%
BFG
784
Bleakley Financial Group
New Jersey
$1.95M +$30.4K +413 +2%
FFA
785
Farther Finance Advisors
California
$1.95M -$91.3K -1,243 -4%
Luther King Capital Management (LKCM)
786
Luther King Capital Management (LKCM)
Texas
$1.95M +$864K +11,721 +79%
Jacobs Levy Equity Management
787
Jacobs Levy Equity Management
New Jersey
$1.94M -$93.4M -1,266,970 -98%
BCWM
788
Bartlett & Co Wealth Management
Ohio
$1.94M -$108K -1,462 -5%
GI
789
GAMCO Investors
Connecticut
$1.93M -$295K -4,000 -13%
BCM
790
Brasada Capital Management
Texas
$1.93M -$1.65M -21,639 -46%
AWM
791
Avior Wealth Management
Nebraska
$1.93M -$78K -1,058 -4%
SIC
792
Salem Investment Counselors
North Carolina
$1.93M +$14.7K +200 +0.8%
S
793
SignatureFD
Georgia
$1.93M -$63.8K -866 -3%
GAM
794
Gotham Asset Management
New York
$1.93M +$16K +217 +0.8%
PAM
795
Palisade Asset Management
Minnesota
$1.93M -$9.21K -125 -0.5%
WC
796
Wynn Capital
Georgia
$1.91M +$39.8K +540 +2%
SRA
797
Secured Retirement Advisors
Minnesota
$1.91M +$166K +2,254 +10%
AL
798
Aspiriant LLC
California
$1.9M -$41.9K -568 -2%
FPGT
799
Financial Partners Group (Tennessee)
Tennessee
$1.89M -$672K -9,122 -26%
NERM
800
New England Research & Management
Illinois
$1.89M -$555K -7,530 -23%