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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 %
FIA
851
Foundations Investment Advisors
Arizona
$1.65M -$256K -3,474 -13%
MAS
852
Meeder Advisory Services
Ohio
$1.64M +$472K +6,411 +40%
ACI
853
Alpha Cubed Investments
California
$1.64M +$1.26M +17,065 +327%
RIL
854
Rothschild Investment LLC
Illinois
$1.64M +$171K +2,326 +12%
PVI
855
Pine Valley Investments
New Jersey
$1.63M +$87.2K +1,183 +6%
BIM
856
Bridges Investment Management
Nebraska
$1.63M +$1.63M +22,055 New
PAM
857
Panagora Asset Management
Massachusetts
$1.61M -$303K -4,113 -16%
LBA
858
Letko, Brosseau & Associates
Quebec, Canada
$1.61M
PIM
859
Plato Investment Management
Australia
$1.61M -$154K -2,084 -9%
TYCC
860
Texas Yale Capital Corp
Florida
$1.6M -$22.1K -300 -1%
PA
861
Profund Advisors
Maryland
$1.6M -$32.4K -439 -2%
Optiver Holding
862
Optiver Holding
Netherlands
$1.6M +$1.49M +20,285 +1,459%
BP
863
Ballentine Partners
Massachusetts
$1.6M +$15.6K +212 +1%
AIM
864
Aspen Investment Management
Michigan
$1.59M +$27.6K +375 +2%
EF
865
Empowered Funds
Pennsylvania
$1.58M +$209K +2,841 +15%
ATPW
866
Ashton Thomas Private Wealth
Arizona
$1.58M -$484K -6,566 -23%
HPC
867
HM Payson & Co
Maine
$1.57M -$9.51K -129 -0.6%
Two Sigma Investments
868
Two Sigma Investments
New York
$1.57M -$508K -6,900 -24%
SM
869
Soapstone Management
Maryland
$1.57M -$276K -3,750 -15%
WBCM
870
Wilson & Boucher Capital Management
California
$1.56M -$51.6K -700 -3%
IA
871
IFP Advisors
Florida
$1.56M -$53K -719 -3%
RFC
872
Regions Financial Corp
Alabama
$1.56M -$151K -2,044 -9%
FCBT
873
First Citizens Bank & Trust
North Carolina
$1.56M +$62.8K +852 +4%
FI
874
Fosun International
China
$1.56M -$1.2M -16,232 -43%
HAM
875
Hedges Asset Management
Nevada
$1.55M