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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 %
DIA
901
Dana Investment Advisors
Wisconsin
$1.37M -$94K -1,276 -6%
QI
902
Qtron Investments
Massachusetts
$1.36M +$717K +9,728 +111%
HBT
903
Hills Bank & Trust
Iowa
$1.36M +$85K +1,153 +7%
TAM
904
Trust Asset Management
Texas
$1.36M
BCG
905
BayBridge Capital Group
California
$1.36M +$18.7K +254 +1%
Twin Tree Management
906
Twin Tree Management
Texas
$1.35M +$1.35M +18,357 New
RP
907
Riverwater Partners
Wisconsin
$1.35M -$38.4K -521 -3%
KF
908
Krilogy Financial
Missouri
$1.35M +$5.75K +78 +0.4%
Balyasny Asset Management
909
Balyasny Asset Management
Illinois
$1.34M -$27.7M -375,977 -95%
GI
910
GAMMA Investing
California
$1.34M +$333K +4,521 +33%
TP
911
Tranquility Partners
Tennessee
$1.34M -$11.4K -155 -0.8%
SIA
912
Schechter Investment Advisors
Michigan
$1.34M +$15K +203 +1%
FFN
913
Focus Financial Network
Minnesota
$1.34M -$212K -3,329 -14%
BW
914
BIP Wealth
Georgia
$1.33M
CAM
915
Cidel Asset Management
Ontario, Canada
$1.33M
EWA
916
EverSource Wealth Advisors
Alabama
$1.33M -$168K -2,576 -11%
FRA
917
Frank Rimerman Advisors
California
$1.33M +$1.2M +16,232 +923%
JLBC
918
J.L. Bainbridge & Co
Florida
$1.32M -$97.8K -1,327 -7%
VAG
919
VisionPoint Advisory Group
Texas
$1.32M +$88.9K +1,207 +7%
GAMC
920
Garner Asset Management Corp
Texas
$1.32M +$74 +1 +0%
VF
921
Virtu Financial
New York
$1.32M +$996K +13,521 +312%
BBA
922
BLB&B Advisors
Pennsylvania
$1.31M -$6.91M -93,726 -84%
FNBT
923
FineMark National Bank & Trust
Florida
$1.31M -$66K -896 -5%
BCM
924
Birmingham Capital Management
Alabama
$1.31M -$88.4K -1,200 -6%
PCM
925
Parsons Capital Management
Rhode Island
$1.31M +$53.6K +728 +4%