SCHW icon

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 %
Verition Fund Management
951
Verition Fund Management
Connecticut
$1.19M -$648K -8,793 -35%
SC
952
Savant Capital
Illinois
$1.19M +$317K +4,297 +36%
BLC
953
Brown, Lisle/Cummings
Rhode Island
$1.18M
ONB
954
Old National Bancorp
Indiana
$1.18M -$321K -4,352 -21%
FFL
955
Future Fund LLC
Illinois
$1.18M +$830K +11,300 +240%
JSL
956
JT Stratford LLC
Georgia
$1.17M +$157K +2,137 +16%
PD
957
Point72 (DIFC)
United Arab Emirates
$1.17M +$1.17M +15,813 New
MIM
958
Morningstar Investment Management
Illinois
$1.16M -$230K -3,127 -17%
DJSG
959
D.J. St. Germain
Massachusetts
$1.16M -$19.7K -267 -2%
WC
960
Waterloo Capital
Texas
$1.16M +$181K +2,456 +18%
AWM
961
Aviso Wealth Management
Washington
$1.16M -$90.6K -1,230 -7%
AIP
962
Ameritas Investment Partners
Nebraska
$1.16M -$28.5K -387 -2%
NAS
963
Nicolet Advisory Services
Wisconsin
$1.16M +$123K +1,646 +12%
FTWA
964
Fifth Third Wealth Advisors
Ohio
$1.15M +$1.15M +15,673 New
CPRC
965
Consolidated Portfolio Review Corp
New York
$1.15M +$53.9K +732 +5%
LGA
966
Lebenthal Global Advisors
New York
$1.15M +$73.8K +1,001 +7%
MWC
967
MBM Wealth Consultants
Missouri
$1.15M -$34.6K -464 -3%
CI
968
Cigna Investments
Connecticut
$1.15M -$7.81K -106 -0.7%
OAM
969
Ostrum Asset Management
France
$1.15M +$3.98K +54 +0.3%
NP
970
Nilsine Partners
Colorado
$1.14M +$7.44K +101 +0.7%
NAM
971
NorthCrest Asset Manangement
Minnesota
$1.14M +$29.8K +405 +3%
JFA
972
JNBA Financial Advisors
Minnesota
$1.14M +$10.1K +137 +0.9%
PAM
973
Paradigm Asset Management
New York
$1.12M +$943K +12,800 +522%
GIP
974
Granite Investment Partners
California
$1.11M
WS
975
Wedbush Securities
California
$1.11M -$78.4K -1,064 -7%