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 %
IC
1226
Inscription Capital
Texas
$552K
BIC
1227
Beach Investment Counsel
Pennsylvania
$551K
RIM
1228
RW Investment Management
Idaho
$550K -$7.52K -102 -1%
OPA
1229
Old Port Advisors
Maine
$549K +$19.3K +262 +4%
AC
1230
Avestar Capital
New York
$549K +$73.2K +994 +15%
MSFS
1231
Main Street Financial Solutions
Pennsylvania
$548K +$5.53K +75 +1%
RWB
1232
RMR Wealth Builders
New Jersey
$548K +$6.26K +85 +1%
HR
1233
Howe & Rusling
New York
$546K -$1.41M -19,151 -72%
SBIA
1234
Sheaff Brock Investment Advisors
Indiana
$545K -$63.6K -863 -10%
HH
1235
Hilltop Holdings
Texas
$544K -$958 -13 -0.2%
GA
1236
Geller Advisors
New York
$542K +$42K +570 +8%
KFP
1237
KMG Fiduciary Partners
Ohio
$542K +$147 +2 +0%
FT
1238
Fiduciary Trust
Massachusetts
$541K -$52.6K -714 -9%
PI
1239
PFG Investments
New York
$539K -$1.04M -14,115 -66%
CAM
1240
Cozad Asset Management
Illinois
$538K +$1.55K +21 +0.3%
MA
1241
MCF Advisors
Kentucky
$536K +$6.26K +85 +1%
AIA
1242
Angeles Investment Advisors
California
$533K -$70.9K -962 -12%
CFG
1243
Cooper Financial Group
California
$527K +$129K +1,744 +32%
UIA
1244
Ulland Investment Advisors
Minnesota
$526K -$9.21K -125 -2%
HC
1245
Hara Capital
Washington
$526K
SP
1246
Symmetry Partners
Connecticut
$525K -$116K -1,575 -18%
BPWM
1247
Badgley Phelps Wealth Managers
Washington
$525K +$7.37K +100 +1%
HI
1248
Harbour Investments
Wisconsin
$525K -$18.5K -251 -3%
BS
1249
Banco Santander
Spain
$524K
AGC
1250
Aspen Grove Capital
Colorado
$523K +$295 +4 +0.1%