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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 %
BGAI
1626
Bruce G. Allen Investments
Colorado
$204K +$6.63K +90 +3%
BFO
1627
Biltmore Family Office
North Carolina
$202K +$202K +2,746 New
DMBA
1628
Deseret Mutual Benefit Administrators
Utah
$194K +$59.8K +812 +44%
LS
1629
Livforsakringsbolaget Skandia
Sweden
$194K -$51.6K -700 -21%
HIA
1630
Harbor Investment Advisory
Maryland
$191K +$1.27K +58 +0.7%
UWS
1631
Unique Wealth Strategies
Illinois
$189K +$189K +2,619 New
RTC
1632
Riverview Trust Company
Washington
$188K
CFD
1633
Creative Financial Designs
Indiana
$181K -$40.2K -546 -18%
ADL
1634
Asset Dedication LLC
California
$176K +$368 +5 +0.2%
OC
1635
Oakworth Capital
Alabama
$175K +$76.2K +1,034 +77%
JEST
1636
JTC Employer Solutions Trustee
Jersey
$173K
PHK
1637
Point72 Hong Kong
Hong Kong
$168K +$168K +2,282 New
GBT
1638
Grove Bank & Trust
Florida
$167K -$2.95K -40 -2%
BIA
1639
Bell Investment Advisors
California
$166K +$1.03K +14 +0.6%
JWM
1640
Janiczek Wealth Management
Colorado
$165K
HNB
1641
Hilltop National Bank
Wyoming
$155K +$17.8K +242 +13%
LI
1642
LRI Investments
Florida
$152K +$139K +1,882 +1,012%
BC
1643
Belmont Capital
California
$152K +$152K +2,066 New
HCM
1644
Hollencrest Capital Management
California
$152K
LIA
1645
Lynx Investment Advisory
District of Columbia
$146K +$146K +1,987 New
ECM
1646
Estabrook Capital Management
New York
$140K
CAS
1647
Coppell Advisory Solutions
Texas
$139K +$139K +1,890 New
OP
1648
ORG Partners
Indiana
$139K +$138K +1,877 +13,407%
SP
1649
SWS Partners
Ohio
$139K +$139K +1,883 New
DCM
1650
Disciplina Capital Management
Tennessee
$136K