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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 %
SIC
1726
SJS Investment Consulting
Ohio
$41K
DCM
1727
Davis Capital Management
Florida
$41K
VCM
1728
Versant Capital Management
Arizona
$40.9K +$30.7K +417 +302%
Loomis, Sayles & Company
1729
Loomis, Sayles & Company
Massachusetts
$40K +$813 +11 +2%
TSWM
1730
Tyler-Stone Wealth Management
Ohio
$37.8K +$147 +2 +0.4%
PA
1731
PSI Advisors
Florida
$37.5K -$5.45K -74 -13%
WAG
1732
Wiser Advisor Group
Arizona
$37.4K +$221 +3 +0.6%
LJHT
1733
Laurie J. Hall Trustee
$37K
JSAM
1734
J. Safra Asset Management
New York
$37K -$105K -1,423 -74%
NSIM
1735
North Star Investment Management
Illinois
$36.8K
FPB
1736
First PREMIER Bank
South Dakota
$33K
TFM
1737
TFC Financial Management
Massachusetts
$32.9K -$46.7K -633 -59%
KFI
1738
Key Financial Inc
Pennsylvania
$32.9K
FFA
1739
Frazier Financial Advisors
Ohio
$32.4K
RWPA
1740
Richard W. Paul & Associates
Michigan
$32.1K
TCM
1741
Tributary Capital Management
Nebraska
$31.8K
YAL
1742
Your Advocates Ltd
Texas
$31.4K -$650 -9 -2%
RS
1743
Rakuten Securities
Japan
$31.1K -$160K -2,168 -84%
NI
1744
NCP Inc
California
$30.7K -$4.49K -61 -13%
CFS
1745
CGC Financial Services
Oregon
$29.5K +$29.5K +400 New
MS
1746
Mizuho Securities
Japan
$29.5K +$29.5K +400 New
MAM
1747
Meeder Asset Management
Ohio
$29.3K +$1.18K +16 +4%
CMA
1748
Cedar Mountain Advisors
Oregon
$29.1K
JWA
1749
JFS Wealth Advisors
Pennsylvania
$28.9K -$516 -7 -2%
FFO
1750
Fortitude Family Office
Arizona
$28.7K +$14.1K +192 +97%