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
27.32%
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 %
SFC
1876
Strategic Financial Concepts
Texas
$466 +$466 +30,278 New
YDMI
1877
Y.D. More Investments
Israel
$155 +$155 +790 New
EPW
1878
Evergreen Private Wealth
Colorado
$147 -$15.8K -215 -99%
LWANC
1879
Laurel Wealth Advisors (North Carolina)
North Carolina
$74
BSB
1880
Bangor Savings Bank
Maine
$35
DWM
1881
Dogwood Wealth Management
Kansas
$16 -$15
PCFFS
1882
Pacific Center for Financial Services
California
$9
MC
1883
Maverick Capital
Texas
-$92.1M -1,273,057 Closed
PC
1884
PointState Capital
New York
-$66.1M -913,556 Closed
AIG
1885
American International Group
New York
-$30.3M -419,449 Closed
WI
1886
Wafra Inc
New York
-$25.9M -358,483 Closed
QIM
1887
Quantitative Investment Management
Virginia
-$11.2M -154,865 Closed
MCM
1888
Mill Capital Management
North Carolina
-$10.9M -151,231 Closed
CPIM
1889
Coalescence Partners Investment Management
New York
-$9.6M -132,721 Closed
RAM
1890
RedJay Asset Management
Ontario, Canada
-$8.32M -115,000 Closed
PE
1891
Point72 Europe
United Kingdom
-$6.12M -84,600 Closed
TCM
1892
Teza Capital Management
Illinois
-$5.87M -81,183 Closed
LIP
1893
Lighthouse Investment Partners
Florida
-$5.39M -74,522 Closed
ECM
1894
ExodusPoint Capital Management
New York
-$4.51M -62,401 Closed
MLICM
1895
Metropolitan Life Insurance Company (MetLife)
New York
-$4.34M -60,024 Closed
HWM
1896
Hohimer Wealth Management
Washington
-$3.51M -48,482 Closed
CBC
1897
Coombe, Bender & Co
New York
-$3.24M -44,847 Closed
RCM
1898
Radnor Capital Management
Pennsylvania
-$3.04M -42,000 Closed
QT
1899
Quantbot Technologies
New York
-$2.35M -32,493 Closed
MCC
1900
Money Concepts Capital
Florida
-$2.33M -32,193 Closed