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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
27.32%
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 %
DTL
1901
Dynamic Technology Lab
Singapore
-$2.29M -31,697 Closed
CCS
1902
Concentric Capital Strategies
Connecticut
-$2.22M -30,733 Closed
LCM
1903
Landscape Capital Management
New Jersey
-$2.1M -29,028 Closed
PCM
1904
Prelude Capital Management
New York
-$2.09M -28,899 Closed
BBA
1905
Baader Bank Aktiengesellschaft
Germany
-$2M -27,712 Closed
BA
1906
Bridgewater Associates
Connecticut
-$1.89M -26,150 Closed
TAM
1907
Tealwood Asset Management
Minnesota
-$1.84M -25,467 Closed
IFU
1908
iSAM Funds (UK)
United Kingdom
-$1.83M -25,355 Closed
SLC
1909
Second Line Capital
Louisiana
-$1.59M -21,983 Closed
LNC
1910
Lincoln National Corp
Pennsylvania
-$1.4M -19,323 Closed
AF
1911
Ally Financial
Michigan
-$1.09M -15,000 Closed
CM
1912
Caption Management
Oklahoma
-$1.09M -15,000 Closed
GAA
1913
Global Assets Advisory
Florida
-$203K -14,657 Closed
PS
1914
Portfolio Strategies
New York
-$951K -13,145 Closed
NC
1915
Nightview Capital
Texas
-$870K -12,022 Closed
CIM
1916
CIM Investment Management
Pennsylvania
-$868K -11,992 Closed
WAM
1917
Wilsey Asset Management
California
-$839K -11,592 Closed
JWM
1918
Jupiter Wealth Management
Colorado
-$764K -10,000 Closed
SG
1919
StoneX Group
New York
-$712K -9,838 Closed
Baillie Gifford & Co
1920
Baillie Gifford & Co
United Kingdom
-$656K -9,074 Closed
ECU
1921
Eisler Capital (UK)
United Kingdom
-$607K -8,392 Closed
EA
1922
Emerald Advisers
Pennsylvania
-$591K -8,176 Closed
IIM
1923
InTrack Investment Management
Vermont
-$587K -8,118 Closed
N
1924
Natixis
France
-$523K -7,236 Closed
SCP
1925
Stamos Capital Partners
California
-$509K -7,040 Closed