We are live on ! Find out more
SCHW icon

Charles Schwab

1,885 hedge funds and large institutions have $110B invested in Charles Schwab in 2024 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 687 increasing their positions, 790 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.02% less ownership

Funds ownership: 84.26%84.23% (-0.02%)

13% less repeat investments, than reductions

Existing positions increased: 687 | Existing positions reduced: 790

25% less call options, than puts

Call options by funds: $1.53B | Put options by funds: $2.05B

Holders
1,885
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.53B
Puts
$2.05B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
526
$5.41M
527
$5.39M
528
$5.36M
529
$5.34M
530
$5.34M
531
$5.26M
532
$5.22M
533
$5.22M
534
$5.2M
535
$5.19M
536
$5.17M
537
$5.16M
538
$5.09M
539
$5.09M
540
$5.05M
541
$5.04M
542
$5.02M
543
$4.99M
544
$4.99M
545
$4.98M
546
$4.97M
547
$4.92M
548
$4.89M
549
$4.88M
550
$4.83M