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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
551
$4.82M
552
$4.81M
553
$4.8M
554
$4.77M
555
$4.77M
556
$4.77M
557
$4.75M
558
$4.74M
559
$4.72M
560
$4.65M
561
$4.63M
562
$4.63M
563
$4.63M
564
$4.62M
565
$4.61M
566
$4.61M
567
$4.61M
568
$4.57M
569
$4.56M
570
$4.55M
571
$4.54M
572
$4.54M
573
$4.5M
574
$4.47M
575
$4.46M