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Charles Schwab

1,977 hedge funds and large institutions have $112B invested in Charles Schwab in 2024 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 701 increasing their positions, 750 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.64% more ownership

Funds ownership: 83.35%83.99% (+0.64%)

7% less repeat investments, than reductions

Existing positions increased: 701 | Existing positions reduced: 750

38% less call options, than puts

Call options by funds: $1.44B | Put options by funds: $2.33B

Holders
1,977
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.44B
Puts
$2.33B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
676
$3.07M
677
$3.06M
678
$3.01M
679
$3M
680
$3M
681
$2.98M
682
$2.98M
683
$2.97M
684
$2.97M
685
$2.96M
686
$2.95M
687
$2.92M
688
$2.89M
689
$2.86M
690
$2.85M
691
$2.85M
692
$2.8M
693
$2.8M
694
$2.8M
695
$2.78M
696
$2.78M
697
$2.77M
698
$2.77M
699
$2.76M
700
$2.75M